Caldwell Sutter Capital’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 | $246K | Sell |
2,368
-71
| -3% | -$7.37K | 0.11% | 173 |
|
|
2025
Q1 | $267K | Sell |
2,439
-68
| -3% | -$7.43K | 0.13% | 163 |
|
|
2024
Q4 | $231K | Buy |
2,507
+16
| +0.6% | +$1.48K | 0.11% | 186 |
|
|
2024
Q3 | $256K | Sell |
2,491
-45
| -2% | -$4.62K | 0.12% | 171 |
|
|
2024
Q2 | $223K | Buy |
2,536
+289
| +13% | +$25.4K | 0.11% | 177 |
|
|
2024
Q1 | $193K | Buy |
2,247
+252
| +13% | +$21.7K | 0.09% | 202 |
|
|
2023
Q4 | $162K | Buy |
1,995
+47
| +2% | +$3.82K | 0.08% | 219 |
|
|
2023
Q3 | $147K | Buy |
1,948
+502
| +35% | +$37.8K | 0.08% | 217 |
|
|
2023
Q2 | $122K | Buy |
1,446
+592
| +69% | +$49.8K | 0.06% | 233 |
|
|
2023
Q1 | $77.7K | Buy |
+854
| New | +$77.7K | 0.06% | 210 |
|