Brendel Financial Advisors’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 | $354K | Sell |
3,412
-374
| -10% | -$38.8K | 0.2% | 75 |
|
|
2025
Q1 | $414K | Hold |
3,786
| – | – | 0.25% | 68 |
|
|
2024
Q4 | $349K | Hold |
3,786
| – | – | 0.21% | 71 |
|
|
2024
Q3 | $388K | Hold |
3,786
| – | – | 0.22% | 72 |
|
|
2024
Q2 | $332K | Hold |
3,786
| – | – | 0.21% | 73 |
|
|
2024
Q1 | $326K | Hold |
3,786
| – | – | 0.37% | 48 |
|
|
2023
Q4 | $307K | Buy |
+3,786
| New | +$307K | 0.2% | 73 |
|
|
2023
Q2 | – | Sell |
-4,786
| Closed | -$435K | – | 48 |
|
|
2023
Q1 | $435K | Buy |
+4,786
| New | +$435K | 0.32% | 60 |
|
|
2022
Q3 | – | Sell |
-4,786
| Closed | -$459K | – | 43 |
|
|
2022
Q2 | $459K | Sell |
4,786
-22
| -0.5% | -$2.11K | 0.4% | 64 |
|
|
2022
Q1 | $480K | Buy |
4,808
+22
| +0.5% | +$2.2K | 0.26% | 74 |
|
|
2021
Q4 | $426K | Buy |
+4,786
| New | +$426K | 0.22% | 76 |
|
|
2021
Q3 | – | Sell |
-4,786
| Closed | -$405K | – | 63 |
|
|
2021
Q2 | $405K | Sell |
4,786
-50
| -1% | -$4.23K | 0.22% | 79 |
|
|
2021
Q1 | $410K | Hold |
4,836
| – | – | 0.27% | 65 |
|
|
2020
Q4 | $403K | Sell |
4,836
-2
| -0% | -$167 | 0.27% | 63 |
|
|
2020
Q3 | $395K | Hold |
4,838
| – | – | 0.32% | 61 |
|
|
2020
Q2 | $385K | Sell |
4,838
-76
| -2% | -$6.05K | 0.33% | 65 |
|
|
2020
Q1 | $393K | Hold |
4,914
| – | – | 0.46% | 53 |
|
|
2019
Q4 | $464K | Sell |
4,914
-118
| -2% | -$11.1K | 0.39% | 60 |
|
|
2019
Q3 | $471K | Sell |
5,032
-162
| -3% | -$15.2K | 0.42% | 55 |
|
|
2019
Q2 | $457K | Hold |
5,194
| – | – | 0.44% | 55 |
|
|
2019
Q1 | $435K | Sell |
5,194
-49
| -0.9% | -$4.1K | 0.39% | 56 |
|
|
2018
Q4 | $392K | Buy |
+5,243
| New | +$392K | 0.45% | 60 |
|