Cyndeo Wealth Partners’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 | $646K | Buy |
6,223
+770
| +14% | +$79.9K | 0.04% | 276 |
|
|
2025
Q1 | $596K | Sell |
5,453
-7,609
| -58% | -$831K | 0.04% | 275 |
|
|
2024
Q4 | $1.2M | Buy |
13,062
+412
| +3% | +$38K | 0.08% | 198 |
|
|
2024
Q3 | $1.3M | Sell |
12,650
-20,886
| -62% | -$2.14M | 0.09% | 192 |
|
|
2024
Q2 | $2.94M | Sell |
33,536
-142
| -0.4% | -$12.5K | 0.23% | 125 |
|
|
2024
Q1 | $2.9M | Sell |
33,678
-8,242
| -20% | -$710K | 0.24% | 119 |
|
|
2023
Q4 | $3.4M | Buy |
41,920
+8,353
| +25% | +$678K | 0.32% | 95 |
|
|
2023
Q3 | $2.52M | Sell |
33,567
-4,585
| -12% | -$345K | 0.26% | 105 |
|
|
2023
Q2 | $3.21M | Buy |
38,152
+13,677
| +56% | +$1.15M | 0.34% | 98 |
|
|
2023
Q1 | $2.23M | Buy |
24,475
+8,038
| +49% | +$731K | 0.24% | 119 |
|
|
2022
Q4 | $1.56M | Buy |
+16,437
| New | +$1.56M | 0.18% | 139 |
|