Commonwealth Financial Services’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 | $1.92M | Buy |
18,551
+247
| +1% | +$25.6K | 0.37% | 54 |
|
|
2025
Q1 | $2M | Buy |
18,304
+19
| +0.1% | +$2.08K | 0.41% | 51 |
|
|
2024
Q4 | $1.69M | Sell |
18,285
-364
| -2% | -$33.6K | 0.33% | 54 |
|
|
2024
Q3 | $1.91M | Sell |
18,649
-1,111
| -6% | -$114K | 0.38% | 50 |
|
|
2024
Q2 | $1.72M | Sell |
19,760
-411
| -2% | -$35.8K | 0.35% | 46 |
|
|
2024
Q1 | $1.64M | Hold |
20,171
| – | – | 0.39% | 46 |
|
|
2023
Q4 | $1.64M | Sell |
20,171
-104
| -0.5% | -$8.45K | 0.39% | 46 |
|
|
2023
Q3 | $1.53M | Buy |
+20,275
| New | +$1.53M | 0.45% | 48 |
|
|
2017
Q1 | $11K | Hold |
159
| – | – | 0.01% | 187 |
|
|
2016
Q4 | $10K | Hold |
159
| – | – | 0.01% | 177 |
|
|
2016
Q3 | $10K | Hold |
159
| – | – | 0.01% | 170 |
|
|
2016
Q2 | $11K | Buy |
159
+83
| +109% | +$5.74K | 0.01% | 166 |
|
|
2016
Q1 | $5K | Hold |
76
| – | – | 0.01% | 182 |
|
|
2015
Q4 | $4K | Hold |
76
| – | – | 0.01% | 194 |
|
|
2015
Q3 | $4K | Hold |
76
| – | – | ﹤0.01% | 192 |
|
|
2015
Q2 | $4K | Hold |
76
| – | – | ﹤0.01% | 212 |
|
|
2015
Q1 | $4K | Hold |
76
| – | – | ﹤0.01% | 217 |
|
|
2014
Q4 | $5K | Buy |
+76
| New | +$5K | ﹤0.01% | 203 |
|