CF
Clarity Financial’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $493K | Buy |
4,753
+394
| +9% | +$40.9K | 0.05% | 65 |
|
|
2025
Q1 | $476K | Sell |
4,359
-1,918
| -31% | -$210K | 0.05% | 61 |
|
|
2024
Q4 | $579K | Sell |
6,277
-348
| -5% | -$32.1K | 0.07% | 65 |
|
|
2024
Q3 | $680K | Sell |
6,625
-349
| -5% | -$35.8K | 0.08% | 72 |
|
|
2024
Q2 | $612K | Buy |
6,974
+286
| +4% | +$25.1K | 0.09% | 59 |
|
|
2024
Q1 | $576K | Sell |
6,688
-35
| -0.5% | -$3.01K | 0.09% | 65 |
|
|
2023
Q4 | $546K | Buy |
6,723
+663
| +11% | +$53.8K | 0.09% | 60 |
|
|
2023
Q3 | $456K | Sell |
6,060
-200
| -3% | -$15K | 0.08% | 69 |
|
|
2023
Q2 | $527K | Buy |
+6,260
| New | +$527K | 0.08% | 64 |
|
|
2023
Q1 | – | Sell |
-7,190
| Closed | -$683K | – | 28 |
|
|
2022
Q4 | $683K | Buy |
7,190
+246
| +4% | +$23.4K | 0.13% | 52 |
|
|
2022
Q3 | $600K | Buy |
6,944
+348
| +5% | +$30.1K | 0.14% | 54 |
|
|
2022
Q2 | $633K | Buy |
6,596
+796
| +14% | +$76.4K | 0.14% | 57 |
|
|
2022
Q1 | $579K | Sell |
5,800
-20
| -0.3% | -$2K | 0.12% | 62 |
|
|
2021
Q4 | $518K | Buy |
+5,820
| New | +$518K | 0.08% | 69 |
|
|
2021
Q3 | – | Sell |
-4,000
| Closed | -$338K | – | 95 |
|
|
2021
Q2 | $338K | Buy |
4,000
+1,475
| +58% | +$125K | 0.06% | 84 |
|
|
2021
Q1 | $214K | Buy |
+2,525
| New | +$214K | 0.04% | 121 |
|