Cobblestone Capital 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
Q3 | $518K | Buy |
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|
2025
Q2 | $470K | Buy |
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|
2025
Q1 | $446K | Sell |
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|
2024
Q4 | $423K | Sell |
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|
2024
Q3 | $471K | Sell |
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|
2024
Q2 | $406K | Sell |
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|
2024
Q1 | $416K | Hold |
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|
2023
Q4 | $392K | Hold |
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|
2023
Q3 | $363K | Sell |
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|
2023
Q2 | $422K | Buy |
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|
2023
Q1 | $447K | Hold |
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|
2022
Q4 | $466K | Sell |
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|
2022
Q3 | $427K | Hold |
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|
2022
Q2 | $473K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $207K | Sell |
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|
2020
Q4 | $204K | Sell |
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|
2020
Q3 | $592K | Sell |
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|
2020
Q2 | $659K | Buy |
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|
2020
Q1 | $645K | Sell |
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|
2019
Q4 | $781K | Hold |
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|
2019
Q3 | $775K | Sell |
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|
2019
Q2 | $745K | Buy |
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|
2019
Q1 | $290K | Hold |
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|
2018
Q4 | $259K | Hold |
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|
2018
Q3 | $246K | Buy |
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|
2018
Q2 | $238K | Hold |
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|
2018
Q1 | $236K | Hold |
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|
2017
Q4 | $253K | Hold |
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|
2017
Q3 | $242K | Hold |
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|
2017
Q2 | $239K | Buy |
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|
2017
Q1 | $224K | Buy |
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|
2016
Q4 | $204K | Hold |
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|
2016
Q3 | $208K | Sell |
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|
2016
Q2 | $239K | Hold |
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|
2016
Q1 | $227K | Buy |
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