Burkett Financial Services’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 | $29.3K | Buy |
282
+2
| +0.7% | +$208 | 0.01% | 113 |
|
2025
Q1 | $30.5K | Buy |
280
+3
| +1% | +$327 | 0.01% | 115 |
|
2024
Q4 | $25.6K | Buy |
277
+3
| +1% | +$277 | 0.01% | 113 |
|
2024
Q3 | $28.2K | Buy |
274
+2
| +0.7% | +$206 | 0.01% | 106 |
|
2024
Q2 | $23.9K | Buy |
272
+3
| +1% | +$263 | 0.01% | 109 |
|
2024
Q1 | $23.2K | Buy |
269
+2
| +0.7% | +$172 | 0.01% | 115 |
|
2023
Q4 | $21.7K | Buy |
+267
| New | +$21.7K | 0.01% | 111 |
|