Avior Wealth Management’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
Q1 | – | Sell |
-1,303
| Closed | -$120K | – | 766 |
|
|
2024
Q4 | $120K | Sell |
1,303
-257
| -16% | -$23.7K | ﹤0.01% | 844 |
|
|
2024
Q3 | $160K | Sell |
1,560
-14
| -0.9% | -$1.44K | 0.01% | 755 |
|
|
2024
Q2 | $138K | Sell |
1,574
-488
| -24% | -$42.8K | 0.01% | 775 |
|
|
2024
Q1 | $178K | Buy |
2,062
+1,802
| +693% | +$155K | 0.01% | 741 |
|
|
2023
Q4 | $21.1K | Sell |
260
-871
| -77% | -$70.8K | ﹤0.01% | 876 |
|
|
2023
Q3 | $85.1K | Buy |
1,131
+10
| +0.9% | +$753 | 0.01% | 660 |
|
|
2023
Q2 | $94.4K | Sell |
1,121
-50
| -4% | -$4.21K | 0.01% | 640 |
|
|
2023
Q1 | $107K | Buy |
1,171
+1,022
| +686% | +$93K | 0.01% | 629 |
|
|
2022
Q4 | $14.1K | Hold |
149
| – | – | ﹤0.01% | 803 |
|
|
2022
Q3 | $12K | Sell |
149
-17
| -10% | -$1.37K | ﹤0.01% | 822 |
|
|
2022
Q2 | $15K | Sell |
166
-4
| -2% | -$361 | ﹤0.01% | 706 |
|
|
2022
Q1 | $16K | Sell |
170
-18
| -10% | -$1.69K | ﹤0.01% | 748 |
|
|
2021
Q4 | $16K | Sell |
188
-30
| -14% | -$2.55K | ﹤0.01% | 739 |
|
|
2021
Q3 | $17K | Sell |
218
-576
| -73% | -$44.9K | ﹤0.01% | 695 |
|
|
2021
Q2 | $41K | Buy |
794
+305
| +62% | +$15.7K | ﹤0.01% | 548 |
|
|
2021
Q1 | $41K | Sell |
489
-283
| -37% | -$23.7K | ﹤0.01% | 543 |
|
|
2020
Q4 | $64K | Buy |
772
+288
| +60% | +$23.9K | 0.01% | 467 |
|
|
2020
Q3 | $39K | Buy |
484
+2
| +0.4% | +$161 | 0.01% | 519 |
|
|
2020
Q2 | $38K | Buy |
482
+266
| +123% | +$21K | 0.01% | 509 |
|
|
2020
Q1 | $17K | Sell |
216
-105
| -33% | -$8.26K | ﹤0.01% | 528 |
|
|
2019
Q4 | $30K | Buy |
321
+86
| +37% | +$8.04K | ﹤0.01% | 501 |
|
|
2019
Q3 | $22K | Buy |
235
+19
| +9% | +$1.78K | ﹤0.01% | 514 |
|
|
2019
Q2 | $19K | Hold |
216
| – | – | ﹤0.01% | 529 |
|
|
2019
Q1 | $18K | Hold |
216
| – | – | ﹤0.01% | 494 |
|
|
2018
Q4 | $16K | Hold |
216
| – | – | ﹤0.01% | 539 |
|
|
2018
Q3 | $15K | Sell |
216
-120
| -36% | -$8.33K | ﹤0.01% | 552 |
|
|
2018
Q2 | $23K | Buy |
336
+202
| +151% | +$13.8K | 0.01% | 528 |
|
|
2018
Q1 | $9K | Hold |
134
| – | – | ﹤0.01% | 587 |
|
|
2017
Q4 | $10K | Buy |
134
+14
| +12% | +$1.05K | ﹤0.01% | 590 |
|
|
2017
Q3 | $8K | Hold |
120
| – | – | ﹤0.01% | 348 |
|
|
2017
Q2 | $8K | Hold |
120
| – | – | ﹤0.01% | 327 |
|
|
2017
Q1 | $8K | Sell |
120
-36
| -23% | -$2.4K | ﹤0.01% | 371 |
|
|
2016
Q4 | $10K | Sell |
156
-610
| -80% | -$39.1K | ﹤0.01% | 328 |
|
|
2016
Q3 | $49K | Hold |
766
| – | – | 0.02% | 228 |
|
|
2016
Q2 | $54K | Hold |
766
| – | – | 0.02% | 204 |
|
|
2016
Q1 | $51K | Hold |
766
| – | – | 0.02% | 209 |
|
|
2015
Q4 | $45K | Hold |
766
| – | – | 0.02% | 183 |
|
|
2015
Q3 | $44K | Hold |
766
| – | – | 0.03% | 175 |
|
|
2015
Q2 | $41K | Hold |
766
| – | – | 0.03% | 145 |
|
|
2015
Q1 | $43K | Hold |
766
| – | – | 0.03% | 142 |
|
|
2014
Q4 | $47K | Hold |
766
| – | – | 0.04% | 136 |
|
|
2014
Q3 | $40K | Hold |
766
| – | – | 0.03% | 145 |
|
|
2014
Q2 | $43K | Buy |
766
+120
| +19% | +$6.74K | 0.04% | 142 |
|
|
2014
Q1 | $33K | Buy |
+646
| New | +$33K | 0.03% | 153 |
|