Atria Wealth Solutions’s American Electric Power AEP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.47M	Sell	23,798 -9,127	-28%	-$950K	0.06%	362
2025 Q1	$3.6M	Sell	32,925 -5,210	-14%	-$528K	0.04%	437
2024 Q4	$3.52M	Buy	38,135 +2,942	+8%	+$285K	0.04%	454
2024 Q3	$3.61M	Sell	35,193 -2,061	-6%	-$201K	0.04%	433
2024 Q2	$3.27M	Sell	37,254 -2,858	-7%	-$250K	0.04%	460
2024 Q1	$3.45M	Sell	40,112 -5,114	-11%	-$416K	0.04%	452
2023 Q4	$3.67M	Sell	45,226 -10,301	-19%	-$800K	0.05%	398
2023 Q3	$4.18M	Buy	55,527 +3,279	+6%	+$267K	0.06%	335
2023 Q2	$4.4M	Buy	52,248 +436	+0.8%	+$38.5K	0.06%	322
2023 Q1	$4.71M	Sell	51,812 -455	-0.9%	-$41.6K	0.07%	280
2022 Q4	$4.96M	Sell	52,267 -674	-1%	-$61.4K	0.08%	255
2022 Q3	$4.58M	Sell	52,941 -9,957	-16%	-$984K	0.08%	247
2022 Q2	$7.16M	Buy	62,898 +24,782	+65%	+$2.46M	0.14%	162
2022 Q1	$3.8M	Buy	+38,116	New	+$3.48M	0.06%	309