Cary Street Partners Investment 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 | $82K | Buy |
791
+89
| +13% | +$9.23K | 0.04% | 347 |
|
|
2025
Q1 | $76.7K | Buy |
702
+321
| +84% | +$35.1K | 0.04% | 322 |
|
|
2024
Q4 | $35.1K | Sell |
381
-30,473
| -99% | -$2.81M | 0.02% | 352 |
|
|
2024
Q3 | $3.17M | Buy |
30,854
+5,189
| +20% | +$532K | 0.12% | 194 |
|
|
2024
Q2 | $2.25M | Buy |
25,665
+1,868
| +8% | +$164K | 0.09% | 233 |
|
|
2024
Q1 | $2.05M | Buy |
23,797
+35
| +0.1% | +$3.01K | 0.09% | 238 |
|
|
2023
Q4 | $1.93M | Sell |
23,762
-38
| -0.2% | -$3.09K | 0.09% | 233 |
|
|
2023
Q3 | $1.79M | Buy |
23,800
+998
| +4% | +$75.1K | 0.1% | 226 |
|
|
2023
Q2 | $1.92M | Sell |
22,802
-49
| -0.2% | -$4.13K | 0.12% | 182 |
|
|
2023
Q1 | $2.08M | Sell |
22,851
-98
| -0.4% | -$8.92K | 0.15% | 161 |
|
|
2022
Q4 | $2.18M | Buy |
22,949
+38
| +0.2% | +$3.61K | 0.16% | 150 |
|
|
2022
Q3 | $1.98M | Buy |
22,911
+4,981
| +28% | +$431K | 0.16% | 148 |
|
|
2022
Q2 | $1.72M | Buy |
17,930
+14,256
| +388% | +$1.37M | 0.15% | 158 |
|
|
2022
Q1 | $367K | Buy |
+3,674
| New | +$367K | 0.1% | 181 |
|
|
2021
Q3 | – | Sell |
-2,486
| Closed | -$210K | – | 246 |
|
|
2021
Q2 | $210K | Buy |
2,486
+87
| +4% | +$7.35K | 0.07% | 236 |
|
|
2021
Q1 | $203K | Sell |
2,399
-8,897
| -79% | -$753K | 0.08% | 205 |
|
|
2020
Q4 | $941K | Buy |
11,296
+10,447
| +1,231% | +$870K | 0.18% | 124 |
|
|
2020
Q3 | $69K | Buy |
+849
| New | +$69K | 0.01% | 430 |
|