Crestwood Advisors Group’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 | $858K | Sell |
8,271
-174
| -2% | -$18.1K | 0.02% | 295 |
|
|
2025
Q1 | $923K | Buy |
8,445
+525
| +7% | +$57.4K | 0.02% | 286 |
|
|
2024
Q4 | $730K | Buy |
7,920
+729
| +10% | +$67.2K | 0.01% | 266 |
|
|
2024
Q3 | $738K | Buy |
7,191
+212
| +3% | +$21.8K | 0.01% | 253 |
|
|
2024
Q2 | $612K | Sell |
6,979
-917
| -12% | -$80.5K | 0.01% | 258 |
|
|
2024
Q1 | $680K | Buy |
7,896
+327
| +4% | +$28.2K | 0.01% | 245 |
|
|
2023
Q4 | $615K | Sell |
7,569
-388
| -5% | -$31.5K | 0.01% | 243 |
|
|
2023
Q3 | $599K | Buy |
7,957
+197
| +3% | +$14.8K | 0.02% | 233 |
|
|
2023
Q2 | $653K | Buy |
7,760
+37
| +0.5% | +$3.12K | 0.02% | 167 |
|
|
2023
Q1 | $703K | Sell |
7,723
-706
| -8% | -$64.2K | 0.02% | 163 |
|
|
2022
Q4 | $800K | Sell |
8,429
-47
| -0.6% | -$4.46K | 0.03% | 156 |
|
|
2022
Q3 | $733K | Buy |
8,476
+56
| +0.7% | +$4.84K | 0.03% | 159 |
|
|
2022
Q2 | $808K | Sell |
8,420
-25
| -0.3% | -$2.4K | 0.03% | 159 |
|
|
2022
Q1 | $843K | Sell |
8,445
-317
| -4% | -$31.6K | 0.02% | 168 |
|
|
2021
Q4 | $780K | Sell |
8,762
-6,945
| -44% | -$618K | 0.02% | 178 |
|
|
2021
Q3 | $1.28M | Buy |
15,707
+529
| +3% | +$42.9K | 0.04% | 140 |
|
|
2021
Q2 | $1.28M | Sell |
15,178
-255
| -2% | -$21.6K | 0.04% | 142 |
|
|
2021
Q1 | $1.31M | Buy |
15,433
+265
| +2% | +$22.4K | 0.04% | 134 |
|
|
2020
Q4 | $1.26M | Buy |
15,168
+346
| +2% | +$28.8K | 0.04% | 132 |
|
|
2020
Q3 | $1.21M | Buy |
14,822
+4
| +0% | +$327 | 0.05% | 118 |
|
|
2020
Q2 | $1.18M | Sell |
14,818
-191
| -1% | -$15.2K | 0.05% | 115 |
|
|
2020
Q1 | $1.2M | Buy |
15,009
+150
| +1% | +$12K | 0.06% | 111 |
|
|
2019
Q4 | $1.4M | Buy |
14,859
+193
| +1% | +$18.2K | 0.06% | 117 |
|
|
2019
Q3 | $1.37M | Buy |
14,666
+3
| +0% | +$281 | 0.06% | 117 |
|
|
2019
Q2 | $1.29M | Sell |
14,663
-646
| -4% | -$56.8K | 0.06% | 121 |
|
|
2019
Q1 | $1.28M | Buy |
15,309
+972
| +7% | +$81.4K | 0.09% | 74 |
|
|
2018
Q4 | $1.07M | Buy |
14,337
+4
| +0% | +$299 | 0.09% | 75 |
|
|
2018
Q3 | $1.02M | Buy |
14,333
+4
| +0% | +$284 | 0.07% | 78 |
|
|
2018
Q2 | $1.02M | Sell |
14,329
-2,008
| -12% | -$142K | 0.07% | 76 |
|
|
2018
Q1 | $1.12M | Buy |
16,337
+1,017
| +7% | +$69.8K | 0.09% | 73 |
|
|
2017
Q4 | $1.13M | Buy |
15,320
+2,004
| +15% | +$147K | 0.09% | 75 |
|
|
2017
Q3 | $935K | Buy |
13,316
+4
| +0% | +$281 | 0.08% | 77 |
|
|
2017
Q2 | $938K | Buy |
13,312
+3
| +0% | +$211 | 0.08% | 79 |
|
|
2017
Q1 | $905K | Sell |
13,309
-113
| -0.8% | -$7.68K | 0.08% | 75 |
|
|
2016
Q4 | $845K | Sell |
13,422
-103
| -0.8% | -$6.49K | 0.08% | 78 |
|
|
2016
Q3 | $868K | Buy |
13,525
+4
| +0% | +$257 | 0.1% | 64 |
|
|
2016
Q2 | $948K | Buy |
13,521
+3
| +0% | +$210 | 0.12% | 61 |
|
|
2016
Q1 | $898K | Sell |
13,518
-369
| -3% | -$24.5K | 0.11% | 69 |
|
|
2015
Q4 | $809K | Buy |
13,887
+7
| +0.1% | +$408 | 0.1% | 80 |
|
|
2015
Q3 | $789K | Sell |
13,880
-193
| -1% | -$11K | 0.1% | 72 |
|
|
2015
Q2 | $745K | Buy |
14,073
+7
| +0% | +$371 | 0.1% | 73 |
|
|
2015
Q1 | $791K | Buy |
+14,066
| New | +$791K | 0.11% | 62 |
|