CIA
Concurrent Investment Advisors’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.83M | Buy |
36,935
+2,396
| +7% | +$249K | 0.07% | 275 |
|
|
2025
Q1 | $3.77M | Buy |
34,539
+12,289
| +55% | +$1.34M | 0.09% | 232 |
|
|
2024
Q4 | $2.05M | Buy |
22,250
+227
| +1% | +$20.9K | 0.06% | 320 |
|
|
2024
Q3 | $2.26M | Buy |
22,023
+1,788
| +9% | +$183K | 0.07% | 279 |
|
|
2024
Q2 | $1.78M | Buy |
20,235
+10,428
| +106% | +$915K | 0.06% | 301 |
|
|
2024
Q1 | $844K | Sell |
9,807
-2,565
| -21% | -$221K | 0.03% | 406 |
|
|
2023
Q4 | $1M | Buy |
+12,372
| New | +$1M | 0.05% | 338 |
|