Boston Financial Management’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,082
| Closed | -$214K | – | 336 |
|
|
2024
Q3 | $214K | Sell |
2,082
-448
| -18% | -$46K | 0.01% | 316 |
|
|
2024
Q2 | $222K | Sell |
2,530
-100
| -4% | -$8.77K | 0.01% | 311 |
|
|
2024
Q1 | $226K | Sell |
2,630
-600
| -19% | -$51.7K | 0.01% | 313 |
|
|
2023
Q4 | $262K | Buy |
3,230
+33
| +1% | +$2.68K | 0.01% | 292 |
|
|
2023
Q3 | $240K | Buy |
3,197
+446
| +16% | +$33.5K | 0.01% | 281 |
|
|
2023
Q2 | $232K | Sell |
2,751
-705
| -20% | -$59.4K | 0.01% | 294 |
|
|
2023
Q1 | $314K | Sell |
3,456
-24
| -0.7% | -$2.18K | 0.01% | 269 |
|
|
2022
Q4 | $330K | Buy |
3,480
+32
| +0.9% | +$3.04K | 0.01% | 261 |
|
|
2022
Q3 | $298K | Buy |
3,448
+619
| +22% | +$53.5K | 0.01% | 259 |
|
|
2022
Q2 | $271K | Buy |
2,829
+9
| +0.3% | +$862 | 0.01% | 255 |
|
|
2022
Q1 | $281K | Buy |
+2,820
| New | +$281K | 0.01% | 247 |
|
|
2020
Q3 | – | Sell |
-2,050
| Closed | -$163K | – | 234 |
|
|
2020
Q2 | $163K | Hold |
2,050
| – | – | 0.01% | 248 |
|
|
2020
Q1 | $164K | Sell |
2,050
-400
| -16% | -$32K | 0.01% | 246 |
|
|
2019
Q4 | $232K | Sell |
2,450
-86
| -3% | -$8.14K | 0.01% | 225 |
|
|
2019
Q3 | $238K | Hold |
2,536
| – | – | 0.01% | 236 |
|
|
2019
Q2 | $223K | Buy |
2,536
+86
| +4% | +$7.56K | 0.01% | 244 |
|
|
2019
Q1 | $205K | Buy |
+2,450
| New | +$205K | 0.01% | 252 |
|
|
2018
Q4 | – | Sell |
-2,850
| Closed | -$202K | – | 254 |
|
|
2018
Q3 | $202K | Buy |
+2,850
| New | +$202K | 0.01% | 287 |
|