Beacon Pointe 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 | $2.03M | Buy |
19,587
+264
| +1% | +$27.4K | 0.02% | 480 |
|
|
2025
Q1 | $2.11M | Sell |
19,323
-461
| -2% | -$50.4K | 0.02% | 450 |
|
|
2024
Q4 | $1.82M | Sell |
19,784
-611
| -3% | -$56.4K | 0.02% | 480 |
|
|
2024
Q3 | $2.09M | Sell |
20,395
-2,667
| -12% | -$274K | 0.02% | 463 |
|
|
2024
Q2 | $2.02M | Sell |
23,062
-2,351
| -9% | -$206K | 0.02% | 471 |
|
|
2024
Q1 | $2.19M | Buy |
25,413
+1,430
| +6% | +$123K | 0.02% | 476 |
|
|
2023
Q4 | $1.95M | Sell |
23,983
-2,615
| -10% | -$212K | 0.02% | 487 |
|
|
2023
Q3 | $2M | Buy |
26,598
+2,127
| +9% | +$160K | 0.02% | 454 |
|
|
2023
Q2 | $2.06M | Sell |
24,471
-5,850
| -19% | -$493K | 0.03% | 362 |
|
|
2023
Q1 | $2.76M | Sell |
30,321
-5,089
| -14% | -$463K | 0.05% | 325 |
|
|
2022
Q4 | $3.36M | Buy |
35,410
+9,249
| +35% | +$878K | 0.07% | 262 |
|
|
2022
Q3 | $2.26M | Buy |
26,161
+3,020
| +13% | +$261K | 0.05% | 295 |
|
|
2022
Q2 | $2.22M | Sell |
23,141
-1,344
| -5% | -$129K | 0.05% | 312 |
|
|
2022
Q1 | $2.44M | Buy |
24,485
+10,928
| +81% | +$1.09M | 0.03% | 408 |
|
|
2021
Q4 | $1.21M | Sell |
13,557
-2,906
| -18% | -$259K | 0.03% | 342 |
|
|
2021
Q3 | $1.34M | Buy |
16,463
+2,856
| +21% | +$232K | 0.03% | 359 |
|
|
2021
Q2 | $1.15M | Buy |
13,607
+8,555
| +169% | +$724K | 0.04% | 312 |
|
|
2021
Q1 | $428K | Sell |
5,052
-155
| -3% | -$13.1K | 0.03% | 316 |
|
|
2020
Q4 | $435K | Sell |
5,207
-715
| -12% | -$59.7K | 0.03% | 297 |
|
|
2020
Q3 | $484K | Buy |
5,922
+111
| +2% | +$9.07K | 0.05% | 235 |
|
|
2020
Q2 | $465K | Buy |
5,811
+1,427
| +33% | +$114K | 0.05% | 242 |
|
|
2020
Q1 | $352K | Buy |
+4,384
| New | +$352K | 0.06% | 209 |
|