Charles Schwab Trust’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 | $269K | Hold |
2,590
| – | – | 0.02% | 157 |
|
|
2025
Q1 | $283K | Buy |
+2,590
| New | +$283K | 0.02% | 151 |
|
|
2024
Q1 | – | Sell |
-3,745
| Closed | -$304K | – | 155 |
|
|
2023
Q4 | $304K | Hold |
3,745
| – | – | 0.03% | 143 |
|
|
2023
Q3 | $282K | Buy |
+3,745
| New | +$282K | 0.03% | 146 |
|
|
2021
Q3 | – | Sell |
-7,500
| Closed | -$634K | – | 174 |
|
|
2021
Q2 | $634K | Buy |
7,500
+3,948
| +111% | +$334K | 0.12% | 106 |
|
|
2021
Q1 | $304K | Buy |
+3,552
| New | +$304K | 0.06% | 153 |
|