Cladis 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 | $328K | Hold |
3,158
| – | – | 0.21% | 107 |
|
|
2025
Q1 | $345K | Hold |
3,158
| – | – | 0.25% | 95 |
|
|
2024
Q4 | $291K | Hold |
3,158
| – | – | 0.21% | 100 |
|
|
2024
Q3 | $324K | Hold |
3,158
| – | – | 0.22% | 99 |
|
|
2024
Q2 | $277K | Hold |
3,158
| – | – | 0.2% | 108 |
|
|
2024
Q1 | $272K | Hold |
3,158
| – | – | 0.2% | 113 |
|
|
2023
Q4 | $256K | Hold |
3,158
| – | – | 0.2% | 111 |
|
|
2023
Q3 | $238K | Hold |
3,158
| – | – | 0.21% | 108 |
|
|
2023
Q2 | $266K | Buy |
3,158
+158
| +5% | +$13.3K | 0.23% | 108 |
|
|
2023
Q1 | $273K | Hold |
3,000
| – | – | 0.25% | 107 |
|
|
2022
Q4 | $285K | Hold |
3,000
| – | – | 0.28% | 99 |
|
|
2022
Q3 | $259K | Hold |
3,000
| – | – | 0.28% | 103 |
|
|
2022
Q2 | $288K | Hold |
3,000
| – | – | 0.29% | 101 |
|
|
2022
Q1 | $299K | Hold |
3,000
| – | – | 0.24% | 107 |
|
|
2021
Q4 | $267K | Buy |
+3,000
| New | +$267K | 0.21% | 122 |
|