Beacon Financial Advisory’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
$1.09M Buy
10,476
+531
+5% +$55.1K 0.28% 94
2025
Q1
$1.09M Buy
9,945
+133
+1% +$14.5K 0.33% 86
2024
Q4
$905K Buy
+9,812
New +$905K 0.29% 95