CX Institutional’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 | $641K | Buy |
6,173
+185
| +3% | +$19.2K | 0.02% | 326 |
|
|
2025
Q1 | $654K | Buy |
5,988
+2,427
| +68% | +$265K | 0.02% | 327 |
|
|
2024
Q4 | $328K | Sell |
3,561
-256
| -7% | -$23.6K | 0.01% | 421 |
|
|
2024
Q3 | $392K | Sell |
3,817
-89
| -2% | -$9.13K | 0.02% | 412 |
|
|
2024
Q2 | $343K | Buy |
3,906
+219
| +6% | +$19.2K | 0.02% | 431 |
|
|
2024
Q1 | $317K | Buy |
3,687
+712
| +24% | +$61.3K | 0.02% | 440 |
|
|
2023
Q4 | $242K | Sell |
2,975
-51
| -2% | -$4.14K | 0.01% | 453 |
|
|
2023
Q3 | $228K | Sell |
3,026
-1,083
| -26% | -$81.5K | 0.01% | 454 |
|
|
2023
Q2 | $346K | Buy |
4,109
+50
| +1% | +$4.21K | 0.02% | 403 |
|
|
2023
Q1 | $369K | Buy |
4,059
+67
| +2% | +$6.09K | 0.02% | 382 |
|
|
2022
Q4 | $379K | Buy |
3,992
+1,325
| +50% | +$126K | 0.02% | 400 |
|
|
2022
Q3 | $231K | Sell |
2,667
-26,788
| -91% | -$2.32M | 0.02% | 426 |
|
|
2022
Q2 | $2.83M | Sell |
29,455
-531
| -2% | -$50.9K | 0.21% | 122 |
|
|
2022
Q1 | $2.99M | Buy |
+29,986
| New | +$2.99M | 0.24% | 113 |
|
|
2021
Q4 | – | Sell |
-2,100
| Closed | -$170K | – | 343 |
|
|
2021
Q3 | $170K | Sell |
2,100
-136
| -6% | -$11K | 0.01% | 369 |
|
|
2021
Q2 | $189K | Buy |
2,236
+170
| +8% | +$14.4K | 0.02% | 342 |
|
|
2021
Q1 | $175K | Buy |
2,066
+840
| +69% | +$71.2K | 0.02% | 316 |
|
|
2020
Q4 | $102K | Buy |
1,226
+45
| +4% | +$3.74K | 0.01% | 357 |
|
|
2020
Q3 | $97K | Buy |
1,181
+380
| +47% | +$31.2K | 0.01% | 321 |
|
|
2020
Q2 | $64K | Sell |
801
-33
| -4% | -$2.64K | 0.01% | 322 |
|
|
2020
Q1 | $67K | Sell |
834
-262
| -24% | -$21K | 0.01% | 293 |
|
|
2019
Q4 | $104K | Hold |
1,096
| – | – | 0.02% | 230 |
|
|
2019
Q3 | $103K | Buy |
1,096
+10
| +0.9% | +$940 | 0.02% | 243 |
|
|
2019
Q2 | $96K | Buy |
1,086
+20
| +2% | +$1.77K | 0.02% | 280 |
|
|
2019
Q1 | $89K | Buy |
1,066
+92
| +9% | +$7.68K | 0.02% | 285 |
|
|
2018
Q4 | $73K | Buy |
974
+21
| +2% | +$1.57K | 0.02% | 229 |
|
|
2018
Q3 | $68K | Hold |
953
| – | – | 0.02% | 166 |
|
|
2018
Q2 | $66K | Buy |
+953
| New | +$66K | 0.02% | 140 |
|