Aull & Monroe Investment Management’s American Electric Power AEP Stock Holding History

Aull & Monroe Investment Management’s Portfolio AEP Stock Details AEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$493K	Buy	4,754 +180	+4%	+$18.7K	0.26%	77
2025 Q1	$500K	Hold	4,574	–	–	0.25%	78
2024 Q4	$422K	Hold	4,574	–	–	0.22%	87
2024 Q3	$469K	Hold	4,574	–	–	0.22%	86
2024 Q2	$401K	Hold	4,574	–	–	0.2%	94
2024 Q1	$394K	Hold	4,574	–	–	0.18%	95
2023 Q4	$372K	Hold	4,574	–	–	0.18%	96
2023 Q3	$344K	Sell	4,574 -31	-0.7%	-$2.33K	0.18%	94
2023 Q2	$388K	Hold	4,605	–	–	0.2%	92
2023 Q1	$419K	Sell	4,605 -160	-3%	-$14.6K	0.21%	88
2022 Q4	$452K	Hold	4,765	–	–	0.23%	83
2022 Q3	$412K	Sell	4,765 -500	-9%	-$43.2K	0.23%	84
2022 Q2	$505K	Hold	5,265	–	–	0.26%	80
2022 Q1	$525K	Hold	5,265	–	–	0.24%	86
2021 Q4	$468K	Sell	5,265 -198	-4%	-$17.6K	0.21%	94
2021 Q3	$443K	Hold	5,463	–	–	0.22%	92
2021 Q2	$462K	Hold	5,463	–	–	0.22%	91
2021 Q1	$463K	Buy	5,463 +250	+5%	+$21.2K	0.23%	88
2020 Q4	$434K	Hold	5,213	–	–	0.23%	86
2020 Q3	$426K	Hold	5,213	–	–	0.25%	86
2020 Q2	$416K	Sell	5,213 -1,170	-18%	-$93.4K	0.26%	87
2020 Q1	$511K	Hold	6,383	–	–	0.34%	72
2019 Q4	$603K	Hold	6,383	–	–	0.31%	79
2019 Q3	$598K	Hold	6,383	–	–	0.32%	78
2019 Q2	$562K	Hold	6,383	–	–	0.3%	80
2019 Q1	$534K	Hold	6,383	–	–	0.29%	82
2018 Q4	$477K	Sell	6,383 -223	-3%	-$16.7K	0.27%	81
2018 Q3	$468K	Hold	6,606	–	–	0.23%	89
2018 Q2	$458K	Sell	6,606 -240	-4%	-$16.6K	0.24%	88
2018 Q1	$470K	Buy	6,846 +200	+3%	+$13.7K	0.25%	89
2017 Q4	$489K	Sell	6,646 -50	-0.7%	-$3.68K	0.25%	89
2017 Q3	$470K	Buy	6,696 +198	+3%	+$13.9K	0.24%	88
2017 Q2	$451K	Hold	6,498	–	–	0.24%	90
2017 Q1	$437K	Sell	6,498 -100	-2%	-$6.73K	0.23%	92
2016 Q4	$416K	Hold	6,598	–	–	0.23%	87
2016 Q3	$423K	Hold	6,598	–	–	0.24%	90
2016 Q2	$463K	Sell	6,598 -176	-3%	-$12.4K	0.27%	85
2016 Q1	$450K	Hold	6,774	–	–	0.27%	83
2015 Q4	$395K	Hold	6,774	–	–	0.25%	88
2015 Q3	$385K	Sell	6,774 -458	-6%	-$26K	0.25%	88
2015 Q2	$404K	Sell	7,232 -3	-0%	-$168	0.24%	87
2015 Q1	$407K	Hold	7,235	–	–	0.23%	90
2014 Q4	$439K	Sell	7,235 -740	-9%	-$44.9K	0.24%	88
2014 Q3	$417K	Buy	7,975 +498	+7%	+$26K	0.22%	91
2014 Q2	$417K	Hold	7,477	–	–	0.22%	90
2014 Q1	$379K	Hold	7,477	–	–	0.22%	89
2013 Q4	$349K	Hold	7,477	–	–	0.2%	90
2013 Q3	$324K	Sell	7,477 -34	-0.5%	-$1.47K	0.21%	92
2013 Q2	$336K	Buy	+7,511	New	+$336K	0.23%	87