Corient Private Wealth’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 | $15.5M | Buy |
148,972
+2,121
| +1% | +$220K | 0.02% | 472 |
|
|
2025
Q1 | $16M | Sell |
146,851
-6,291
| -4% | -$687K | 0.03% | 423 |
|
|
2024
Q4 | $14.1M | Sell |
153,142
-5,184
| -3% | -$478K | 0.02% | 447 |
|
|
2024
Q3 | $16.2M | Sell |
158,326
-2,213
| -1% | -$227K | 0.03% | 442 |
|
|
2024
Q2 | $14.1M | Buy |
160,539
+2,354
| +1% | +$207K | 0.02% | 451 |
|
|
2024
Q1 | $13.6M | Sell |
158,185
-757
| -0.5% | -$65.2K | 0.02% | 460 |
|
|
2023
Q4 | $12.9M | Buy |
158,942
+2,961
| +2% | +$240K | 0.02% | 471 |
|
|
2023
Q3 | $11.7M | Buy |
155,981
+7,721
| +5% | +$580K | 0.03% | 448 |
|
|
2023
Q2 | $12.5M | Sell |
148,260
-6,206
| -4% | -$522K | 0.03% | 434 |
|
|
2023
Q1 | $14.1M | Buy |
154,466
+33,568
| +28% | +$3.05M | 0.04% | 374 |
|
|
2022
Q4 | $11.5M | Buy |
+120,898
| New | +$11.5M | 0.04% | 347 |
|