Colonial Trust 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 | $324K | Sell |
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|
2025
Q1 | $341K | Sell |
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|
2024
Q4 | $2.3M | Sell |
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|
2024
Q3 | $2.59M | Buy |
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|
2024
Q2 | $2.17M | Sell |
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|
2024
Q1 | $2.18M | Sell |
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|
2023
Q4 | $2.08M | Sell |
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|
2023
Q3 | $2M | Buy |
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|
2023
Q2 | $2.15M | Buy |
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|
2023
Q1 | $2.05M | Buy |
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|
2022
Q4 | $2M | Buy |
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|
2022
Q3 | $1.27M | Buy |
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|
2022
Q2 | $465K | Hold |
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|
2022
Q1 | $484K | Hold |
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|
2021
Q4 | $432K | Sell |
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|
2021
Q3 | $455K | Sell |
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|
2021
Q2 | $482K | Hold |
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|
2021
Q1 | $483K | Sell |
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|
2020
Q4 | $529K | Sell |
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|
2020
Q3 | $583K | Buy |
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|
2020
Q2 | $564K | Buy |
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|
2020
Q1 | $531K | Hold |
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|
2019
Q4 | $627K | Hold |
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|
2019
Q3 | $622K | Hold |
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|
2019
Q2 | $584K | Buy |
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|
2019
Q1 | $541K | Buy |
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|
2018
Q4 | $475K | Sell |
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|
2018
Q3 | $458K | Sell |
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|
2018
Q2 | $456K | Sell |
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|
2018
Q1 | $456K | Sell |
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|
2017
Q4 | $501K | Buy |
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|
2017
Q3 | $453K | Hold |
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|
2017
Q2 | $448K | Hold |
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|
2017
Q1 | $436K | Sell |
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|
2016
Q4 | $416K | Sell |
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|
2016
Q3 | $456K | Hold |
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|
2016
Q2 | $498K | Sell |
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|
2016
Q1 | $538K | Hold |
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|
2015
Q4 | $472K | Sell |
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|
2015
Q3 | $495K | Sell |
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|
2015
Q2 | $464K | Sell |
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|
2015
Q1 | $504K | Buy |
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|
2014
Q4 | $492K | Sell |
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|
2014
Q3 | $457K | Hold |
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|
2014
Q2 | $488K | Hold |
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|
2014
Q1 | $444K | Hold |
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|
2013
Q4 | $409K | Hold |
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|
2013
Q3 | $380K | Hold |
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|
2013
Q2 | $392K | Buy |
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