Cohen Investment 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 | $484K | Sell |
4,663
-315
| -6% | -$32.7K | 0.25% | 56 |
|
|
2025
Q1 | $544K | Hold |
4,978
| – | – | 0.32% | 50 |
|
|
2024
Q4 | $459K | Buy |
4,978
+131
| +3% | +$12.1K | 0.28% | 58 |
|
|
2024
Q3 | $497K | Sell |
4,847
-720
| -13% | -$73.9K | 0.3% | 54 |
|
|
2024
Q2 | $419K | Buy |
5,567
+546
| +11% | +$41.1K | 0.34% | 58 |
|
|
2024
Q1 | $432K | Sell |
5,021
-156
| -3% | -$13.4K | 0.28% | 56 |
|
|
2023
Q4 | $420K | Sell |
5,177
-390
| -7% | -$31.7K | 0.31% | 57 |
|
|
2023
Q3 | $419K | Sell |
5,567
-185
| -3% | -$13.9K | 0.34% | 58 |
|
|
2023
Q2 | $484K | Buy |
5,752
+77
| +1% | +$6.48K | 0.39% | 59 |
|
|
2023
Q1 | $516K | Buy |
5,675
+194
| +4% | +$17.7K | 0.41% | 55 |
|
|
2022
Q4 | $520K | Buy |
5,481
+221
| +4% | +$21K | 0.43% | 52 |
|
|
2022
Q3 | $455K | Buy |
5,260
+39
| +0.7% | +$3.37K | 0.42% | 52 |
|
|
2022
Q2 | $501K | Sell |
5,221
-44
| -0.8% | -$4.22K | 0.43% | 52 |
|
|
2022
Q1 | $525K | Buy |
5,265
+53
| +1% | +$5.29K | 0.39% | 54 |
|
|
2021
Q4 | $464K | Buy |
5,212
+47
| +0.9% | +$4.18K | 0.33% | 56 |
|
|
2021
Q3 | $419K | Buy |
5,165
+23
| +0.4% | +$1.87K | 0.32% | 61 |
|
|
2021
Q2 | $435K | Buy |
5,142
+51
| +1% | +$4.31K | 0.34% | 58 |
|
|
2021
Q1 | $431K | Sell |
5,091
-64
| -1% | -$5.42K | 0.35% | 58 |
|
|
2020
Q4 | $429K | Buy |
+5,155
| New | +$429K | 0.39% | 53 |
|