Carson Advisory’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 | $205K | Hold |
1,977
| – | – | 0.13% | 167 |
|
|
2025
Q1 | $216K | Buy |
+1,977
| New | +$216K | 0.15% | 152 |
|
|
2024
Q4 | – | Sell |
-1,950
| Closed | -$200K | – | 158 |
|
|
2024
Q3 | $200K | Buy |
+1,950
| New | +$200K | 0.13% | 171 |
|
|
2023
Q2 | – | Sell |
-2,248
| Closed | -$205K | – | 157 |
|
|
2023
Q1 | $205K | Hold |
2,248
| – | – | 0.18% | 138 |
|
|
2022
Q4 | $213K | Buy |
+2,248
| New | +$213K | 0.2% | 119 |
|