Carmel Capital Partners’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 | $320K | Sell |
3,082
-440
| -12% | -$45.7K | 0.11% | 111 |
|
|
2025
Q1 | $385K | Sell |
3,522
-5
| -0.1% | -$546 | 0.15% | 109 |
|
|
2024
Q4 | $325K | Buy |
3,527
+8
| +0.2% | +$738 | 0.13% | 114 |
|
|
2024
Q3 | $361K | Buy |
3,519
+262
| +8% | +$26.9K | 0.14% | 112 |
|
|
2024
Q2 | $286K | Buy |
3,257
+297
| +10% | +$26.1K | 0.12% | 119 |
|
|
2024
Q1 | $255K | Buy |
2,960
+297
| +11% | +$25.6K | 0.11% | 132 |
|
|
2023
Q4 | $216K | Sell |
2,663
-169
| -6% | -$13.7K | 0.11% | 141 |
|
|
2023
Q3 | $213K | Sell |
2,832
-14
| -0.5% | -$1.05K | 0.1% | 142 |
|
|
2023
Q2 | $240K | Buy |
2,846
+119
| +4% | +$10K | 0.12% | 107 |
|
|
2023
Q1 | $248K | Buy |
2,727
+319
| +13% | +$29K | 0.15% | 116 |
|
|
2022
Q4 | $229K | Buy |
+2,408
| New | +$229K | 0.16% | 115 |
|