CreativeOne 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 | $1.16M | Buy |
11,161
+9
| +0.1% | +$934 | 0.03% | 489 |
|
|
2025
Q1 | $1.22M | Buy |
11,152
+1,218
| +12% | +$133K | 0.04% | 423 |
|
|
2024
Q4 | $916K | Buy |
9,934
+926
| +10% | +$85.4K | 0.03% | 497 |
|
|
2024
Q3 | $924K | Buy |
9,008
+564
| +7% | +$57.9K | 0.03% | 454 |
|
|
2024
Q2 | $741K | Buy |
8,444
+694
| +9% | +$60.9K | 0.04% | 388 |
|
|
2024
Q1 | $668K | Buy |
7,750
+1,375
| +22% | +$119K | 0.03% | 480 |
|
|
2023
Q4 | $518K | Buy |
6,375
+177
| +3% | +$14.4K | 0.03% | 361 |
|
|
2023
Q3 | $466K | Sell |
6,198
-1,725
| -22% | -$130K | 0.03% | 346 |
|
|
2023
Q2 | $667K | Buy |
7,923
+400
| +5% | +$33.7K | 0.03% | 415 |
|
|
2023
Q1 | $685K | Buy |
7,523
+2,244
| +43% | +$204K | 0.03% | 388 |
|
|
2022
Q4 | $501K | Buy |
5,279
+879
| +20% | +$83.4K | 0.03% | 432 |
|
|
2022
Q3 | $380K | Buy |
4,400
+302
| +7% | +$26.1K | 0.02% | 471 |
|
|
2022
Q2 | $393K | Buy |
4,098
+215
| +6% | +$20.6K | 0.02% | 468 |
|
|
2022
Q1 | $387K | Buy |
+3,883
| New | +$387K | 0.02% | 504 |
|
|
2021
Q3 | – | Sell |
-2,724
| Closed | -$230K | – | 688 |
|
|
2021
Q2 | $230K | Buy |
+2,724
| New | +$230K | 0.01% | 611 |
|