Atria Wealth Solutions’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 | $2.47M | Sell |
23,798
-9,127
| -28% | -$947K | 0.06% | 362 |
|
|
2025
Q1 | $3.6M | Sell |
32,925
-5,210
| -14% | -$569K | 0.04% | 435 |
|
|
2024
Q4 | $3.52M | Buy |
38,135
+2,942
| +8% | +$271K | 0.04% | 452 |
|
|
2024
Q3 | $3.61M | Sell |
35,193
-2,061
| -6% | -$211K | 0.04% | 431 |
|
|
2024
Q2 | $3.27M | Sell |
37,254
-2,858
| -7% | -$251K | 0.04% | 458 |
|
|
2024
Q1 | $3.45M | Sell |
40,112
-5,114
| -11% | -$440K | 0.04% | 450 |
|
|
2023
Q4 | $3.67M | Sell |
45,226
-10,301
| -19% | -$837K | 0.05% | 396 |
|
|
2023
Q3 | $4.18M | Buy |
55,527
+3,279
| +6% | +$247K | 0.06% | 335 |
|
|
2023
Q2 | $4.4M | Buy |
52,248
+436
| +0.8% | +$36.7K | 0.06% | 322 |
|
|
2023
Q1 | $4.71M | Sell |
51,812
-455
| -0.9% | -$41.4K | 0.07% | 280 |
|
|
2022
Q4 | $4.96M | Sell |
52,267
-674
| -1% | -$64K | 0.08% | 255 |
|
|
2022
Q3 | $4.58M | Sell |
52,941
-9,957
| -16% | -$861K | 0.08% | 247 |
|
|
2022
Q2 | $7.16M | Buy |
62,898
+24,782
| +65% | +$2.82M | 0.13% | 151 |
|
|
2022
Q1 | $3.8M | Buy |
+38,116
| New | +$3.8M | 0.06% | 309 |
|