Continuum Advisory’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 | $414K | Buy |
3,995
+22
| +0.6% | +$2.28K | 0.05% | 288 |
|
|
2025
Q1 | $434K | Sell |
3,973
-56
| -1% | -$6.12K | 0.06% | 256 |
|
|
2024
Q4 | $372K | Buy |
4,029
+39
| +1% | +$3.6K | 0.05% | 290 |
|
|
2024
Q3 | $374K | Sell |
3,990
-70
| -2% | -$6.56K | 0.05% | 294 |
|
|
2024
Q2 | $356K | Sell |
4,060
-151
| -4% | -$13.3K | 0.05% | 272 |
|
|
2024
Q1 | $383K | Sell |
4,211
-1,702
| -29% | -$155K | 0.06% | 262 |
|
|
2023
Q4 | $480K | Sell |
5,913
-1,622
| -22% | -$132K | 0.07% | 291 |
|
|
2023
Q3 | $567K | Sell |
7,535
-353
| -4% | -$26.6K | 0.09% | 257 |
|
|
2023
Q2 | $664K | Buy |
7,888
+67
| +0.9% | +$5.64K | 0.11% | 230 |
|
|
2023
Q1 | $712K | Buy |
7,821
+200
| +3% | +$18.2K | 0.12% | 201 |
|
|
2022
Q4 | $724K | Buy |
7,621
+110
| +1% | +$10.4K | 0.13% | 186 |
|
|
2022
Q3 | $649K | Buy |
7,511
+106
| +1% | +$9.16K | 0.11% | 192 |
|
|
2022
Q2 | $710K | Sell |
7,405
-237
| -3% | -$22.7K | 0.13% | 196 |
|
|
2022
Q1 | $757K | Buy |
7,642
+3,394
| +80% | +$336K | 0.14% | 178 |
|
|
2021
Q4 | $378K | Buy |
4,248
+240
| +6% | +$21.4K | 0.09% | 213 |
|
|
2021
Q3 | $325K | Buy |
4,008
+455
| +13% | +$36.9K | 0.09% | 211 |
|
|
2021
Q2 | $301K | Buy |
+3,553
| New | +$301K | 0.09% | 212 |
|
|
2018
Q1 | – | Sell |
-6,323
| Closed | -$465K | – | 138 |
|
|
2017
Q4 | $465K | Buy |
6,323
+274
| +5% | +$20.2K | 0.36% | 75 |
|
|
2017
Q3 | $425K | Buy |
6,049
+274
| +5% | +$19.3K | 0.37% | 73 |
|
|
2017
Q2 | $401K | Buy |
5,775
+211
| +4% | +$14.7K | 0.4% | 77 |
|
|
2017
Q1 | $374K | Buy |
+5,564
| New | +$374K | 0.45% | 65 |
|