Blue Fin Capital’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 | $250K | Buy |
+2,414
| New | +$250K | 0.04% | 133 |
|
|
2024
Q4 | – | Sell |
-2,114
| Closed | -$217K | – | 138 |
|
|
2024
Q3 | $217K | Buy |
+2,114
| New | +$217K | 0.04% | 137 |
|
|
2023
Q1 | – | Sell |
-2,114
| Closed | -$201K | – | 130 |
|
|
2022
Q4 | $201K | Buy |
+2,114
| New | +$201K | 0.07% | 128 |
|
|
2022
Q3 | – | Sell |
-2,220
| Closed | -$212K | – | 126 |
|
|
2022
Q2 | $212K | Hold |
2,220
| – | – | 0.08% | 126 |
|
|
2022
Q1 | $221K | Buy |
+2,220
| New | +$221K | 0.06% | 128 |
|
|
2021
Q3 | – | Sell |
-2,691
| Closed | -$227K | – | 128 |
|
|
2021
Q2 | $227K | Sell |
2,691
-350
| -12% | -$29.5K | 0.07% | 120 |
|
|
2021
Q1 | $257K | Hold |
3,041
| – | – | 0.09% | 112 |
|
|
2020
Q4 | $253K | Hold |
3,041
| – | – | 0.09% | 104 |
|
|
2020
Q3 | $248K | Hold |
3,041
| – | – | 0.1% | 104 |
|
|
2020
Q2 | $242K | Hold |
3,041
| – | – | 0.11% | 104 |
|
|
2020
Q1 | $243K | Sell |
3,041
-500
| -14% | -$40K | 0.13% | 101 |
|
|
2019
Q4 | $334K | Hold |
3,541
| – | – | 0.16% | 107 |
|
|
2019
Q3 | $331K | Sell |
3,541
-175
| -5% | -$16.4K | 0.17% | 103 |
|
|
2019
Q2 | $327K | Hold |
3,716
| – | – | 0.17% | 107 |
|
|
2019
Q1 | $311K | Sell |
3,716
-829
| -18% | -$69.4K | 0.16% | 109 |
|
|
2018
Q4 | $339K | Sell |
4,545
-250
| -5% | -$18.6K | 0.2% | 103 |
|
|
2018
Q3 | $340K | Sell |
4,795
-100
| -2% | -$7.09K | 0.17% | 101 |
|
|
2018
Q2 | $338K | Hold |
4,895
| – | – | 0.18% | 100 |
|
|
2018
Q1 | $335K | Hold |
4,895
| – | – | 0.19% | 97 |
|
|
2017
Q4 | $360K | Buy |
4,895
+170
| +4% | +$12.5K | 0.21% | 99 |
|
|
2017
Q3 | $331K | Hold |
4,725
| – | – | 0.2% | 105 |
|
|
2017
Q2 | $328K | Sell |
4,725
-170
| -3% | -$11.8K | 0.21% | 104 |
|
|
2017
Q1 | $329K | Hold |
4,895
| – | – | 0.2% | 106 |
|
|
2016
Q4 | $308K | Buy |
+4,895
| New | +$308K | 0.2% | 106 |
|
|
2016
Q3 | – | Sell |
-3,015
| Closed | -$211K | – | 119 |
|
|
2016
Q2 | $211K | Buy |
+3,015
| New | +$211K | 0.18% | 114 |
|
|
2016
Q1 | – | Sell |
-4,565
| Closed | -$266K | – | 115 |
|
|
2015
Q4 | $266K | Sell |
4,565
-175
| -4% | -$10.2K | 0.2% | 105 |
|
|
2015
Q3 | $270K | Hold |
4,740
| – | – | 0.21% | 106 |
|
|
2015
Q2 | $251K | Buy |
4,740
+150
| +3% | +$7.94K | 0.18% | 121 |
|
|
2015
Q1 | $258K | Buy |
4,590
+150
| +3% | +$8.43K | 0.19% | 121 |
|
|
2014
Q4 | $270K | Buy |
+4,440
| New | +$270K | 0.2% | 111 |
|