Carmel Capital Partners’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	–	Sell	-3,082	Closed	-$320K	–	106
2025 Q2	$320K	Sell	3,082 -440	-12%	-$45.8K	0.11%	111
2025 Q1	$385K	Sell	3,522 -5	-0.1%	-$506	0.15%	109
2024 Q4	$325K	Buy	3,527 +8	+0.2%	+$774	0.13%	114
2024 Q3	$361K	Buy	3,519 +262	+8%	+$25.6K	0.14%	112
2024 Q2	$286K	Buy	3,257 +297	+10%	+$26K	0.12%	119
2024 Q1	$255K	Buy	2,960 +297	+11%	+$24.1K	0.11%	132
2023 Q4	$216K	Sell	2,663 -169	-6%	-$13.1K	0.11%	141
2023 Q3	$213K	Sell	2,832 -14	-0.5%	-$1.14K	0.1%	142
2023 Q2	$240K	Buy	2,846 +119	+4%	+$10.5K	0.12%	107
2023 Q1	$248K	Buy	2,727 +319	+13%	+$29.2K	0.15%	116
2022 Q4	$229K	Buy	+2,408	New	+$219K	0.16%	115