Bard Financial Services’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 | $678K | Hold |
6,530
| – | – | 0.08% | 133 |
|
|
2025
Q1 | $714K | Hold |
6,530
| – | – | 0.09% | 132 |
|
|
2024
Q4 | $602K | Sell |
6,530
-625
| -9% | -$57.6K | 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 | +$596K | 0.06% | 169 |
|