Clearstead Advisors’s American Electric Power AEP Stock Holding History

Clearstead Advisors’s Portfolio AEP Stock Details AEP Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.15M	Buy	11,086 +1,205	+12%	+$125K	0.02%	407
2025 Q1	$1.08M	Buy	9,881 +805	+9%	+$88K	0.02%	391
2024 Q4	$837K	Buy	9,076 +190	+2%	+$17.5K	0.01%	449
2024 Q3	$912K	Buy	8,886 +35	+0.4%	+$3.59K	0.01%	437
2024 Q2	$777K	Buy	8,851 +4,928	+126%	+$432K	0.01%	448
2024 Q1	$359K	Sell	3,923 -674	-15%	-$61.7K	0.02%	366
2023 Q4	$373K	Sell	4,597 -6,793	-60%	-$552K	0.02%	360
2023 Q3	$857K	Buy	11,390 +3,536	+45%	+$266K	0.02%	326
2023 Q2	$661K	Buy	7,854 +2,248	+40%	+$189K	0.04%	262
2023 Q1	$510K	Sell	5,606 -174	-3%	-$15.8K	0.04%	256
2022 Q4	$549K	Buy	5,780 +212	+4%	+$20.1K	0.04%	247
2022 Q3	$481K	Buy	5,568 +1,222	+28%	+$106K	0.04%	230
2022 Q2	$417K	Buy	4,346 +39	+0.9%	+$3.74K	0.03%	278
2022 Q1	$430K	Buy	4,307 +291	+7%	+$29.1K	0.03%	285
2021 Q4	$357K	Sell	4,016 -601	-13%	-$53.4K	0.02%	300
2021 Q3	$375K	Sell	4,617 -176	-4%	-$14.3K	0.03%	275
2021 Q2	$405K	Buy	4,793 +148	+3%	+$12.5K	0.03%	253
2021 Q1	$393K	Sell	4,645 -269	-5%	-$22.8K	0.03%	246
2020 Q4	$409K	Buy	4,914 +41	+0.8%	+$3.41K	0.04%	223
2020 Q3	$398K	Sell	4,873 -28	-0.6%	-$2.29K	0.04%	208
2020 Q2	$390K	Buy	4,901 +303	+7%	+$24.1K	0.05%	197
2020 Q1	$368K	Buy	4,598 +3	+0.1%	+$240	0.05%	180
2019 Q4	$434K	Sell	4,595 -152	-3%	-$14.4K	0.05%	190
2019 Q3	$445K	Buy	4,747 +3	+0.1%	+$281	0.06%	176
2019 Q2	$418K	Sell	4,744 -447	-9%	-$39.4K	0.06%	186
2019 Q1	$435K	Buy	5,191 +492	+10%	+$41.2K	0.06%	178
2018 Q4	$351K	Sell	4,699 -473	-9%	-$35.3K	0.05%	192
2018 Q3	$367K	Buy	5,172 +761	+17%	+$54K	0.05%	179
2018 Q2	$305K	Sell	4,411 -361	-8%	-$25K	0.04%	191
2018 Q1	$328K	Buy	4,772 +488	+11%	+$33.5K	0.05%	175
2017 Q4	$315K	Buy	4,284 +17	+0.4%	+$1.25K	0.04%	174
2017 Q3	$300K	Buy	4,267 +90	+2%	+$6.33K	0.04%	195
2017 Q2	$291K	Buy	+4,177	New	+$291K	0.04%	187