Atticus Wealth Management’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 | $51.8K | Hold |
499
| – | – | 0.01% | 313 |
|
|
2025
Q1 | $54.5K | Hold |
499
| – | – | 0.02% | 222 |
|
|
2024
Q4 | $46K | Hold |
499
| – | – | 0.01% | 246 |
|
|
2024
Q3 | $51.2K | Sell |
499
-167
| -25% | -$17.1K | 0.02% | 244 |
|
|
2024
Q2 | $58.4K | Hold |
666
| – | – | 0.02% | 221 |
|
|
2024
Q1 | $57.3K | Hold |
666
| – | – | 0.02% | 229 |
|
|
2023
Q4 | $54.1K | Hold |
666
| – | – | 0.02% | 238 |
|
|
2023
Q3 | $50.1K | Sell |
666
-333
| -33% | -$25K | 0.02% | 247 |
|
|
2023
Q2 | $84.1K | Hold |
999
| – | – | 0.03% | 195 |
|
|
2023
Q1 | $90.9K | Hold |
999
| – | – | 0.03% | 182 |
|
|
2022
Q4 | $94.9K | Sell |
999
-7
| -0.7% | -$665 | 0.04% | 183 |
|
|
2022
Q3 | $97K | Hold |
1,006
| – | – | 0.05% | 163 |
|
|
2022
Q2 | $97K | Hold |
1,006
| – | – | 0.04% | 183 |
|
|
2022
Q1 | $100K | Buy |
1,006
+7
| +0.7% | +$696 | 0.04% | 197 |
|
|
2021
Q4 | $89K | Hold |
999
| – | – | 0.03% | 179 |
|
|
2021
Q3 | $81K | Sell |
999
-208
| -17% | -$16.9K | 0.04% | 190 |
|
|
2021
Q2 | $102K | Hold |
1,207
| – | – | 0.04% | 165 |
|
|
2021
Q1 | $102K | Hold |
1,207
| – | – | 0.05% | 155 |
|
|
2020
Q4 | $101K | Sell |
1,207
-208
| -15% | -$17.4K | 0.05% | 152 |
|
|
2020
Q3 | $116K | Hold |
1,415
| – | – | 0.07% | 123 |
|
|
2020
Q2 | $113K | Buy |
1,415
+208
| +17% | +$16.6K | 0.07% | 122 |
|
|
2020
Q1 | $97K | Sell |
1,207
-498
| -29% | -$40K | 0.08% | 120 |
|
|
2019
Q4 | $161K | Buy |
+1,705
| New | +$161K | 0.1% | 96 |
|