Caldwell Trust’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $443K | Buy |
4,268
+400
|
|
||||
|
2025
Q1 | $423K | Buy |
3,868
+2
|
|
||||
|
2024
Q4 | $357K | Sell |
3,866
-306
|
|
||||
|
2024
Q3 | $428K | Buy |
4,172
+411
|
|
||||
|
2024
Q2 | $330K | Buy |
3,761
+830
|
|
||||
|
2024
Q1 | $252K | Sell |
2,931
-640
|
|
||||
|
2023
Q4 | $290K | Sell |
3,571
-180
|
|
||||
|
2023
Q3 | $282K | Hold |
3,751
|
|
||||
|
2023
Q2 | $316K | Hold |
3,751
|
|
||||
|
2023
Q1 | $341K | Sell |
3,751
-900
|
|
||||
|
2022
Q4 | $442K | Hold |
4,651
|
|
||||
|
2022
Q3 | $402K | Hold |
4,651
|
|
||||
|
2022
Q2 | $446K | Hold |
4,651
|
|
||||
|
2022
Q1 | $464K | Buy |
4,651
+232
|
|
||||
|
2021
Q4 | $393K | Buy |
4,419
+18
|
|
||||
|
2021
Q3 | $357K | Buy |
4,401
+7
|
|
||||
|
2021
Q2 | $372K | Buy |
4,394
+613
|
|
||||
|
2021
Q1 | $320K | Buy |
3,781
+115
|
|
||||
|
2020
Q4 | $305K | Hold |
3,666
|
|
||||
|
2020
Q3 | $300K | Sell |
3,666
-120
|
|
||||
|
2020
Q2 | $302K | Sell |
3,786
-2
|
|
||||
|
2020
Q1 | $303K | Hold |
3,788
|
|
||||
|
2019
Q4 | $358K | Buy |
+3,788
|
|