Creative Financial Designs’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 | $331K | Buy |
3,186
+200
| +7% | +$20.8K | 0.02% | 382 |
|
2025
Q1 | $326K | Buy |
2,986
+114
| +4% | +$12.5K | 0.03% | 347 |
|
2024
Q4 | $265K | Buy |
2,872
+34
| +1% | +$3.14K | 0.02% | 382 |
|
2024
Q3 | $291K | Buy |
2,838
+120
| +4% | +$12.3K | 0.02% | 371 |
|
2024
Q2 | $238K | Buy |
2,718
+522
| +24% | +$45.8K | 0.02% | 401 |
|
2024
Q1 | $189K | Buy |
2,196
+1,034
| +89% | +$89K | 0.02% | 429 |
|
2023
Q4 | $94.4K | Buy |
1,162
+377
| +48% | +$30.6K | 0.01% | 548 |
|
2023
Q3 | $59K | Hold |
785
| – | – | 0.01% | 590 |
|
2023
Q2 | $66.1K | Hold |
785
| – | – | 0.01% | 567 |
|
2023
Q1 | $71.4K | Sell |
785
-100
| -11% | -$9.1K | 0.01% | 519 |
|
2022
Q4 | $84K | Sell |
885
-60
| -6% | -$5.7K | 0.01% | 477 |
|
2022
Q3 | $82K | Buy |
945
+60
| +7% | +$5.21K | 0.01% | 472 |
|
2022
Q2 | $85K | Buy |
885
+91
| +11% | +$8.74K | 0.01% | 459 |
|
2022
Q1 | $79K | Buy |
794
+16
| +2% | +$1.59K | 0.01% | 467 |
|
2021
Q4 | $69K | Hold |
778
| – | – | 0.01% | 511 |
|
2021
Q3 | $63K | Hold |
778
| – | – | 0.01% | 551 |
|
2021
Q2 | $66K | Hold |
778
| – | – | 0.01% | 528 |
|
2021
Q1 | $66K | Hold |
778
| – | – | 0.01% | 501 |
|
2020
Q4 | $65K | Buy |
778
+400
| +106% | +$33.4K | 0.01% | 452 |
|
2020
Q3 | $31K | Hold |
378
| – | – | 0.01% | 555 |
|
2020
Q2 | $30K | Buy |
378
+278
| +278% | +$22.1K | 0.01% | 512 |
|
2020
Q1 | $8K | Hold |
100
| – | – | ﹤0.01% | 358 |
|
2019
Q4 | $9K | Hold |
100
| – | – | ﹤0.01% | 405 |
|
2019
Q3 | $9K | Sell |
100
-250
| -71% | -$22.5K | ﹤0.01% | 412 |
|
2019
Q2 | $31K | Hold |
350
| – | – | 0.02% | 269 |
|
2019
Q1 | $29K | Buy |
350
+100
| +40% | +$8.29K | 0.02% | 263 |
|
2018
Q4 | $19K | Sell |
250
-28
| -10% | -$2.13K | 0.01% | 279 |
|
2018
Q3 | $20K | Sell |
278
-100
| -26% | -$7.19K | 0.01% | 331 |
|
2018
Q2 | $26K | Hold |
378
| – | – | 0.02% | 313 |
|
2018
Q1 | $26K | Hold |
378
| – | – | 0.02% | 294 |
|
2017
Q4 | $28K | Sell |
378
-44
| -10% | -$3.26K | 0.02% | 268 |
|
2017
Q3 | $30K | Sell |
422
-141
| -25% | -$10K | 0.02% | 283 |
|
2017
Q2 | $39K | Buy |
563
+141
| +33% | +$9.77K | 0.03% | 257 |
|
2017
Q1 | $28K | Buy |
422
+250
| +145% | +$16.6K | 0.02% | 281 |
|
2016
Q4 | $11K | Buy |
+172
| New | +$11K | 0.01% | 383 |
|