Barnes Pettey Financial Advisors’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 | $359K | Hold |
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|
2025
Q2 | $331K | Hold |
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|
2025
Q1 | $348K | Hold |
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|
2024
Q4 | $294K | Hold |
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|
2024
Q3 | $327K | Hold |
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|
2024
Q2 | $280K | Sell |
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|
2024
Q1 | $318K | Hold |
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|
2023
Q4 | $300K | Hold |
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|
2023
Q3 | $277K | Hold |
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|
2023
Q2 | $311K | Hold |
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|
2023
Q1 | $336K | Hold |
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|
2022
Q4 | $350K | Hold |
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|
2022
Q3 | $319K | Sell |
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|
2022
Q2 | $447K | Hold |
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|
2022
Q1 | $465K | Hold |
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|
2021
Q4 | $415K | Buy |
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