Avestar Capital’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 | $599K | Buy |
5,770
+1,808
| +46% | +$188K | 0.04% | 262 |
|
2025
Q1 | $433K | Sell |
3,962
-870
| -18% | -$95.1K | 0.04% | 269 |
|
2024
Q4 | $446K | Buy |
4,832
+154
| +3% | +$14.2K | 0.04% | 283 |
|
2024
Q3 | $480K | Buy |
4,678
+120
| +3% | +$12.3K | 0.05% | 244 |
|
2024
Q2 | $400K | Sell |
4,558
-384
| -8% | -$33.7K | 0.04% | 254 |
|
2024
Q1 | $426K | Buy |
4,942
+2,134
| +76% | +$184K | 0.04% | 239 |
|
2023
Q4 | $228K | Buy |
+2,808
| New | +$228K | 0.03% | 314 |
|
2019
Q3 | – | Sell |
-37
| Closed | -$2K | – | 175 |
|
2019
Q2 | $2K | Hold |
37
| – | – | ﹤0.01% | 663 |
|
2019
Q1 | $2K | Hold |
37
| – | – | ﹤0.01% | 642 |
|
2018
Q4 | $2K | Hold |
37
| – | – | ﹤0.01% | 614 |
|
2018
Q3 | $2K | Buy |
37
+11
| +42% | +$595 | ﹤0.01% | 617 |
|
2018
Q2 | $1K | Buy |
26
+9
| +53% | +$346 | ﹤0.01% | 717 |
|
2018
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 673 |
|
2017
Q4 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 669 |
|