Chicago Partners Investment Group’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 | $501K | Buy |
4,602
+1,437
| +45% | +$156K | 0.01% | 599 |
|
|
2025
Q1 | $340K | Buy |
3,165
+520
| +20% | +$55.9K | 0.01% | 642 |
|
|
2024
Q4 | $244K | Buy |
2,645
+253
| +11% | +$23.3K | 0.01% | 740 |
|
|
2024
Q3 | $241K | Sell |
2,392
-84
| -3% | -$8.47K | 0.01% | 696 |
|
|
2024
Q2 | $243K | Buy |
+2,476
| New | +$243K | 0.01% | 652 |
|
|
2023
Q2 | – | Sell |
-2,381
| Closed | -$224K | – | 685 |
|
|
2023
Q1 | $224K | Buy |
2,381
+92
| +4% | +$8.67K | 0.01% | 587 |
|
|
2022
Q4 | $211K | Buy |
+2,289
| New | +$211K | 0.01% | 574 |
|
|
2022
Q3 | – | Sell |
-2,218
| Closed | -$219K | – | 588 |
|
|
2022
Q2 | $219K | Buy |
2,218
+107
| +5% | +$10.6K | 0.02% | 521 |
|
|
2022
Q1 | $211K | Buy |
+2,111
| New | +$211K | 0.02% | 505 |
|
|
2018
Q4 | – | Sell |
-1,500
| Closed | -$111K | – | 326 |
|
|
2018
Q3 | $111K | Buy |
1,500
+480
| +47% | +$35.5K | 0.02% | 393 |
|
|
2018
Q2 | $71K | Hold |
1,020
| – | – | 0.01% | 431 |
|
|
2018
Q1 | $70K | Sell |
1,020
-1,793
| -64% | -$123K | 0.01% | 403 |
|
|
2017
Q4 | $207K | Buy |
2,813
+1,205
| +75% | +$88.7K | 0.03% | 253 |
|
|
2017
Q3 | $113K | Buy |
+1,608
| New | +$113K | 0.02% | 330 |
|
|
2017
Q2 | – | Sell |
-1,599
| Closed | -$107K | – | 633 |
|
|
2017
Q1 | $107K | Buy |
1,599
+5
| +0.3% | +$335 | 0.03% | 242 |
|
|
2016
Q4 | $100K | Buy |
1,594
+6
| +0.4% | +$376 | 0.04% | 230 |
|
|
2016
Q3 | $102K | Buy |
1,588
+5
| +0.3% | +$321 | 0.04% | 230 |
|
|
2016
Q2 | $111K | Buy |
1,583
+4
| +0.3% | +$280 | 0.05% | 182 |
|
|
2016
Q1 | $105K | Buy |
1,579
+278
| +21% | +$18.5K | 0.05% | 175 |
|
|
2015
Q4 | $76K | Buy |
1,301
+281
| +28% | +$16.4K | 0.04% | 253 |
|
|
2015
Q3 | $58K | Hold |
1,020
| – | – | 0.03% | 217 |
|
|
2015
Q2 | $54K | Buy |
1,020
+12
| +1% | +$635 | 0.02% | 225 |
|
|
2015
Q1 | $61K | Sell |
1,008
-222
| -18% | -$13.4K | 0.03% | 204 |
|
|
2014
Q4 | $75K | Buy |
+1,230
| New | +$75K | 0.03% | 198 |
|