Bard Financial Services’s American Electric Power AEP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$735K	Hold	6,530	–	–	0.08%	128
2025 Q2	$678K	Hold	6,530	–	–	0.08%	133
2025 Q1	$714K	Hold	6,530	–	–	0.09%	132
2024 Q4	$602K	Sell	6,530 -625	-9%	-$60.5K	0.07%	136
2024 Q3	$734K	Hold	7,155	–	–	0.09%	128
2024 Q2	$628K	Hold	7,155	–	–	0.06%	142
2024 Q1	$616K	Hold	7,155	–	–	0.07%	140
2023 Q4	$581K	Hold	7,155	–	–	0.07%	147
2023 Q3	$538K	Hold	7,155	–	–	0.07%	140
2023 Q2	$602K	Hold	7,155	–	–	0.05%	198
2023 Q1	$651K	Hold	7,155	–	–	0.05%	193
2022 Q4	$679K	Hold	7,155	–	–	0.06%	187
2022 Q3	$619K	Hold	7,155	–	–	0.06%	181
2022 Q2	$686K	Hold	7,155	–	–	0.06%	176
2022 Q1	$714K	Hold	7,155	–	–	0.06%	170
2021 Q4	$637K	Hold	7,155	–	–	0.05%	175
2021 Q3	$581K	Hold	7,155	–	–	0.05%	173
2021 Q2	$605K	Hold	7,155	–	–	0.05%	173
2021 Q1	$606K	Hold	7,155	–	–	0.06%	166
2020 Q4	$596K	Buy	+7,155	New	+$621K	0.06%	169