Bay Harbor Wealth Management’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 | $2.49K | Buy |
24
+12
| +100% | +$1.25K | ﹤0.01% | 270 |
|
|
2025
Q1 | $1.31K | Buy |
+12
| New | +$1.31K | ﹤0.01% | 253 |
|
|
2021
Q4 | – | Sell |
-42
| Closed | -$3K | – | 160 |
|
|
2021
Q3 | $3K | Sell |
42
-177
| -81% | -$12.6K | ﹤0.01% | 168 |
|
|
2021
Q2 | $19K | Sell |
219
-251
| -53% | -$21.8K | 0.01% | 159 |
|
|
2021
Q1 | $40K | Sell |
470
-148
| -24% | -$12.6K | 0.02% | 152 |
|
|
2020
Q4 | $51K | Sell |
618
-236
| -28% | -$19.5K | 0.02% | 159 |
|
|
2020
Q3 | $70K | Sell |
854
-15
| -2% | -$1.23K | 0.03% | 127 |
|
|
2020
Q2 | $69K | Buy |
+869
| New | +$69K | 0.04% | 126 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 356 |
|
|
2019
Q2 | – | Sell |
-1,284
| Closed | -$108K | – | 351 |
|
|
2019
Q1 | $108K | Sell |
1,284
-427
| -25% | -$35.9K | 0.07% | 116 |
|
|
2018
Q4 | $128K | Buy |
+1,711
| New | +$128K | 0.1% | 106 |
|