Choate Investment Advisors’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 | $409K | Hold |
3,940
| – | – | 0.01% | 293 |
|
|
2025
Q1 | $431K | Sell |
3,940
-605
| -13% | -$66.1K | 0.01% | 275 |
|
|
2024
Q4 | $419K | Buy |
+4,545
| New | +$419K | 0.01% | 290 |
|
|
2024
Q3 | – | Sell |
-2,402
| Closed | -$211K | – | 384 |
|
|
2024
Q2 | $211K | Sell |
2,402
-742
| -24% | -$65.1K | 0.01% | 358 |
|
|
2024
Q1 | $271K | Buy |
3,144
+197
| +7% | +$17K | 0.01% | 344 |
|
|
2023
Q4 | $239K | Buy |
+2,947
| New | +$239K | 0.01% | 335 |
|