D.A. Davidson & Co’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
$4.35M Buy
41,934
+2,161
+5% +$224K 0.03% 369
2025
Q1
$4.35M Buy
39,773
+1,652
+4% +$181K 0.03% 355
2024
Q4
$3.52M Sell
38,121
-1,011
-3% -$93.2K 0.03% 399
2024
Q3
$4.01M Buy
39,132
+1,990
+5% +$204K 0.03% 377
2024
Q2
$3.26M Buy
37,142
+14,345
+63% +$1.26M 0.03% 403
2024
Q1
$1.96M Sell
22,797
-4,969
-18% -$428K 0.02% 536
2023
Q4
$2.26M Sell
27,766
-810
-3% -$65.8K 0.02% 474
2023
Q3
$2.15M Buy
28,576
+1,401
+5% +$105K 0.02% 458
2023
Q2
$2.29M Sell
27,175
-72
-0.3% -$6.06K 0.02% 447
2023
Q1
$2.48M Buy
27,247
+2,487
+10% +$226K 0.03% 415
2022
Q4
$2.35M Buy
24,760
+4,543
+22% +$431K 0.03% 406
2022
Q3
$1.75M Sell
20,217
-1,189
-6% -$103K 0.02% 440
2022
Q2
$2.05M Sell
21,406
-5,432
-20% -$521K 0.03% 415
2022
Q1
$2.68M Buy
26,838
+433
+2% +$43.2K 0.03% 395
2021
Q4
$2.35M Buy
26,405
+6,992
+36% +$622K 0.03% 422
2021
Q3
$1.58M Sell
19,413
-36
-0.2% -$2.92K 0.02% 495
2021
Q2
$1.65M Buy
19,449
+3,506
+22% +$297K 0.02% 486
2021
Q1
$1.35M Buy
15,943
+691
+5% +$58.5K 0.02% 507
2020
Q4
$1.27M Sell
15,252
-2,026
-12% -$169K 0.02% 450
2020
Q3
$1.41M Sell
17,278
-570
-3% -$46.6K 0.02% 376
2020
Q2
$1.42M Sell
17,848
-3,066
-15% -$244K 0.03% 370
2020
Q1
$1.67M Sell
20,914
-15
-0.1% -$1.2K 0.03% 349
2019
Q4
$1.98M Buy
20,929
+4,726
+29% +$447K 0.03% 363
2019
Q3
$1.52M Sell
16,203
-1,983
-11% -$186K 0.03% 396
2019
Q2
$1.6M Sell
18,186
-270
-1% -$23.8K 0.03% 371
2019
Q1
$1.52M Sell
18,456
-3,317
-15% -$273K 0.03% 413
2018
Q4
$1.63M Buy
21,773
+376
+2% +$28.1K 0.03% 370
2018
Q3
$1.52M Buy
21,397
+1,240
+6% +$87.9K 0.03% 417
2018
Q2
$1.4M Buy
20,157
+4,379
+28% +$303K 0.03% 421
2018
Q1
$1.08M Sell
15,778
-588
-4% -$40.3K 0.02% 453
2017
Q4
$1.2M Sell
16,366
-213
-1% -$15.7K 0.03% 422
2017
Q3
$1.16M Buy
16,579
+2,216
+15% +$156K 0.02% 461
2017
Q2
$997K Sell
14,363
-1,659
-10% -$115K 0.02% 457
2017
Q1
$1.08M Sell
16,022
-2,214
-12% -$149K 0.03% 422
2016
Q4
$1.15M Buy
18,236
+11,321
+164% +$712K 0.03% 437
2016
Q3
$443K Sell
6,915
-7,367
-52% -$472K 0.01% 672
2016
Q2
$1M Buy
14,282
+365
+3% +$25.6K 0.03% 403
2016
Q1
$923K Sell
13,917
-2,400
-15% -$159K 0.03% 411
2015
Q4
$950K Sell
16,317
-49
-0.3% -$2.85K 0.03% 409
2015
Q3
$930K Sell
16,366
-569
-3% -$32.3K 0.03% 403
2015
Q2
$896K Buy
16,935
+530
+3% +$28K 0.03% 429
2015
Q1
$922K Buy
16,405
+2,713
+20% +$152K 0.03% 421
2014
Q4
$829K Buy
13,692
+492
+4% +$29.8K 0.03% 450
2014
Q3
$687K Sell
13,200
-580
-4% -$30.2K 0.02% 501
2014
Q2
$766K Buy
13,780
+390
+3% +$21.7K 0.03% 485
2014
Q1
$676K Sell
13,390
-7,752
-37% -$391K 0.02% 517
2013
Q4
$984K Buy
21,142
+8,646
+69% +$402K 0.04% 403
2013
Q3
$539K Sell
12,496
-359
-3% -$15.5K 0.02% 487
2013
Q2
$572K Buy
+12,855
New +$572K 0.03% 442