Buckingham Strategic Wealth’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.18M | Sell |
13,505
-548
| -4% | -$47.9K | 0.01% | 308 |
|
|
2024
Q1 | $1.21M | Buy |
14,053
+3,912
| +39% | +$318K | 0.01% | 304 |
|
|
2023
Q4 | $824K | Buy |
10,141
+171
| +2% | +$13.3K | 0.01% | 356 |
|
|
2023
Q3 | $750K | Buy |
9,970
+321
| +3% | +$26.1K | 0.01% | 342 |
|
|
2023
Q2 | $812K | Buy |
9,649
+1,086
| +13% | +$95.9K | 0.01% | 323 |
|
|
2023
Q1 | $813K | Hold |
8,563
| – | – | 0.01% | 299 |
|
|
2022
Q4 | $813K | Sell |
8,563
-312
| -4% | -$28.4K | 0.01% | 300 |
|
|
2022
Q3 | $767K | Sell |
8,875
-551
| -6% | -$54.5K | 0.02% | 290 |
|
|
2022
Q2 | $904K | Buy |
9,426
+1,632
| +21% | +$162K | 0.02% | 274 |
|
|
2022
Q1 | $778K | Sell |
7,794
-381
| -5% | -$34.8K | 0.02% | 286 |
|
|
2021
Q4 | $727K | Sell |
8,175
-520
| -6% | -$43.9K | 0.01% | 302 |
|
|
2021
Q3 | $706K | Sell |
8,695
-39
| -0.4% | -$3.4K | 0.01% | 296 |
|
|
2021
Q2 | $739K | Buy |
8,734
+351
| +4% | +$30.2K | 0.02% | 287 |
|
|
2021
Q1 | $710K | Sell |
8,383
-1,398
| -14% | -$113K | 0.04% | 271 |
|
|
2020
Q4 | $814K | Buy |
9,781
+2,197
| +29% | +$191K | 0.04% | 245 |
|
|
2020
Q3 | $620K | Buy |
7,584
+389
| +5% | +$32K | 0.05% | 231 |
|
|
2020
Q2 | $573K | Sell |
7,195
-1,007
| -12% | -$82.2K | 0.05% | 199 |
|
|
2020
Q1 | $656K | Buy |
8,202
+215
| +3% | +$20.3K | 0.06% | 224 |
|
|
2019
Q4 | $755K | Buy |
7,987
+51
| +0.6% | +$4.71K | 0.07% | 196 |
|
|
2019
Q3 | $744K | Buy |
7,936
+98
| +1% | +$8.9K | 0.08% | 178 |
|
|
2019
Q2 | $690K | Sell |
7,838
-139
| -2% | -$12K | 0.08% | 199 |
|
|
2019
Q1 | $668K | Sell |
7,977
-525
| -6% | -$41.8K | 0.08% | 182 |
|
|
2018
Q4 | $635K | Buy |
8,502
+1,940
| +30% | +$146K | 0.1% | 161 |
|
|
2018
Q3 | $465K | Sell |
6,562
-1,395
| -18% | -$99.3K | 0.07% | 199 |
|
|
2018
Q2 | $551K | Buy |
7,957
+2,813
| +55% | +$189K | 0.09% | 167 |
|
|
2018
Q1 | $353K | Buy |
5,144
+236
| +5% | +$15.9K | 0.07% | 217 |
|
|
2017
Q4 | $361K | Buy |
4,908
+1
| +0% | +$75 | 0.08% | 207 |
|
|
2017
Q3 | $345K | Sell |
4,907
-300
| -6% | -$21.4K | 0.08% | 204 |
|
|
2017
Q2 | $362K | Buy |
5,207
+213
| +4% | +$14.8K | 0.09% | 196 |
|
|
2017
Q1 | $335K | Hold |
4,994
| – | – | 0.1% | 178 |
|
|
2016
Q4 | $314K | Buy |
4,994
+150
| +3% | +$9.25K | 0.1% | 157 |
|
|
2016
Q3 | $311K | Sell |
4,844
-36
| -0.7% | -$2.42K | 0.11% | 150 |
|
|
2016
Q2 | $342K | Buy |
+4,880
| New | +$319K | 0.12% | 142 |
|
Other funds holding AEP
