Cornerstone 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 | $593K | Sell |
5,716
-825
| -13% | -$85.6K | 0.06% | 138 |
|
|
2025
Q1 | $703K | Sell |
6,541
-77
| -1% | -$8.27K | 0.08% | 118 |
|
|
2024
Q4 | $674K | Buy |
6,618
+596
| +10% | +$60.7K | 0.08% | 121 |
|
|
2024
Q3 | $618K | Sell |
6,022
-217
| -3% | -$22.3K | 0.08% | 115 |
|
|
2024
Q2 | $547K | Sell |
6,239
-2,345
| -27% | -$206K | 0.08% | 121 |
|
|
2024
Q1 | $739K | Buy |
8,584
+1,533
| +22% | +$132K | 0.11% | 109 |
|
|
2023
Q4 | $573K | Buy |
7,051
+3,222
| +84% | +$262K | 0.09% | 126 |
|
|
2023
Q3 | $288K | Buy |
3,829
+10
| +0.3% | +$752 | 0.05% | 178 |
|
|
2023
Q2 | $322K | Buy |
3,819
+282
| +8% | +$23.7K | 0.06% | 168 |
|
|
2023
Q1 | $322K | Buy |
3,537
+130
| +4% | +$11.8K | 0.06% | 167 |
|
|
2022
Q4 | $323K | Buy |
3,407
+5
| +0.1% | +$475 | 0.06% | 158 |
|
|
2022
Q3 | $294K | Buy |
3,402
+125
| +4% | +$10.8K | 0.07% | 152 |
|
|
2022
Q2 | $314K | Sell |
3,277
-4,063
| -55% | -$389K | 0.07% | 145 |
|
|
2022
Q1 | $732K | Buy |
7,340
+860
| +13% | +$85.8K | 0.11% | 141 |
|
|
2021
Q4 | $577K | Buy |
6,480
+80
| +1% | +$7.12K | 0.08% | 162 |
|
|
2021
Q3 | $519K | Hold |
6,400
| – | – | 0.09% | 159 |
|
|
2021
Q2 | $541K | Hold |
6,400
| – | – | 0.09% | 151 |
|
|
2021
Q1 | $542K | Hold |
6,400
| – | – | 0.1% | 145 |
|
|
2020
Q4 | $533K | Hold |
6,400
| – | – | 0.11% | 143 |
|
|
2020
Q3 | $523K | Buy |
+6,400
| New | +$523K | 0.12% | 123 |
|
|
2020
Q2 | – | Sell |
-2,600
| Closed | -$208K | – | 165 |
|
|
2020
Q1 | $208K | Buy |
+2,600
| New | +$208K | 0.06% | 145 |
|