APP
Avantax Planning Partners’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $314K | Buy |
3,028
+772
| +34% | +$80.1K | 0.01% | 347 |
|
|
2025
Q1 | $246K | Hold |
2,256
| – | – | 0.01% | 372 |
|
|
2024
Q4 | $208K | Hold |
2,256
| – | – | 0.01% | 408 |
|
|
2024
Q3 | $231K | Sell |
2,256
-1,573
| -41% | -$161K | 0.01% | 393 |
|
|
2024
Q2 | $336K | Sell |
3,829
-825
| -18% | -$72.4K | 0.01% | 342 |
|
|
2024
Q1 | $401K | Sell |
4,654
-836
| -15% | -$72K | 0.01% | 320 |
|
|
2023
Q4 | $446K | Buy |
5,490
+791
| +17% | +$64.2K | 0.02% | 253 |
|
|
2023
Q3 | $353K | Buy |
4,699
+90
| +2% | +$6.77K | 0.01% | 260 |
|
|
2023
Q2 | $388K | Buy |
4,609
+69
| +2% | +$5.81K | 0.02% | 256 |
|
|
2023
Q1 | $413K | Sell |
4,540
-312
| -6% | -$28.4K | 0.02% | 251 |
|
|
2022
Q4 | $461K | Buy |
4,852
+280
| +6% | +$26.6K | 0.02% | 239 |
|
|
2022
Q3 | $395K | Sell |
4,572
-183
| -4% | -$15.8K | 0.02% | 249 |
|
|
2022
Q2 | $456K | Buy |
4,755
+739
| +18% | +$70.9K | 0.02% | 223 |
|
|
2022
Q1 | $401K | Sell |
4,016
-308
| -7% | -$30.8K | 0.02% | 245 |
|
|
2021
Q4 | $385K | Sell |
4,324
-24
| -0.6% | -$2.14K | 0.02% | 240 |
|
|
2021
Q3 | $353K | Sell |
4,348
-507
| -10% | -$41.2K | 0.02% | 232 |
|
|
2021
Q2 | $411K | Buy |
4,855
+6
| +0.1% | +$508 | 0.02% | 215 |
|
|
2021
Q1 | $411K | Sell |
4,849
-334
| -6% | -$28.3K | 0.02% | 207 |
|
|
2020
Q4 | $432K | Sell |
5,183
-1,359
| -21% | -$113K | 0.02% | 197 |
|
|
2020
Q3 | $535K | Buy |
6,542
+1,010
| +18% | +$82.6K | 0.03% | 175 |
|
|
2020
Q2 | $441K | Sell |
5,532
-35
| -0.6% | -$2.79K | 0.02% | 185 |
|
|
2020
Q1 | $445K | Sell |
5,567
-902
| -14% | -$72.1K | 0.03% | 164 |
|
|
2019
Q4 | $611K | Buy |
6,469
+278
| +4% | +$26.3K | 0.04% | 149 |
|
|
2019
Q3 | $580K | Buy |
6,191
+3
| +0% | +$281 | 0.04% | 150 |
|
|
2019
Q2 | $557K | Buy |
6,188
+28
| +0.5% | +$2.52K | 0.04% | 157 |
|
|
2019
Q1 | $516K | Buy |
6,160
+43
| +0.7% | +$3.6K | 0.04% | 159 |
|
|
2018
Q4 | $457K | Buy |
6,117
+2,623
| +75% | +$196K | 0.03% | 152 |
|
|
2018
Q3 | $248K | Buy |
3,494
+3
| +0.1% | +$213 | 0.02% | 215 |
|
|
2018
Q2 | $242K | Sell |
3,491
-2,676
| -43% | -$186K | 0.02% | 210 |
|
|
2018
Q1 | $422K | Sell |
6,167
-854
| -12% | -$58.4K | 0.04% | 191 |
|
|
2017
Q4 | $517K | Sell |
7,021
-1,587
| -18% | -$117K | 0.05% | 163 |
|
|
2017
Q3 | $605K | Buy |
8,608
+12
| +0.1% | +$843 | 0.05% | 175 |
|
|
2017
Q2 | $597K | Sell |
8,596
-4,452
| -34% | -$309K | 0.05% | 164 |
|
|
2017
Q1 | $876K | Sell |
13,048
-881
| -6% | -$59.1K | 0.08% | 119 |
|
|
2016
Q4 | $877K | Buy |
+13,929
| New | +$877K | 0.09% | 108 |
|