Confluence Wealth Services’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
Q2 | $836K | Sell |
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|
2025
Q1 | $864K | Buy |
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|
2024
Q4 | $497K | Hold |
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|
2024
Q3 | $523K | Buy |
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|
2024
Q2 | $268K | Sell |
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|
2024
Q1 | $266K | Sell |
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|
2023
Q4 | $264K | Buy |
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|
2023
Q3 | $227K | Buy |
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|
2023
Q2 | $242K | Buy |
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|
2023
Q1 | $261K | Buy |
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|
2022
Q4 | $265K | Buy |
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|
2022
Q3 | $240K | Buy |
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|
2022
Q2 | $281K | Buy |
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|
2022
Q1 | $277K | Sell |
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|
2021
Q4 | $248K | Buy |
|