Court Place Advisors’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
$292K Hold
2,812
0.09% 120
2025
Q1
$307K Buy
2,812
+339
+14% +$37K 0.1% 116
2024
Q4
$228K Sell
2,473
-270
-10% -$24.9K 0.07% 139
2024
Q3
$281K Hold
2,743
0.08% 139
2024
Q2
$241K Sell
2,743
-346
-11% -$30.4K 0.08% 145
2024
Q1
$266K Sell
3,089
-175
-5% -$15.1K 0.09% 135
2023
Q4
$265K Sell
3,264
-269
-8% -$21.8K 0.09% 138
2023
Q3
$266K Hold
3,533
0.09% 135
2023
Q2
$297K Buy
3,533
+300
+9% +$25.3K 0.1% 128
2023
Q1
$294K Hold
3,233
0.11% 132
2022
Q4
$307K Hold
3,233
0.11% 128
2022
Q3
$279K Hold
3,233
0.11% 129
2022
Q2
$310K Hold
3,233
0.12% 131
2022
Q1
$323K Hold
3,233
0.1% 139
2021
Q4
$288K Hold
3,233
0.08% 158
2021
Q3
$262K Hold
3,233
0.08% 157
2021
Q2
$273K Hold
3,233
0.08% 161
2021
Q1
$274K Hold
3,233
0.09% 155
2020
Q4
$269K Sell
3,233
-75
-2% -$6.24K 0.09% 149
2020
Q3
$270K Sell
3,308
-20
-0.6% -$1.63K 0.1% 139
2020
Q2
$265K Hold
3,328
0.1% 138
2020
Q1
$266K Hold
3,328
0.12% 128
2019
Q4
$315K Sell
3,328
-100
-3% -$9.47K 0.11% 139
2019
Q3
$321K Hold
3,428
0.12% 136
2019
Q2
$302K Hold
3,428
0.12% 139
2019
Q1
$287K Hold
3,428
0.12% 137
2018
Q4
$256K Hold
3,428
0.12% 139
2018
Q3
$243K Hold
3,428
0.09% 153
2018
Q2
$237K Hold
3,428
0.1% 152
2018
Q1
$235K Buy
+3,428
New +$235K 0.1% 151