Bedel Financial Consulting’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 | $401K | Hold |
3,867
| – | – | 0.05% | 175 |
|
|
2025
Q1 | $415K | Hold |
3,867
| – | – | 0.06% | 166 |
|
|
2024
Q4 | $384K | Sell |
3,867
-4
| -0.1% | -$398 | 0.05% | 181 |
|
|
2024
Q3 | $397K | Buy |
3,871
+304
| +9% | +$31.2K | 0.06% | 164 |
|
|
2024
Q2 | $313K | Hold |
3,567
| – | – | 0.05% | 191 |
|
|
2024
Q1 | $307K | Hold |
3,567
| – | – | 0.05% | 192 |
|
|
2023
Q4 | $290K | Buy |
3,567
+250
| +8% | +$20.3K | 0.05% | 188 |
|
|
2023
Q3 | $250K | Sell |
3,317
-76
| -2% | -$5.72K | 0.05% | 197 |
|
|
2023
Q2 | $286K | Buy |
3,393
+823
| +32% | +$69.3K | 0.06% | 188 |
|
|
2023
Q1 | $234K | Sell |
2,570
-823
| -24% | -$74.9K | 0.06% | 197 |
|
|
2022
Q4 | $322K | Hold |
3,393
| – | – | 0.08% | 156 |
|
|
2022
Q3 | $299K | Hold |
3,393
| – | – | 0.08% | 157 |
|
|
2022
Q2 | $326K | Hold |
3,393
| – | – | 0.1% | 140 |
|
|
2022
Q1 | $339K | Hold |
3,393
| – | – | 0.11% | 132 |
|
|
2021
Q4 | $302K | Hold |
3,393
| – | – | 0.09% | 146 |
|
|
2021
Q3 | $275K | Hold |
3,393
| – | – | 0.09% | 148 |
|
|
2021
Q2 | $287K | Hold |
3,393
| – | – | 0.1% | 147 |
|
|
2021
Q1 | $287K | Buy |
3,393
+1,000
| +42% | +$84.6K | 0.11% | 141 |
|
|
2020
Q4 | $199K | Hold |
2,393
| – | – | 0.09% | 151 |
|
|
2020
Q3 | $196K | Hold |
2,393
| – | – | 0.1% | 143 |
|
|
2020
Q2 | $191K | Sell |
2,393
-13
| -0.5% | -$1.04K | 0.1% | 135 |
|
|
2020
Q1 | $192K | Buy |
2,406
+13
| +0.5% | +$1.04K | 0.13% | 120 |
|
|
2019
Q4 | $226K | Hold |
2,393
| – | – | 0.13% | 131 |
|
|
2019
Q3 | $224K | Hold |
2,393
| – | – | 0.13% | 126 |
|
|
2019
Q2 | $211K | Hold |
2,393
| – | – | 0.13% | 128 |
|
|
2019
Q1 | $200K | Buy |
2,393
+362
| +18% | +$30.3K | 0.13% | 130 |
|
|
2018
Q4 | $152K | Buy |
2,031
+723
| +55% | +$54.1K | 0.11% | 144 |
|
|
2018
Q3 | $93K | Hold |
1,308
| – | – | 0.06% | 200 |
|
|
2018
Q2 | $91K | Sell |
1,308
-43
| -3% | -$2.99K | 0.07% | 202 |
|
|
2018
Q1 | $93K | Buy |
+1,351
| New | +$93K | 0.07% | 202 |
|