Concord Wealth Partners’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 | $91.5K | Sell |
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|
2025
Q2 | $333K | Buy |
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|
2025
Q1 | $131K | Buy |
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|
2024
Q4 | $109K | Sell |
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|
2024
Q3 | $189K | Buy |
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|
2024
Q2 | $124K | Sell |
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|
2024
Q1 | $295K | Buy |
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|
2023
Q4 | $125K | Sell |
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|
2023
Q3 | $232K | Sell |
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|
2023
Q2 | $263K | Buy |
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|
2023
Q1 | $279K | Sell |
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|
2022
Q4 | $304K | Sell |
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|
2022
Q3 | $327K | Sell |
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|
2022
Q2 | $403K | Sell |
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|
2022
Q1 | $436K | Sell |
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|
2021
Q4 | $393K | Sell |
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|
2021
Q3 | $427K | Sell |
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|
2021
Q2 | $484K | Buy |
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|
2021
Q1 | $467K | Sell |
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|
2020
Q4 | $478K | Buy |
|