Coldstream Capital Management’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 | $1.1M | Buy |
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|
2025
Q2 | $990K | Buy |
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|
2025
Q1 | $1M | Buy |
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|
2024
Q4 | $779K | Sell |
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|
2024
Q3 | $877K | Buy |
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|
2024
Q2 | $676K | Sell |
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|
2024
Q1 | $678K | Buy |
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|
2023
Q4 | $578K | Buy |
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|
2023
Q3 | $491K | Buy |
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|
2023
Q2 | $490K | Sell |
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|
2023
Q1 | $582K | Buy |
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|
2022
Q4 | $575K | Buy |
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|
2022
Q2 | $529K | Buy |
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|
2022
Q1 | $505K | Sell |
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|
2021
Q4 | $457K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $229K | Buy |
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|
2021
Q1 | $207K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $211K | Buy |
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|
2019
Q3 | $209K | Sell |
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|
2019
Q2 | $202K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $1.78M | Buy |
|