Cassaday & Co Wealth Management’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 | $619K | Buy |
5,965
+677
| +13% | +$70.2K | 0.02% | 183 |
|
|
2025
Q1 | $578K | Sell |
5,288
-37
| -0.7% | -$4.04K | 0.02% | 180 |
|
|
2024
Q4 | $491K | Sell |
5,325
-348
| -6% | -$32.1K | 0.01% | 195 |
|
|
2024
Q3 | $582K | Buy |
5,673
+702
| +14% | +$72K | 0.02% | 170 |
|
|
2024
Q2 | $436K | Buy |
4,971
+19
| +0.4% | +$1.67K | 0.01% | 187 |
|
|
2024
Q1 | $426K | Buy |
4,952
+1,029
| +26% | +$88.6K | 0.01% | 185 |
|
|
2023
Q4 | $319K | Buy |
3,923
+49
| +1% | +$3.98K | 0.01% | 196 |
|
|
2023
Q3 | $291K | Buy |
3,874
+16
| +0.4% | +$1.2K | 0.01% | 195 |
|
|
2023
Q2 | $325K | Sell |
3,858
-20
| -0.5% | -$1.68K | 0.01% | 189 |
|
|
2023
Q1 | $353K | Buy |
3,878
+365
| +10% | +$33.2K | 0.02% | 188 |
|
|
2022
Q4 | $334K | Buy |
+3,513
| New | +$334K | 0.02% | 187 |
|