Bogart Wealth LLC’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
Q2 | $204K | Buy |
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|
2025
Q1 | $210K | Sell |
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|
2024
Q4 | $181K | Buy |
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|
2024
Q3 | $200K | Buy |
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|
2024
Q2 | $164K | Buy |
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|
2024
Q1 | $142K | Buy |
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|
2023
Q4 | $124K | Sell |
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|
2023
Q3 | $127K | Buy |
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|
2023
Q2 | $128K | Buy |
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|
2023
Q1 | $73.5K | Sell |
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|
2022
Q4 | $162K | Sell |
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|
2022
Q3 | $153K | Buy |
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|
2022
Q2 | $165K | Hold |
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|
2022
Q1 | $172K | Buy |
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|
2021
Q4 | $144K | Hold |
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|
2021
Q3 | $132K | Sell |
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|
2021
Q2 | $143K | Buy |
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|
2021
Q1 | $142K | Hold |
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|
2020
Q4 | $139K | Sell |
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|
2020
Q3 | $143K | Sell |
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|
2020
Q2 | $224K | Sell |
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|
2020
Q1 | $261K | Sell |
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|
2019
Q4 | $311K | Hold |
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|
2019
Q3 | $308K | Sell |
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|
2019
Q2 | $2.8M | Buy |
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|
2019
Q1 | $2.45M | Buy |
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|
2018
Q4 | $2.1M | Buy |
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|
2018
Q3 | $1.93M | Buy |
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|
2018
Q2 | $1.76M | Buy |
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|
2018
Q1 | $1.67M | Buy |
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|
2017
Q4 | $1.63M | Sell |
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|
2017
Q3 | $1.85M | Sell |
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|
2017
Q2 | $1.81M | Buy |
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|
2017
Q1 | $1.27M | Buy |
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|
2016
Q4 | $1.11M | Buy |
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