BOK Financial Private Wealth’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
Q1 | – | Sell |
-31
| Closed | -$2.86K | – | 473 |
|
|
2024
Q4 | $2.86K | Sell |
31
-30
| -49% | -$2.77K | ﹤0.01% | 424 |
|
|
2024
Q3 | $6.26K | Sell |
61
-506
| -89% | -$51.9K | ﹤0.01% | 424 |
|
|
2024
Q2 | $49.7K | Hold |
567
| – | – | ﹤0.01% | 255 |
|
|
2024
Q1 | $48.8K | Sell |
567
-1,802
| -76% | -$155K | ﹤0.01% | 259 |
|
|
2023
Q4 | $192K | Sell |
2,369
-13,642
| -85% | -$1.11M | 0.02% | 166 |
|
|
2023
Q3 | $1.2M | Sell |
16,011
-4,844
| -23% | -$364K | 0.11% | 92 |
|
|
2023
Q2 | $1.76M | Sell |
20,855
-4,622
| -18% | -$389K | 0.14% | 81 |
|
|
2023
Q1 | $2.32M | Sell |
25,477
-433
| -2% | -$39.4K | 0.19% | 72 |
|
|
2022
Q4 | $2.46M | Sell |
25,910
-1,118
| -4% | -$106K | 0.2% | 69 |
|
|
2022
Q3 | $2.34M | Buy |
27,028
+26,660
| +7,245% | +$2.31M | 0.21% | 73 |
|
|
2022
Q2 | $35K | Buy |
+368
| New | +$35K | ﹤0.01% | 268 |
|