Bank of Stockton’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 | $590K | Sell |
5,689
-2
| -0% | -$208 | 0.18% | 79 |
|
|
2025
Q1 | $622K | Buy |
5,691
+796
| +16% | +$87K | 0.2% | 73 |
|
|
2024
Q4 | $451K | Sell |
4,895
-345
| -7% | -$31.8K | 0.14% | 95 |
|
|
2024
Q3 | $538K | Buy |
5,240
+178
| +4% | +$18.3K | 0.16% | 89 |
|
|
2024
Q2 | $444K | Buy |
5,062
+111
| +2% | +$9.74K | 0.14% | 95 |
|
|
2024
Q1 | $426K | Buy |
4,951
+685
| +16% | +$59K | 0.13% | 95 |
|
|
2023
Q4 | $331K | Buy |
4,266
+655
| +18% | +$50.9K | 0.11% | 103 |
|
|
2023
Q3 | $274K | Buy |
+3,611
| New | +$274K | 0.1% | 101 |
|
|
2016
Q2 | – | Sell |
-4,225
| Closed | -$281K | – | 105 |
|
|
2016
Q1 | $281K | Buy |
+4,225
| New | +$281K | 0.15% | 97 |
|