BEI
Benjamin Edwards Inc’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Buy |
15,721
+1,066
| +7% | +$111K | 0.02% | 494 |
|
|
2025
Q1 | $1.6M | Sell |
14,655
-49,459
| -77% | -$5.4M | 0.02% | 470 |
|
|
2024
Q4 | $5.92M | Sell |
64,114
-4,291
| -6% | -$396K | 0.08% | 236 |
|
|
2024
Q3 | $7.03M | Buy |
68,405
+15,358
| +29% | +$1.58M | 0.1% | 213 |
|
|
2024
Q2 | $4.65M | Sell |
53,047
-760
| -1% | -$66.7K | 0.9% | 20 |
|
|
2024
Q1 | $4.63M | Sell |
53,807
-7,751
| -13% | -$667K | 0.92% | 16 |
|
|
2023
Q4 | $5M | Sell |
61,558
-3,047
| -5% | -$247K | 1.09% | 11 |
|
|
2023
Q3 | $4.86M | Buy |
64,605
+940
| +1% | +$70.7K | 1.15% | 10 |
|
|
2023
Q2 | $5.36M | Buy |
63,665
+8,034
| +14% | +$677K | 1.24% | 8 |
|
|
2023
Q1 | $5.06M | Buy |
55,631
+1,478
| +3% | +$134K | 1.24% | 12 |
|
|
2022
Q4 | $5.14M | Buy |
54,153
+1,368
| +3% | +$130K | 1.35% | 7 |
|
|
2022
Q3 | $4.56M | Buy |
52,785
+1,046
| +2% | +$90.4K | 1.37% | 7 |
|
|
2022
Q2 | $4.96M | Buy |
51,739
+772
| +2% | +$74.1K | 1.46% | 5 |
|
|
2022
Q1 | $5.09M | Sell |
50,967
-1,724
| -3% | -$172K | 1.48% | 6 |
|
|
2021
Q4 | $4.69M | Buy |
52,691
+44,030
| +508% | +$3.92M | 1.52% | 6 |
|
|
2021
Q3 | $703K | Buy |
8,661
+7,596
| +713% | +$617K | 0.43% | 84 |
|
|
2021
Q2 | $90K | Buy |
1,065
+62
| +6% | +$5.24K | 0.06% | 227 |
|
|
2021
Q1 | $85K | Buy |
1,003
+122
| +14% | +$10.3K | 0.06% | 213 |
|
|
2020
Q4 | $73K | Buy |
881
+706
| +403% | +$58.5K | 0.06% | 213 |
|
|
2020
Q3 | $14K | Hold |
175
| – | – | 0.01% | 296 |
|
|
2020
Q2 | $14K | Hold |
175
| – | – | 0.01% | 273 |
|
|
2020
Q1 | $14K | Hold |
175
| – | – | 0.01% | 261 |
|
|
2019
Q4 | $17K | Hold |
175
| – | – | 0.03% | 182 |
|
|
2019
Q3 | $16K | Hold |
175
| – | – | 0.03% | 180 |
|
|
2019
Q2 | $15K | Hold |
175
| – | – | 0.04% | 180 |
|
|
2019
Q1 | $15K | Buy |
+175
| New | +$15K | 0.07% | 178 |
|