Blue Chip Partners’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
$610K Sell
5,878
-66
-1% -$6.85K 0.05% 95
2025
Q1
$649K Sell
5,944
-252
-4% -$27.5K 0.06% 94
2024
Q4
$572K Sell
6,196
-616
-9% -$56.8K 0.05% 101
2024
Q3
$699K Sell
6,812
-188
-3% -$19.3K 0.06% 87
2024
Q2
$614K Sell
7,000
-169
-2% -$14.8K 0.06% 86
2024
Q1
$617K Sell
7,169
-16
-0.2% -$1.38K 0.06% 85
2023
Q4
$584K Sell
7,185
-3,101
-30% -$252K 0.06% 87
2023
Q3
$774K Sell
10,286
-434
-4% -$32.6K 0.09% 74
2023
Q2
$903K Sell
10,720
-326
-3% -$27.4K 0.1% 83
2023
Q1
$1.01M Sell
11,046
-9
-0.1% -$819 0.12% 75
2022
Q4
$1.05M Buy
11,055
+40
+0.4% +$3.8K 0.13% 77
2022
Q3
$952K Buy
11,015
+165
+2% +$14.3K 0.13% 68
2022
Q2
$1.04M Buy
10,850
+76
+0.7% +$7.29K 0.13% 68
2022
Q1
$1.08M Buy
10,774
+78
+0.7% +$7.78K 0.13% 69
2021
Q4
$952K Buy
10,696
+88
+0.8% +$7.83K 0.12% 72
2021
Q3
$861K Buy
10,608
+30
+0.3% +$2.44K 0.12% 72
2021
Q2
$895K Sell
10,578
-126
-1% -$10.7K 0.13% 65
2021
Q1
$907K Sell
10,704
-2,585
-19% -$219K 0.14% 60
2020
Q4
$1.11M Sell
13,289
-7
-0.1% -$583 0.17% 55
2020
Q3
$1.09M Sell
13,296
-774
-6% -$63.3K 0.19% 50
2020
Q2
$1.12M Buy
14,070
+99
+0.7% +$7.89K 0.22% 51
2020
Q1
$1.12M Sell
13,971
-1,783
-11% -$143K 0.28% 48
2019
Q4
$1.49M Buy
15,754
+53
+0.3% +$5.01K 0.28% 59
2019
Q3
$1.47M Buy
15,701
+2,315
+17% +$217K 0.31% 58
2019
Q2
$1.18M Buy
13,386
+93
+0.7% +$8.18K 0.26% 61
2019
Q1
$1.11M Sell
13,293
-725
-5% -$60.7K 0.26% 61
2018
Q4
$1.05M Sell
14,018
-324
-2% -$24.2K 0.26% 66
2018
Q3
$1.02M Sell
14,342
-112
-0.8% -$7.94K 0.25% 64
2018
Q2
$1M Sell
14,454
-2,478
-15% -$172K 0.27% 65
2018
Q1
$1.16M Sell
16,932
-14,402
-46% -$988K 0.32% 64
2017
Q4
$2.31M Sell
31,334
-354
-1% -$26K 0.68% 47
2017
Q3
$2.23M Buy
31,688
+16
+0.1% +$1.12K 0.72% 48
2017
Q2
$2.2M Buy
31,672
+232
+0.7% +$16.1K 0.77% 50
2017
Q1
$2.11M Sell
31,440
-1,354
-4% -$90.9K 0.8% 47
2016
Q4
$2.07M Sell
32,794
-156
-0.5% -$9.82K 0.81% 42
2016
Q3
$2.12M Sell
32,950
-410
-1% -$26.3K 0.93% 43
2016
Q2
$2.34M Sell
33,360
-1,325
-4% -$92.9K 1.05% 37
2016
Q1
$2.3M Sell
34,685
-196
-0.6% -$13K 1.12% 34
2015
Q4
$2.03M Buy
34,881
+158
+0.5% +$9.2K 1.06% 36
2015
Q3
$1.97M Buy
34,723
+754
+2% +$42.9K 1.26% 34
2015
Q2
$1.8M Buy
33,969
+2,144
+7% +$114K 1.15% 34
2015
Q1
$1.79M Sell
31,825
-3,363
-10% -$189K 1.21% 33
2014
Q4
$2.14M Buy
+35,188
New +$2.14M 1.49% 28