Barnes Pettey Financial Advisors’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 | $331K | Hold |
3,188
| – | – | 0.22% | 77 |
|
|
2025
Q1 | $348K | Hold |
3,188
| – | – | 0.27% | 68 |
|
|
2024
Q4 | $294K | Hold |
3,188
| – | – | 0.22% | 77 |
|
|
2024
Q3 | $327K | Hold |
3,188
| – | – | 0.26% | 69 |
|
|
2024
Q2 | $280K | Sell |
3,188
-500
| -14% | -$43.9K | 0.24% | 71 |
|
|
2024
Q1 | $318K | Hold |
3,688
| – | – | 0.27% | 61 |
|
|
2023
Q4 | $300K | Hold |
3,688
| – | – | 0.24% | 70 |
|
|
2023
Q3 | $277K | Hold |
3,688
| – | – | 0.25% | 72 |
|
|
2023
Q2 | $311K | Hold |
3,688
| – | – | 0.27% | 68 |
|
|
2023
Q1 | $336K | Hold |
3,688
| – | – | 0.32% | 65 |
|
|
2022
Q4 | $350K | Hold |
3,688
| – | – | 0.36% | 64 |
|
|
2022
Q3 | $319K | Sell |
3,688
-975
| -21% | -$84.3K | 0.44% | 61 |
|
|
2022
Q2 | $447K | Hold |
4,663
| – | – | 0.58% | 47 |
|
|
2022
Q1 | $465K | Hold |
4,663
| – | – | 0.56% | 48 |
|
|
2021
Q4 | $415K | Buy |
+4,663
| New | +$415K | 0.48% | 51 |
|