Claro Advisors’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Buy |
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|
2025
Q1 | $1.31M | Buy |
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|
2024
Q4 | $1.09M | Sell |
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|
2024
Q3 | $1.26M | Buy |
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|
2024
Q2 | $996K | Buy |
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|
2024
Q1 | $949K | Buy |
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|
2023
Q4 | $882K | Sell |
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|
2023
Q3 | $956K | Buy |
|
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|
2023
Q2 | $1.03M | Sell |
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|
2023
Q1 | $1.13M | Buy |
|
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|
2022
Q4 | $1.16M | Sell |
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|
2022
Q3 | $1.18M | Hold |
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|
2022
Q2 | $1.18M | Buy |
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|
2022
Q1 | $1.07M | Hold |
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|
2021
Q4 | $1.07M | Buy |
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|
2021
Q3 | $965K | Sell |
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|
2021
Q2 | $1.03M | Buy |
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|
2021
Q1 | $1.02M | Buy |
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|
2020
Q4 | $1M | Buy |
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|
2020
Q3 | $978K | Buy |
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|
2020
Q2 | $919K | Buy |
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|
2020
Q1 | $915K | Sell |
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|
2019
Q4 | $1.12M | Buy |
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|
2019
Q3 | $1.1M | Buy |
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|
2019
Q2 | $1.03M | Buy |
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|
2019
Q1 | $975K | Buy |
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|
2018
Q4 | $779K | Buy |
|