Baron Silver Stevens 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 | $217K | Buy |
2,093
+116
| +6% | +$12K | 0.03% | 135 |
|
|
2025
Q1 | $216K | Buy |
+1,977
| New | +$216K | 0.04% | 115 |
|
|
2024
Q4 | – | Sell |
-1,977
| Closed | -$203K | – | 128 |
|
|
2024
Q3 | $203K | Buy |
+1,977
| New | +$203K | 0.04% | 119 |
|
|
2021
Q1 | – | Sell |
-713
| Closed | -$59K | – | 60 |
|
|
2020
Q4 | $59K | Buy |
+713
| New | +$59K | 0.02% | 127 |
|