Avantax Planning Partners’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
Q3 | $341K | Buy |
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|
2025
Q2 | $314K | Buy |
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|
2025
Q1 | $246K | Hold |
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|
2024
Q4 | $208K | Hold |
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|
2024
Q3 | $231K | Sell |
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|
2024
Q2 | $336K | Sell |
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|
2024
Q1 | $401K | Sell |
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|
2023
Q4 | $446K | Buy |
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|
2023
Q3 | $353K | Buy |
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|
2023
Q2 | $388K | Buy |
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|
2023
Q1 | $413K | Sell |
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|
2022
Q4 | $461K | Buy |
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|
2022
Q3 | $395K | Sell |
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|
2022
Q2 | $456K | Buy |
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|
2022
Q1 | $401K | Sell |
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|
2021
Q4 | $385K | Sell |
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|
2021
Q3 | $353K | Sell |
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|
2021
Q2 | $411K | Buy |
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|
2021
Q1 | $411K | Sell |
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|
2020
Q4 | $432K | Sell |
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|
2020
Q3 | $535K | Buy |
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|
2020
Q2 | $441K | Sell |
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|
2020
Q1 | $445K | Sell |
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|
2019
Q4 | $611K | Buy |
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|
2019
Q3 | $580K | Buy |
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|
2019
Q2 | $557K | Buy |
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|
2019
Q1 | $516K | Buy |
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|
2018
Q4 | $457K | Buy |
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|
2018
Q3 | $248K | Buy |
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|
2018
Q2 | $242K | Sell |
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|
2018
Q1 | $422K | Sell |
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|
2017
Q4 | $517K | Sell |
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|
2017
Q3 | $605K | Buy |
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|
2017
Q2 | $597K | Sell |
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|
2017
Q1 | $876K | Sell |
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|
2016
Q4 | $877K | Buy |
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