Crewe 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 | $100K | Buy |
965
+265
| +38% | +$27.5K | 0.01% | 223 |
|
|
2025
Q1 | $76.5K | Sell |
700
-8
| -1% | -$874 | 0.01% | 227 |
|
|
2024
Q4 | $65.3K | Buy |
708
+124
| +21% | +$11.4K | 0.01% | 257 |
|
|
2024
Q3 | $59.9K | Buy |
584
+5
| +0.9% | +$513 | 0.01% | 280 |
|
|
2024
Q2 | $50.8K | Buy |
579
+339
| +141% | +$29.7K | 0.01% | 367 |
|
|
2024
Q1 | $20.7K | Buy |
+240
| New | +$20.7K | ﹤0.01% | 487 |
|
|
2023
Q3 | – | Sell |
-387
| Closed | -$32.6K | – | 596 |
|
|
2023
Q2 | $32.6K | Sell |
387
-233
| -38% | -$19.6K | ﹤0.01% | 308 |
|
|
2023
Q1 | $56.4K | Sell |
620
-65
| -9% | -$5.91K | 0.01% | 297 |
|
|
2022
Q4 | $65K | Buy |
685
+52
| +8% | +$4.94K | 0.01% | 278 |
|
|
2022
Q3 | $55K | Buy |
633
+65
| +11% | +$5.65K | 0.01% | 304 |
|
|
2022
Q2 | $54K | Buy |
568
+328
| +137% | +$31.2K | 0.01% | 287 |
|
|
2022
Q1 | $24K | Buy |
+240
| New | +$24K | ﹤0.01% | 285 |
|
|
2021
Q1 | – | Sell |
-23
| Closed | -$2K | – | 458 |
|
|
2020
Q4 | $2K | Sell |
23
-4
| -15% | -$348 | ﹤0.01% | 392 |
|
|
2020
Q3 | $2K | Buy |
+27
| New | +$2K | ﹤0.01% | 471 |
|
|
2019
Q1 | – | Sell |
-155
| Closed | -$12K | – | 245 |
|
|
2018
Q4 | $12K | Hold |
155
| – | – | ﹤0.01% | 177 |
|
|
2018
Q3 | $11K | Hold |
155
| – | – | 0.01% | 191 |
|
|
2018
Q2 | $11K | Sell |
155
-321
| -67% | -$22.8K | 0.01% | 205 |
|
|
2018
Q1 | $33K | Buy |
476
+321
| +207% | +$22.3K | 0.03% | 144 |
|
|
2017
Q4 | $11K | Buy |
+155
| New | +$11K | 0.01% | 215 |
|