Concord Wealth Partners’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 | $333K | Buy |
3,212
+2,015
| +168% | +$209K | 0.05% | 165 |
|
|
2025
Q1 | $131K | Buy |
1,197
+10
| +0.8% | +$1.09K | 0.02% | 220 |
|
|
2024
Q4 | $109K | Sell |
1,187
-656
| -36% | -$60.5K | 0.02% | 245 |
|
|
2024
Q3 | $189K | Buy |
1,843
+425
| +30% | +$43.6K | 0.03% | 207 |
|
|
2024
Q2 | $124K | Sell |
1,418
-2,008
| -59% | -$176K | 0.02% | 229 |
|
|
2024
Q1 | $295K | Buy |
3,426
+1,883
| +122% | +$162K | 0.05% | 173 |
|
|
2023
Q4 | $125K | Sell |
1,543
-1,539
| -50% | -$125K | 0.03% | 255 |
|
|
2023
Q3 | $232K | Sell |
3,082
-46
| -1% | -$3.46K | 0.05% | 184 |
|
|
2023
Q2 | $263K | Buy |
3,128
+60
| +2% | +$5.05K | 0.06% | 168 |
|
|
2023
Q1 | $279K | Sell |
3,068
-137
| -4% | -$12.5K | 0.08% | 121 |
|
|
2022
Q4 | $304K | Sell |
3,205
-578
| -15% | -$54.9K | 0.09% | 121 |
|
|
2022
Q3 | $327K | Sell |
3,783
-413
| -10% | -$35.7K | 0.1% | 121 |
|
|
2022
Q2 | $403K | Sell |
4,196
-171
| -4% | -$16.4K | 0.11% | 117 |
|
|
2022
Q1 | $436K | Sell |
4,367
-51
| -1% | -$5.09K | 0.11% | 112 |
|
|
2021
Q4 | $393K | Sell |
4,418
-848
| -16% | -$75.4K | 0.1% | 117 |
|
|
2021
Q3 | $427K | Sell |
5,266
-452
| -8% | -$36.7K | 0.17% | 41 |
|
|
2021
Q2 | $484K | Buy |
5,718
+207
| +4% | +$17.5K | 0.14% | 67 |
|
|
2021
Q1 | $467K | Sell |
5,511
-230
| -4% | -$19.5K | 0.16% | 62 |
|
|
2020
Q4 | $478K | Buy |
+5,741
| New | +$478K | 0.37% | 33 |
|