Colonial Trust’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 | $376K | Hold |
3,620
| – | – | 0.05% | 220 |
|
|
2025
Q1 | $396K | Sell |
3,620
-13,041
| -78% | -$1.42M | 0.06% | 200 |
|
|
2024
Q4 | $1.54M | Buy |
16,661
+1,810
| +12% | +$167K | 0.23% | 93 |
|
|
2024
Q3 | $1.52M | Buy |
14,851
+1,686
| +13% | +$173K | 0.24% | 94 |
|
|
2024
Q2 | $1.16M | Sell |
13,165
-151
| -1% | -$13.2K | 0.2% | 93 |
|
|
2024
Q1 | $1.15M | Buy |
13,316
+1,911
| +17% | +$165K | 0.21% | 94 |
|
|
2023
Q4 | $926K | Buy |
11,405
+717
| +7% | +$58.2K | 0.19% | 106 |
|
|
2023
Q3 | $804K | Buy |
10,688
+2,223
| +26% | +$167K | 0.2% | 96 |
|
|
2023
Q2 | $713K | Buy |
8,465
+700
| +9% | +$58.9K | 0.17% | 106 |
|
|
2023
Q1 | $707K | Buy |
7,765
+787
| +11% | +$71.6K | 0.18% | 105 |
|
|
2022
Q4 | $663K | Buy |
6,978
+4,220
| +153% | +$401K | 0.18% | 109 |
|
|
2022
Q3 | $238K | Buy |
+2,758
| New | +$238K | 0.08% | 182 |
|