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 |
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|
2025
Q2 | $678K | Hold |
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|
2025
Q1 | $714K | Hold |
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|
2024
Q4 | $602K | Sell |
|
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|
2024
Q3 | $734K | Hold |
|
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|
2024
Q2 | $628K | Hold |
|
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|
2024
Q1 | $616K | Hold |
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|
2023
Q4 | $581K | Hold |
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|
2023
Q3 | $538K | Hold |
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|
2023
Q2 | $602K | Hold |
|
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|
2023
Q1 | $651K | Hold |
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|
2022
Q4 | $679K | Hold |
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|
2022
Q3 | $619K | Hold |
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|
2022
Q2 | $686K | Hold |
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|
2022
Q1 | $714K | Hold |
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|
2021
Q4 | $637K | Hold |
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|
2021
Q3 | $581K | Hold |
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|
2021
Q2 | $605K | Hold |
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|
2021
Q1 | $606K | Hold |
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|
2020
Q4 | $596K | Buy |
|