Capital Investment Advisory 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 | $357K | Sell |
3,439
-226
| -6% | -$23.4K | 0.03% | 412 |
|
2025
Q1 | $400K | Sell |
3,665
-196
| -5% | -$21.4K | 0.04% | 366 |
|
2024
Q4 | $356K | Sell |
3,861
-660
| -15% | -$60.9K | 0.03% | 360 |
|
2024
Q3 | $464K | Buy |
4,521
+4
| +0.1% | +$410 | 0.04% | 312 |
|
2024
Q2 | $396K | Buy |
4,517
+52
| +1% | +$4.56K | 0.04% | 334 |
|
2024
Q1 | $384K | Sell |
4,465
-311
| -7% | -$26.8K | 0.04% | 353 |
|
2023
Q4 | $388K | Buy |
4,776
+1,462
| +44% | +$119K | 0.04% | 343 |
|
2023
Q3 | $249K | Buy |
3,314
+391
| +13% | +$29.4K | 0.02% | 407 |
|
2023
Q2 | $246K | Buy |
2,923
+22
| +0.8% | +$1.85K | 0.02% | 412 |
|
2023
Q1 | $264K | Sell |
2,901
-642
| -18% | -$58.4K | 0.03% | 391 |
|
2022
Q4 | $336K | Buy |
3,543
+604
| +21% | +$57.4K | 0.04% | 346 |
|
2022
Q3 | $254K | Sell |
2,939
-141
| -5% | -$12.2K | 0.03% | 374 |
|
2022
Q2 | $295K | Sell |
3,080
-346
| -10% | -$33.1K | 0.04% | 358 |
|
2022
Q1 | $342K | Buy |
3,426
+203
| +6% | +$20.3K | 0.04% | 362 |
|
2021
Q4 | $287K | Buy |
3,223
+504
| +19% | +$44.9K | 0.03% | 390 |
|
2021
Q3 | $221K | Buy |
2,719
+36
| +1% | +$2.93K | 0.03% | 425 |
|
2021
Q2 | $227K | Buy |
+2,683
| New | +$227K | 0.03% | 430 |
|
2019
Q4 | – | Sell |
-1,868
| Closed | -$175K | – | 561 |
|
2019
Q3 | $175K | Hold |
1,868
| – | – | 0.05% | 292 |
|
2019
Q2 | $168K | Buy |
1,868
+490
| +36% | +$44.1K | 0.05% | 301 |
|
2019
Q1 | $115K | Buy |
1,378
+105
| +8% | +$8.76K | 0.04% | 300 |
|
2018
Q4 | $95K | Buy |
+1,273
| New | +$95K | 0.04% | 313 |
|