Cape Investment Advisory’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 | $78.6K | Buy |
757
+1
| +0.1% | +$104 | 0.03% | 300 |
|
|
2025
Q1 | $82.6K | Buy |
756
+1
| +0.1% | +$109 | 0.03% | 272 |
|
|
2024
Q4 | $69.6K | Buy |
755
+3
| +0.4% | +$277 | 0.03% | 292 |
|
|
2024
Q3 | $77.2K | Buy |
752
+1
| +0.1% | +$103 | 0.03% | 266 |
|
|
2024
Q2 | $65.9K | Buy |
751
+1
| +0.1% | +$88 | 0.03% | 262 |
|
|
2024
Q1 | $64.5K | Sell |
750
-1,024
| -58% | -$88.1K | 0.03% | 268 |
|
|
2023
Q4 | $144K | Buy |
1,774
+954
| +116% | +$77.5K | 0.07% | 178 |
|
|
2023
Q3 | $61.7K | Buy |
820
+101
| +14% | +$7.6K | 0.04% | 266 |
|
|
2023
Q2 | $60.5K | Sell |
719
-295
| -29% | -$24.8K | 0.03% | 261 |
|
|
2023
Q1 | $92.3K | Buy |
+1,014
| New | +$92.3K | 0.06% | 196 |
|