Congress Wealth Management’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 | $746K | Buy |
7,188
+1,246
| +21% | +$129K | 0.01% | 789 |
|
|
2025
Q1 | $639K | Sell |
5,942
-1,380
| -19% | -$148K | 0.01% | 749 |
|
|
2024
Q4 | $675K | Buy |
+7,322
| New | +$675K | 0.01% | 581 |
|
|
2024
Q1 | – | Sell |
-6,235
| Closed | -$507K | – | 580 |
|
|
2023
Q4 | $507K | Buy |
6,235
+3,457
| +124% | +$281K | 0.01% | 464 |
|
|
2023
Q3 | $209K | Buy |
+2,778
| New | +$209K | ﹤0.01% | 576 |
|
|
2022
Q1 | – | Sell |
-6,427
| Closed | -$572K | – | 593 |
|
|
2021
Q4 | $572K | Buy |
+6,427
| New | +$572K | 0.01% | 442 |
|