Beacon Pointe Advisors’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.06M | Sell |
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|
2025
Q2 | $2.03M | Buy |
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|
2025
Q1 | $2.11M | Sell |
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|
2024
Q4 | $1.82M | Sell |
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|
2024
Q3 | $2.09M | Sell |
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|
2024
Q2 | $2.02M | Sell |
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|
2024
Q1 | $2.19M | Buy |
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|
2023
Q4 | $1.95M | Sell |
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|
2023
Q3 | $2M | Buy |
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|
2023
Q2 | $2.06M | Sell |
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|
2023
Q1 | $2.76M | Sell |
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|
2022
Q4 | $3.36M | Buy |
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|
2022
Q3 | $2.26M | Buy |
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|
2022
Q2 | $2.22M | Sell |
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|
2022
Q1 | $2.44M | Buy |
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|
2021
Q4 | $1.21M | Sell |
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|
2021
Q3 | $1.34M | Buy |
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|
2021
Q2 | $1.15M | Buy |
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|
2021
Q1 | $428K | Sell |
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|
2020
Q4 | $435K | Sell |
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|
2020
Q3 | $484K | Buy |
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|
2020
Q2 | $465K | Buy |
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|
2020
Q1 | $352K | Buy |
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