B. Riley Wealth Advisors’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 | $403K | Buy |
+3,886
| New | +$403K | 0.02% | 596 |
|
|
2024
Q4 | $2.69M | Sell |
29,217
-1,812
| -6% | -$167K | 0.09% | 226 |
|
|
2024
Q3 | $3.17M | Sell |
31,029
-3,346
| -10% | -$342K | 0.09% | 221 |
|
|
2024
Q2 | $3.02M | Buy |
34,375
+8,439
| +33% | +$740K | 0.08% | 242 |
|
|
2024
Q1 | $1.95M | Sell |
25,936
-3,371
| -12% | -$254K | 0.05% | 366 |
|
|
2023
Q4 | $2.38M | Buy |
29,307
+3,371
| +13% | +$274K | 0.06% | 317 |
|
|
2023
Q3 | $1.95M | Sell |
25,936
-57,787
| -69% | -$4.35M | 0.05% | 366 |
|
|
2023
Q2 | $7.05M | Buy |
83,723
+56,051
| +203% | +$4.72M | 0.16% | 136 |
|
|
2023
Q1 | $2.52M | Buy |
27,672
+5,090
| +23% | +$463K | 0.07% | 290 |
|
|
2022
Q4 | $2.14M | Buy |
22,582
+8,599
| +61% | +$816K | 0.06% | 318 |
|
|
2022
Q3 | $1.21M | Buy |
13,983
+6,849
| +96% | +$592K | 0.04% | 445 |
|
|
2022
Q2 | $685K | Sell |
7,134
-2,056
| -22% | -$197K | 0.03% | 538 |
|
|
2022
Q1 | $917K | Buy |
9,190
+152
| +2% | +$15.2K | 0.03% | 523 |
|
|
2021
Q4 | $805K | Buy |
9,038
+341
| +4% | +$30.4K | 0.02% | 601 |
|
|
2021
Q3 | $707K | Buy |
8,697
+546
| +7% | +$44.4K | 0.02% | 640 |
|
|
2021
Q2 | $690K | Buy |
8,151
+14
| +0.2% | +$1.19K | 0.02% | 642 |
|
|
2021
Q1 | $690K | Buy |
8,137
+2,367
| +41% | +$201K | 0.02% | 596 |
|
|
2020
Q4 | $481K | Sell |
5,770
-5,888
| -51% | -$491K | 0.03% | 548 |
|
|
2020
Q3 | $953K | Sell |
11,658
-324
| -3% | -$26.5K | 0.05% | 319 |
|
|
2020
Q2 | $955K | Sell |
11,982
-1,144
| -9% | -$91.2K | 0.06% | 287 |
|
|
2020
Q1 | $1.05M | Buy |
13,126
+5,182
| +65% | +$415K | 0.09% | 226 |
|
|
2019
Q4 | $751K | Buy |
7,944
+635
| +9% | +$60K | 0.06% | 301 |
|
|
2019
Q3 | $686K | Buy |
7,309
+1,017
| +16% | +$95.5K | 0.07% | 303 |
|
|
2019
Q2 | $554K | Buy |
6,292
+1,155
| +22% | +$102K | 0.06% | 342 |
|
|
2019
Q1 | $431K | Buy |
5,137
+1,344
| +35% | +$113K | 0.05% | 378 |
|
|
2018
Q4 | $284K | Sell |
3,793
-1,925
| -34% | -$144K | 0.04% | 460 |
|
|
2018
Q3 | $407K | Sell |
5,718
-117
| -2% | -$8.33K | 0.05% | 400 |
|
|
2018
Q2 | $405K | Buy |
5,835
+623
| +12% | +$43.2K | 0.05% | 385 |
|
|
2018
Q1 | $359K | Sell |
5,212
-1,780
| -25% | -$123K | 0.05% | 401 |
|
|
2017
Q4 | $516K | Sell |
6,992
-2,895
| -29% | -$214K | 0.07% | 303 |
|
|
2017
Q3 | $696K | Sell |
9,887
-1,234
| -11% | -$86.9K | 0.12% | 196 |
|
|
2017
Q2 | $774K | Buy |
11,121
+150
| +1% | +$10.4K | 0.14% | 182 |
|
|
2017
Q1 | $738K | Buy |
10,971
+48
| +0.4% | +$3.23K | 0.15% | 171 |
|
|
2016
Q4 | $690K | Sell |
10,923
-2,385
| -18% | -$151K | 0.14% | 177 |
|
|
2016
Q3 | $558K | Buy |
13,308
+1,462
| +12% | +$61.3K | 0.11% | 228 |
|
|
2016
Q2 | $554K | Sell |
11,846
-540
| -4% | -$25.3K | 0.11% | 225 |
|
|
2016
Q1 | $556K | Buy |
12,386
+479
| +4% | +$21.5K | 0.13% | 201 |
|
|
2015
Q4 | $695K | Buy |
11,907
+4,465
| +60% | +$261K | 0.14% | 182 |
|
|
2015
Q3 | $424K | Buy |
7,442
+892
| +14% | +$50.8K | 0.1% | 265 |
|
|
2015
Q2 | $348K | Sell |
6,550
-1,671
| -20% | -$88.8K | 0.09% | 293 |
|
|
2015
Q1 | $463K | Sell |
8,221
-15
| -0.2% | -$845 | 0.11% | 241 |
|
|
2014
Q4 | $4.8K | Buy |
8,236
+1,374
| +20% | +$800 | 0.1% | 255 |
|
|
2014
Q3 | $358K | Sell |
6,862
-7,868
| -53% | -$410K | 0.09% | 294 |
|
|
2014
Q2 | $401K | Buy |
14,730
+6,521
| +79% | +$178K | 0.09% | 235 |
|
|
2014
Q1 | $416K | Buy |
8,209
+633
| +8% | +$32.1K | 0.13% | 181 |
|
|
2013
Q4 | $354K | Sell |
7,576
-4,460
| -37% | -$208K | 0.11% | 203 |
|
|
2013
Q3 | $522K | Buy |
12,036
+4,703
| +64% | +$204K | 0.18% | 135 |
|
|
2013
Q2 | $328K | Buy |
+7,333
| New | +$328K | 0.11% | 210 |
|