Atlas Capital Advisors’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52.5K | Hold |
506
| – | – | 0.01% | 617 |
|
|
2025
Q1 | $55.3K | Hold |
506
| – | – | 0.01% | 618 |
|
|
2024
Q4 | $46.7K | Hold |
506
| – | – | 0.01% | 619 |
|
|
2024
Q3 | $51.9K | Hold |
506
| – | – | 0.01% | 576 |
|
|
2024
Q2 | $44.4K | Hold |
506
| – | – | 0.01% | 604 |
|
|
2024
Q1 | $43.6K | Hold |
506
| – | – | 0.01% | 587 |
|
|
2023
Q4 | $41.1K | Hold |
506
| – | – | 0.01% | 616 |
|
|
2023
Q3 | $38.1K | Sell |
506
-104
| -17% | -$7.82K | 0.01% | 569 |
|
|
2023
Q2 | $51.4K | Sell |
610
-29
| -5% | -$2.44K | 0.01% | 567 |
|
|
2023
Q1 | $58.2K | Hold |
639
| – | – | 0.01% | 545 |
|
|
2022
Q4 | $60.7K | Hold |
639
| – | – | 0.01% | 515 |
|
|
2022
Q3 | $55.3K | Buy |
639
+29
| +5% | +$2.51K | 0.01% | 520 |
|
|
2022
Q2 | $58.5K | Hold |
610
| – | – | 0.01% | 534 |
|
|
2022
Q1 | $60.9K | Hold |
610
| – | – | 0.01% | 516 |
|
|
2021
Q4 | $54.3K | Hold |
610
| – | – | 0.01% | 520 |
|
|
2021
Q3 | $49.5K | Hold |
610
| – | – | 0.01% | 523 |
|
|
2021
Q2 | $51.6K | Buy |
610
+6
| +1% | +$508 | 0.01% | 528 |
|
|
2021
Q1 | $51.2K | Hold |
604
| – | – | 0.01% | 492 |
|
|
2020
Q4 | $50.3K | Buy |
+604
| New | +$50.3K | 0.01% | 467 |
|
|
2020
Q3 | – | Sell |
-604
| Closed | -$48.1K | – | 315 |
|
|
2020
Q2 | $48.1K | Hold |
604
| – | – | 0.01% | 483 |
|
|
2020
Q1 | $48.3K | Hold |
604
| – | – | 0.01% | 438 |
|
|
2019
Q4 | $57.1K | Hold |
604
| – | – | 0.01% | 446 |
|
|
2019
Q3 | $56.6K | Hold |
604
| – | – | 0.02% | 450 |
|
|
2019
Q2 | $53.2K | Buy |
+604
| New | +$53.2K | 0.02% | 472 |
|
|
2018
Q2 | – | Sell |
-2,214
| Closed | -$152K | – | 504 |
|
|
2018
Q1 | $152K | Buy |
+2,214
| New | +$152K | 0.05% | 305 |
|