Caprock Group’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
Q1 | $1.04M | Buy |
9,481
+1,560
| +20% | +$170K | 0.03% | 455 |
|
|
2024
Q4 | $731K | Buy |
7,921
+670
| +9% | +$61.8K | 0.02% | 507 |
|
|
2024
Q3 | $744K | Buy |
7,251
+573
| +9% | +$58.8K | 0.03% | 466 |
|
|
2024
Q2 | $586K | Buy |
6,678
+3,521
| +112% | +$309K | 0.02% | 496 |
|
|
2024
Q1 | $272K | Buy |
+3,157
| New | +$272K | 0.02% | 590 |
|
|
2023
Q4 | – | Sell |
-3,334
| Closed | -$251K | – | 694 |
|
|
2023
Q3 | $251K | Buy |
+3,334
| New | +$251K | 0.02% | 550 |
|