BWL
Bogart Wealth LLC’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Buy |
1,962
+40
| +2% | +$4.15K | 0.01% | 234 |
|
|
2025
Q1 | $210K | Sell |
1,922
-46
| -2% | -$5.03K | 0.01% | 221 |
|
|
2024
Q4 | $181K | Buy |
1,968
+23
| +1% | +$2.12K | 0.01% | 228 |
|
|
2024
Q3 | $200K | Buy |
1,945
+80
| +4% | +$8.21K | 0.01% | 212 |
|
|
2024
Q2 | $164K | Buy |
1,865
+215
| +13% | +$18.9K | 0.01% | 226 |
|
|
2024
Q1 | $142K | Buy |
1,650
+119
| +8% | +$10.2K | 0.01% | 229 |
|
|
2023
Q4 | $124K | Sell |
1,531
-163
| -10% | -$13.2K | 0.01% | 235 |
|
|
2023
Q3 | $127K | Buy |
1,694
+172
| +11% | +$12.9K | 0.01% | 224 |
|
|
2023
Q2 | $128K | Buy |
1,522
+714
| +88% | +$60.1K | 0.01% | 221 |
|
|
2023
Q1 | $73.5K | Sell |
808
-899
| -53% | -$81.8K | ﹤0.01% | 266 |
|
|
2022
Q4 | $162K | Sell |
1,707
-67
| -4% | -$6.36K | 0.01% | 191 |
|
|
2022
Q3 | $153K | Buy |
1,774
+51
| +3% | +$4.4K | 0.01% | 185 |
|
|
2022
Q2 | $165K | Hold |
1,723
| – | – | 0.01% | 170 |
|
|
2022
Q1 | $172K | Buy |
1,723
+102
| +6% | +$10.2K | 0.01% | 164 |
|
|
2021
Q4 | $144K | Hold |
1,621
| – | – | 0.01% | 173 |
|
|
2021
Q3 | $132K | Sell |
1,621
-72
| -4% | -$5.86K | 0.01% | 171 |
|
|
2021
Q2 | $143K | Buy |
1,693
+16
| +1% | +$1.35K | 0.02% | 162 |
|
|
2021
Q1 | $142K | Hold |
1,677
| – | – | 0.02% | 150 |
|
|
2020
Q4 | $139K | Sell |
1,677
-78
| -4% | -$6.47K | 0.03% | 144 |
|
|
2020
Q3 | $143K | Sell |
1,755
-1,062
| -38% | -$86.5K | 0.03% | 137 |
|
|
2020
Q2 | $224K | Sell |
2,817
-444
| -14% | -$35.3K | 0.05% | 118 |
|
|
2020
Q1 | $261K | Sell |
3,261
-27
| -0.8% | -$2.16K | 0.07% | 109 |
|
|
2019
Q4 | $311K | Hold |
3,288
| – | – | 0.1% | 99 |
|
|
2019
Q3 | $308K | Sell |
3,288
-28,550
| -90% | -$2.67M | 0.15% | 82 |
|
|
2019
Q2 | $2.8M | Buy |
31,838
+2,569
| +9% | +$226K | 1.69% | 7 |
|
|
2019
Q1 | $2.45M | Buy |
29,269
+1,113
| +4% | +$93.2K | 1.18% | 13 |
|
|
2018
Q4 | $2.1M | Buy |
28,156
+872
| +3% | +$65.2K | 1.05% | 13 |
|
|
2018
Q3 | $1.93M | Buy |
27,284
+1,802
| +7% | +$128K | 1.12% | 23 |
|
|
2018
Q2 | $1.76M | Buy |
25,482
+1,333
| +6% | +$92.3K | 1.07% | 23 |
|
|
2018
Q1 | $1.67M | Buy |
24,149
+1,970
| +9% | +$136K | 0.96% | 23 |
|
|
2017
Q4 | $1.63M | Sell |
22,179
-3,609
| -14% | -$266K | 1.05% | 22 |
|
|
2017
Q3 | $1.85M | Sell |
25,788
-240
| -0.9% | -$17.2K | 1.37% | 11 |
|
|
2017
Q2 | $1.81M | Buy |
26,028
+7,169
| +38% | +$498K | 1.16% | 13 |
|
|
2017
Q1 | $1.27M | Buy |
18,859
+1,299
| +7% | +$87.2K | 0.84% | 17 |
|
|
2016
Q4 | $1.11M | Buy |
+17,560
| New | +$1.11M | 0.75% | 20 |
|