Clarius Group LLC’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 | $376K | Sell |
3,626
-340
| -9% | -$35.3K | 0.02% | 306 |
|
|
2025
Q1 | $433K | Buy |
3,966
+95
| +2% | +$10.4K | 0.03% | 268 |
|
|
2024
Q4 | $357K | Sell |
3,871
-196
| -5% | -$18.1K | 0.02% | 274 |
|
|
2024
Q3 | $416K | Sell |
4,067
-149
| -4% | -$15.2K | 0.03% | 247 |
|
|
2024
Q2 | $370K | Sell |
4,216
-467
| -10% | -$41K | 0.03% | 272 |
|
|
2024
Q1 | $403K | Sell |
4,683
-688
| -13% | -$59.2K | 0.03% | 270 |
|
|
2023
Q4 | $436K | Buy |
5,371
+47
| +0.9% | +$3.82K | 0.04% | 260 |
|
|
2023
Q3 | $400K | Sell |
5,324
-1,564
| -23% | -$118K | 0.04% | 256 |
|
|
2023
Q2 | $580K | Buy |
6,888
+330
| +5% | +$27.8K | 0.04% | 227 |
|
|
2023
Q1 | $597K | Buy |
6,558
+357
| +6% | +$32.5K | 0.05% | 216 |
|
|
2022
Q4 | $589K | Buy |
6,201
+68
| +1% | +$6.46K | 0.05% | 214 |
|
|
2022
Q3 | $530K | Buy |
6,133
+138
| +2% | +$11.9K | 0.05% | 206 |
|
|
2022
Q2 | $575K | Sell |
5,995
-64
| -1% | -$6.14K | 0.06% | 201 |
|
|
2022
Q1 | $539K | Hold |
6,059
| – | – | 0.04% | 225 |
|
|
2021
Q4 | $539K | Buy |
6,059
+322
| +6% | +$28.6K | 0.04% | 225 |
|
|
2021
Q3 | $466K | Buy |
5,737
+198
| +4% | +$16.1K | 0.04% | 227 |
|
|
2021
Q2 | $469K | Buy |
5,539
+56
| +1% | +$4.74K | 0.04% | 222 |
|
|
2021
Q1 | $464K | Buy |
5,483
+1,492
| +37% | +$126K | 0.05% | 204 |
|
|
2020
Q4 | $332K | Buy |
3,991
+510
| +15% | +$42.4K | 0.04% | 242 |
|
|
2020
Q3 | $285K | Sell |
3,481
-719
| -17% | -$58.9K | 0.04% | 217 |
|
|
2020
Q2 | $334K | Buy |
4,200
+12
| +0.3% | +$954 | 0.05% | 195 |
|
|
2020
Q1 | $335K | Buy |
4,188
+248
| +6% | +$19.8K | 0.06% | 164 |
|
|
2019
Q4 | $381K | Buy |
3,940
+350
| +10% | +$33.8K | 0.06% | 164 |
|
|
2019
Q3 | $336K | Buy |
3,590
+375
| +12% | +$35.1K | 0.06% | 171 |
|
|
2019
Q2 | $283K | Buy |
+3,215
| New | +$283K | 0.06% | 183 |
|