Beacon Capital Management LLC (Tennessee)’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 | $72.4K | Sell |
697
-192
| -22% | -$19.9K | 0.01% | 267 |
|
|
2025
Q1 | $97.2K | Buy |
889
+5
| +0.6% | +$547 | 0.01% | 209 |
|
|
2024
Q4 | $81.5K | Buy |
884
+36
| +4% | +$3.32K | 0.01% | 221 |
|
|
2024
Q3 | $87K | Buy |
848
+36
| +4% | +$3.69K | 0.01% | 221 |
|
|
2024
Q2 | $71.3K | Buy |
812
+290
| +56% | +$25.5K | 0.01% | 225 |
|
|
2024
Q1 | $44.9K | Sell |
522
-329
| -39% | -$28.3K | 0.01% | 312 |
|
|
2023
Q4 | $64K | Sell |
851
-273
| -24% | -$20.5K | 0.02% | 182 |
|
|
2023
Q3 | $94.7K | Hold |
1,124
| – | – | 0.03% | 158 |
|
|
2023
Q2 | $94.7K | Hold |
1,124
| – | – | 0.03% | 158 |
|
|
2023
Q1 | $102K | Buy |
1,124
+1
| +0.1% | +$91 | 0.03% | 136 |
|
|
2022
Q4 | $107K | Buy |
1,123
+275
| +32% | +$26.1K | 0.04% | 134 |
|
|
2022
Q3 | $82K | Buy |
848
+1
| +0.1% | +$97 | 0.03% | 161 |
|
|
2022
Q2 | $85K | Hold |
847
| – | – | 0.02% | 173 |
|
|
2022
Q1 | $85K | Buy |
+847
| New | +$85K | 0.02% | 173 |
|