Claro 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 | $1.3M | Buy |
12,493
+470
| +4% | +$48.8K | 0.21% | 97 |
|
|
2025
Q1 | $1.31M | Buy |
12,023
+257
| +2% | +$28.1K | 0.18% | 109 |
|
|
2024
Q4 | $1.09M | Sell |
11,766
-474
| -4% | -$43.7K | 0.15% | 130 |
|
|
2024
Q3 | $1.26M | Buy |
12,240
+885
| +8% | +$90.8K | 0.16% | 121 |
|
|
2024
Q2 | $996K | Buy |
11,355
+329
| +3% | +$28.9K | 0.16% | 124 |
|
|
2024
Q1 | $949K | Buy |
11,026
+163
| +2% | +$14K | 0.16% | 138 |
|
|
2023
Q4 | $882K | Sell |
10,863
-1,848
| -15% | -$150K | 0.19% | 124 |
|
|
2023
Q3 | $956K | Buy |
12,711
+469
| +4% | +$35.3K | 0.24% | 95 |
|
|
2023
Q2 | $1.03M | Sell |
12,242
-131
| -1% | -$11K | 0.26% | 90 |
|
|
2023
Q1 | $1.13M | Buy |
12,373
+129
| +1% | +$11.7K | 0.33% | 69 |
|
|
2022
Q4 | $1.16M | Sell |
12,244
-16
| -0.1% | -$1.52K | 0.38% | 62 |
|
|
2022
Q3 | $1.18M | Hold |
12,260
| – | – | 0.47% | 48 |
|
|
2022
Q2 | $1.18M | Buy |
12,260
+278
| +2% | +$26.7K | 0.47% | 48 |
|
|
2022
Q1 | $1.07M | Hold |
11,982
| – | – | 0.38% | 65 |
|
|
2021
Q4 | $1.07M | Buy |
11,982
+95
| +0.8% | +$8.45K | 0.38% | 65 |
|
|
2021
Q3 | $965K | Sell |
11,887
-273
| -2% | -$22.2K | 0.41% | 60 |
|
|
2021
Q2 | $1.03M | Buy |
12,160
+90
| +0.7% | +$7.62K | 0.46% | 51 |
|
|
2021
Q1 | $1.02M | Buy |
12,070
+41
| +0.3% | +$3.47K | 0.52% | 48 |
|
|
2020
Q4 | $1M | Buy |
12,029
+68
| +0.6% | +$5.66K | 0.53% | 46 |
|
|
2020
Q3 | $978K | Buy |
11,961
+420
| +4% | +$34.3K | 0.62% | 34 |
|
|
2020
Q2 | $919K | Buy |
11,541
+105
| +0.9% | +$8.36K | 0.63% | 32 |
|
|
2020
Q1 | $915K | Sell |
11,436
-398
| -3% | -$31.8K | 0.85% | 25 |
|
|
2019
Q4 | $1.12M | Buy |
11,834
+70
| +0.6% | +$6.61K | 0.86% | 28 |
|
|
2019
Q3 | $1.1M | Buy |
11,764
+55
| +0.5% | +$5.15K | 0.98% | 27 |
|
|
2019
Q2 | $1.03M | Buy |
11,709
+68
| +0.6% | +$5.98K | 0.95% | 29 |
|
|
2019
Q1 | $975K | Buy |
11,641
+648
| +6% | +$54.3K | 0.96% | 29 |
|
|
2018
Q4 | $779K | Buy |
+10,993
| New | +$779K | 0.62% | 33 |
|