Concourse Financial Group Securities’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
Q1 | – | Sell |
-13,860
| Closed | -$1.35M | – | 137 |
|
|
2024
Q4 | $1.35M | Sell |
13,860
-36
| -0.3% | -$3.51K | 0.08% | 253 |
|
|
2024
Q3 | $1.43M | Sell |
13,896
-1,119
| -7% | -$115K | 0.08% | 228 |
|
|
2024
Q2 | $1.32M | Sell |
15,015
-1,034
| -6% | -$90.7K | 0.08% | 229 |
|
|
2024
Q1 | $1.38M | Buy |
16,049
+1,787
| +13% | +$154K | 0.09% | 226 |
|
|
2023
Q4 | $1.16M | Sell |
14,262
-2,175
| -13% | -$177K | 0.08% | 257 |
|
|
2023
Q3 | $1.24M | Buy |
16,437
+1,487
| +10% | +$112K | 0.1% | 208 |
|
|
2023
Q2 | $1.26M | Buy |
14,950
+525
| +4% | +$44.2K | 0.1% | 211 |
|
|
2023
Q1 | $1.31M | Buy |
14,425
+1,283
| +10% | +$117K | 0.1% | 203 |
|
|
2022
Q4 | $1.25M | Buy |
+13,142
| New | +$1.25M | 0.1% | 216 |
|
|
2022
Q3 | – | Sell |
-10,692
| Closed | -$1.03M | – | 2083 |
|
|
2022
Q2 | $1.03M | Sell |
10,692
-259
| -2% | -$24.9K | 0.09% | 233 |
|
|
2022
Q1 | $1.09M | Buy |
10,951
+490
| +5% | +$48.9K | 0.08% | 244 |
|
|
2021
Q4 | $931K | Sell |
10,461
-504
| -5% | -$44.9K | 0.05% | 344 |
|
|
2021
Q3 | $890K | Buy |
10,965
+456
| +4% | +$37K | 0.05% | 337 |
|
|
2021
Q2 | $889K | Buy |
10,509
+1,320
| +14% | +$112K | 0.06% | 324 |
|
|
2021
Q1 | $778K | Buy |
9,189
+50
| +0.5% | +$4.23K | 0.05% | 326 |
|
|
2020
Q4 | $761K | Sell |
9,139
-1,022
| -10% | -$85.1K | 0.06% | 294 |
|
|
2020
Q3 | $830K | Buy |
10,161
+799
| +9% | +$65.3K | 0.07% | 225 |
|
|
2020
Q2 | $746K | Buy |
9,362
+1,039
| +12% | +$82.8K | 0.07% | 213 |
|
|
2020
Q1 | $666K | Buy |
+8,323
| New | +$666K | 0.07% | 208 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 2107 |
|
|
2019
Q3 | – | Sell |
-73
| Closed | -$6K | – | 1801 |
|
|
2019
Q2 | $6K | Sell |
73
-4,065
| -98% | -$334K | ﹤0.01% | 1636 |
|
|
2019
Q1 | $346K | Buy |
4,138
+1,735
| +72% | +$145K | 0.04% | 337 |
|
|
2018
Q4 | $179K | Buy |
2,403
+1,170
| +95% | +$87.2K | 0.02% | 456 |
|
|
2018
Q3 | $87K | Buy |
+1,233
| New | +$87K | 0.02% | 456 |
|