Barry Investment 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 | $550K | Buy |
5,305
+820
| +18% | +$85.1K | 0.14% | 65 |
|
|
2025
Q1 | $490K | Sell |
4,485
-27
| -0.6% | -$2.95K | 0.13% | 69 |
|
|
2024
Q4 | $416K | Sell |
4,512
-237
| -5% | -$21.9K | 0.13% | 77 |
|
|
2024
Q3 | $487K | Sell |
4,749
-62
| -1% | -$6.36K | 0.15% | 70 |
|
|
2024
Q2 | $422K | Sell |
4,811
-18
| -0.4% | -$1.58K | 0.14% | 78 |
|
|
2024
Q1 | $416K | Sell |
4,829
-82
| -2% | -$7.06K | 0.14% | 78 |
|
|
2023
Q4 | $399K | Sell |
4,911
-536
| -10% | -$43.5K | 0.13% | 73 |
|
|
2023
Q3 | $410K | Sell |
5,447
-214
| -4% | -$16.1K | 0.15% | 71 |
|
|
2023
Q2 | $477K | Buy |
5,661
+250
| +5% | +$21.1K | 0.16% | 75 |
|
|
2023
Q1 | $492K | Buy |
5,411
+50
| +0.9% | +$4.55K | 0.16% | 71 |
|
|
2022
Q4 | $509K | Sell |
5,361
-13
| -0.2% | -$1.23K | 0.16% | 73 |
|
|
2022
Q3 | $465K | Sell |
5,374
-463
| -8% | -$40.1K | 0.16% | 73 |
|
|
2022
Q2 | $560K | Buy |
5,837
+7
| +0.1% | +$672 | 0.17% | 72 |
|
|
2022
Q1 | $582K | Buy |
5,830
+1,691
| +41% | +$169K | 0.15% | 76 |
|
|
2021
Q4 | $368K | Buy |
4,139
+1,295
| +46% | +$115K | 0.1% | 91 |
|
|
2021
Q3 | $231K | Buy |
+2,844
| New | +$231K | 0.06% | 107 |
|
|
2020
Q1 | – | Sell |
-2,167
| Closed | -$205K | – | 69 |
|
|
2019
Q4 | $205K | Sell |
2,167
-275
| -11% | -$26K | 0.07% | 66 |
|
|
2019
Q3 | $229K | Sell |
2,442
-50
| -2% | -$4.69K | 0.08% | 57 |
|
|
2019
Q2 | $219K | Sell |
2,492
-27
| -1% | -$2.37K | 0.08% | 62 |
|
|
2019
Q1 | $211K | Sell |
2,519
-1,326
| -34% | -$111K | 0.07% | 67 |
|
|
2018
Q4 | $287K | Sell |
3,845
-103
| -3% | -$7.69K | 0.11% | 61 |
|
|
2018
Q3 | $280K | Buy |
3,948
+16
| +0.4% | +$1.14K | 0.09% | 61 |
|
|
2018
Q2 | $272K | Sell |
3,932
-99
| -2% | -$6.85K | 0.1% | 59 |
|
|
2018
Q1 | $277K | Buy |
4,031
+18
| +0.4% | +$1.24K | 0.11% | 58 |
|
|
2017
Q4 | $295K | Sell |
4,013
-121
| -3% | -$8.9K | 0.11% | 59 |
|
|
2017
Q3 | $290K | Sell |
4,134
-53
| -1% | -$3.72K | 0.11% | 58 |
|
|
2017
Q2 | $291K | Buy |
4,187
+17
| +0.4% | +$1.18K | 0.11% | 56 |
|
|
2017
Q1 | $280K | Buy |
4,170
+19
| +0.5% | +$1.28K | 0.1% | 56 |
|
|
2016
Q4 | $261K | Sell |
4,151
-30
| -0.7% | -$1.89K | 0.09% | 58 |
|
|
2016
Q3 | $268K | Sell |
4,181
-737
| -15% | -$47.2K | 0.09% | 60 |
|
|
2016
Q2 | $345K | Sell |
4,918
-21
| -0.4% | -$1.47K | 0.13% | 54 |
|
|
2016
Q1 | $328K | Buy |
4,939
+19
| +0.4% | +$1.26K | 0.1% | 61 |
|
|
2015
Q4 | $287K | Buy |
4,920
+21
| +0.4% | +$1.23K | 0.09% | 63 |
|
|
2015
Q3 | $279K | Sell |
4,899
-67
| -1% | -$3.82K | 0.09% | 66 |
|
|
2015
Q2 | $263K | Sell |
4,966
-284
| -5% | -$15K | 0.26% | 36 |
|
|
2015
Q1 | $295K | Sell |
5,250
-233
| -4% | -$13.1K | 0.09% | 68 |
|
|
2014
Q4 | $333K | Buy |
+5,483
| New | +$333K | 0.11% | 66 |
|