CVA Family Office’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 | $225K | Buy |
2,164
+27
| +1% | +$2.8K | 0.03% | 273 |
|
|
2025
Q1 | $234K | Buy |
2,137
+41
| +2% | +$4.48K | 0.04% | 259 |
|
|
2024
Q4 | $193K | Buy |
2,096
+108
| +5% | +$9.96K | 0.03% | 276 |
|
|
2024
Q3 | $204K | Buy |
1,988
+36
| +2% | +$3.69K | 0.03% | 259 |
|
|
2024
Q2 | $171K | Sell |
1,952
-55
| -3% | -$4.83K | 0.03% | 262 |
|
|
2024
Q1 | $173K | Sell |
2,007
-199
| -9% | -$17.1K | 0.03% | 268 |
|
|
2023
Q4 | $179K | Buy |
+2,206
| New | +$179K | 0.03% | 249 |
|
|
2023
Q3 | – | Sell |
-1,248
| Closed | -$105K | – | 237 |
|
|
2023
Q2 | $105K | Buy |
1,248
+225
| +22% | +$18.9K | 0.02% | 305 |
|
|
2023
Q1 | $93.1K | Sell |
1,023
-339
| -25% | -$30.8K | 0.02% | 321 |
|
|
2022
Q4 | $129K | Buy |
1,362
+410
| +43% | +$38.9K | 0.03% | 257 |
|
|
2022
Q3 | $82K | Buy |
952
+20
| +2% | +$1.72K | 0.02% | 270 |
|
|
2022
Q2 | $89K | Buy |
932
+75
| +9% | +$7.16K | 0.02% | 262 |
|
|
2022
Q1 | $86K | Buy |
857
+15
| +2% | +$1.51K | 0.02% | 289 |
|
|
2021
Q4 | $75K | Sell |
842
-365
| -30% | -$32.5K | 0.02% | 288 |
|
|
2021
Q3 | $99K | Buy |
1,207
+130
| +12% | +$10.7K | 0.07% | 124 |
|
|
2021
Q2 | $91K | Buy |
1,077
+235
| +28% | +$19.9K | 0.03% | 253 |
|
|
2021
Q1 | $71K | Buy |
842
+495
| +143% | +$41.7K | 0.03% | 229 |
|
|
2020
Q4 | $29K | Sell |
347
-860
| -71% | -$71.9K | 0.02% | 243 |
|
|
2020
Q3 | $99K | Buy |
1,207
+860
| +248% | +$70.5K | 0.07% | 124 |
|
|
2020
Q2 | $28K | Hold |
347
| – | – | 0.02% | 193 |
|
|
2020
Q1 | $28K | Buy |
+347
| New | +$28K | 0.03% | 177 |
|