Avalon Trust’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 | $179K | Hold |
1,722
| – | – | 0.01% | 148 |
|
|
2025
Q1 | $188K | Buy |
1,722
+1,000
| +139% | +$109K | 0.02% | 134 |
|
|
2024
Q4 | $66.6K | Hold |
722
| – | – | ﹤0.01% | 198 |
|
|
2024
Q3 | $74.1K | Hold |
722
| – | – | 0.01% | 189 |
|
|
2024
Q2 | $63.3K | Hold |
722
| – | – | 0.01% | 192 |
|
|
2024
Q1 | $62.2K | Hold |
722
| – | – | 0.01% | 204 |
|
|
2023
Q4 | $58.6K | Hold |
722
| – | – | 0.01% | 197 |
|
|
2023
Q3 | $54.3K | Hold |
722
| – | – | 0.01% | 184 |
|
|
2023
Q2 | $60.8K | Hold |
722
| – | – | 0.01% | 192 |
|
|
2023
Q1 | $65.7K | Buy |
+722
| New | +$65.7K | 0.01% | 180 |
|