Avantax Advisory Services’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 | $6.01M | Buy |
57,923
+58
| +0.1% | +$6.02K | 0.03% | 398 |
|
|
2025
Q1 | $6.32M | Buy |
57,865
+682
| +1% | +$74.5K | 0.04% | 344 |
|
|
2024
Q4 | $5.27M | Buy |
57,183
+3,075
| +6% | +$284K | 0.03% | 383 |
|
|
2024
Q3 | $5.55M | Buy |
54,108
+2,774
| +5% | +$285K | 0.04% | 363 |
|
|
2024
Q2 | $4.5M | Buy |
51,334
+31,624
| +160% | +$2.77M | 0.03% | 404 |
|
|
2024
Q1 | $1.7M | Sell |
19,710
-891
| -4% | -$76.7K | 0.02% | 581 |
|
|
2023
Q4 | $1.67M | Sell |
20,601
-468
| -2% | -$38K | 0.02% | 556 |
|
|
2023
Q3 | $1.58M | Sell |
21,069
-307
| -1% | -$23.1K | 0.02% | 535 |
|
|
2023
Q2 | $1.8M | Sell |
21,376
-453
| -2% | -$38.1K | 0.02% | 486 |
|
|
2023
Q1 | $1.99M | Sell |
21,829
-70
| -0.3% | -$6.37K | 0.02% | 448 |
|
|
2022
Q4 | $2.08M | Sell |
21,899
-430
| -2% | -$40.8K | 0.03% | 415 |
|
|
2022
Q3 | $1.93M | Buy |
22,329
+1,784
| +9% | +$154K | 0.03% | 384 |
|
|
2022
Q2 | $1.97M | Buy |
20,545
+2,085
| +11% | +$200K | 0.03% | 384 |
|
|
2022
Q1 | $1.84M | Buy |
18,460
+1,954
| +12% | +$195K | 0.03% | 396 |
|
|
2021
Q4 | $1.47M | Buy |
16,506
+1,028
| +7% | +$91.5K | 0.02% | 423 |
|
|
2021
Q3 | $1.26M | Buy |
15,478
+528
| +4% | +$42.9K | 0.02% | 427 |
|
|
2021
Q2 | $1.26M | Buy |
14,950
+63
| +0.4% | +$5.33K | 0.02% | 429 |
|
|
2021
Q1 | $1.26M | Buy |
14,887
+796
| +6% | +$67.3K | 0.03% | 383 |
|
|
2020
Q4 | $1.17M | Sell |
14,091
-34,427
| -71% | -$2.87M | 0.03% | 364 |
|
|
2020
Q3 | $3.96M | Buy |
48,518
+35,887
| +284% | +$2.93M | 0.06% | 237 |
|
|
2020
Q2 | $1.01M | Sell |
12,631
-491
| -4% | -$39.1K | 0.03% | 346 |
|
|
2020
Q1 | $1.05M | Sell |
13,122
-92
| -0.7% | -$7.36K | 0.03% | 291 |
|
|
2019
Q4 | $1.25M | Buy |
13,214
+7,193
| +119% | +$678K | 0.03% | 294 |
|
|
2019
Q3 | $565K | Buy |
6,021
+662
| +12% | +$62.1K | 0.02% | 306 |
|
|
2019
Q2 | $472K | Buy |
5,359
+386
| +8% | +$34K | 0.02% | 304 |
|
|
2019
Q1 | $416K | Sell |
4,973
-178
| -3% | -$14.9K | 0.02% | 299 |
|
|
2018
Q4 | $387K | Buy |
+5,151
| New | +$387K | 0.07% | 264 |
|