Capital Advisors Ltd’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $90K | Hold |
|
|||||
|
2025
Q2 | $83K | Hold |
|
|||||
|
2025
Q1 | $88K | Hold |
|
|||||
|
2024
Q4 | $74K | Hold |
|
|||||
|
2024
Q3 | $82K | Hold |
|
|||||
|
2024
Q2 | $71K | Sell |
|
|||||
|
2024
Q1 | $75K | Buy |
|
|||||
|
2023
Q4 | $55K | Sell |
|
|||||
|
2023
Q3 | $52K | Sell |
|
|||||
|
2023
Q2 | $112K | Buy |
|
|||||
|
2023
Q1 | $71K | Sell |
|
|||||
|
2022
Q4 | $72K | Buy |
|
|||||
|
2022
Q3 | $66K | Buy |
|
|||||
|
2022
Q2 | $58K | Buy |
|
|||||
|
2022
Q1 | $61K | Buy |
|
|||||
|
2021
Q4 | $1K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $267K | Hold |
|
|||||
|
2018
Q4 | $238K | Hold |
|
|||||
|
2018
Q3 | $226K | Hold |
|
|||||
|
2018
Q2 | $221K | Hold |
|
|||||
|
2018
Q1 | $219K | Hold |
|
|||||
|
2017
Q4 | $235K | Hold |
|
|||||
|
2017
Q3 | $224K | Hold |
|
|||||
|
2017
Q2 | $222K | Hold |
|
|||||
|
2017
Q1 | $214K | Hold |
|
|||||
|
2016
Q4 | $201K | Sell |
|
|||||
|
2016
Q3 | $231K | Hold |
|
|||||
|
2016
Q2 | $252K | Hold |
|
|||||
|
2016
Q1 | $238K | Hold |
|
|||||
|
2015
Q4 | $209K | Hold |
|
|||||
|
2015
Q3 | $204K | Hold |
|
|||||
|
2015
Q2 | $190K | Hold |
|
|||||
|
2015
Q1 | $202K | Hold |
|
|||||
|
2014
Q4 | $218K | Hold |
|
|||||
|
2014
Q3 | $187K | Hold |
|
|||||
|
2014
Q2 | $200K | Hold |
|
|||||
|
2014
Q1 | $182K | Buy |
|