Bradley Foster & Sargent’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 | $282K | Sell |
2,718
-28
| -1% | -$2.91K | ﹤0.01% | 467 |
|
|
2025
Q1 | $300K | Buy |
2,746
+388
| +16% | +$42.4K | 0.01% | 402 |
|
|
2024
Q4 | $217K | Hold |
2,358
| – | – | ﹤0.01% | 447 |
|
|
2024
Q3 | $242K | Buy |
2,358
+51
| +2% | +$5.23K | ﹤0.01% | 435 |
|
|
2024
Q2 | $202K | Buy |
+2,307
| New | +$202K | ﹤0.01% | 442 |
|
|
2023
Q4 | – | Sell |
-2,789
| Closed | -$235K | – | 427 |
|
|
2023
Q3 | $235K | Hold |
2,789
| – | – | ﹤0.01% | 411 |
|
|
2023
Q2 | $235K | Sell |
2,789
-136
| -5% | -$11.5K | ﹤0.01% | 411 |
|
|
2023
Q1 | $266K | Sell |
2,925
-49
| -2% | -$4.46K | 0.01% | 388 |
|
|
2022
Q4 | $282K | Sell |
2,974
-440
| -13% | -$41.8K | 0.01% | 376 |
|
|
2022
Q3 | $295K | Buy |
3,414
+200
| +6% | +$17.3K | 0.01% | 371 |
|
|
2022
Q2 | $308K | Buy |
3,214
+661
| +26% | +$63.3K | 0.01% | 379 |
|
|
2022
Q1 | $255K | Buy |
+2,553
| New | +$255K | 0.01% | 422 |
|