Dakota Wealth Management’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 | $5.75M | Sell |
55,413
-1,133
| -2% | -$118K | 0.12% | 144 |
|
|
2025
Q1 | $6.18M | Sell |
56,546
-1,845
| -3% | -$202K | 0.14% | 133 |
|
|
2024
Q4 | $5.39M | Sell |
58,391
-873
| -1% | -$80.5K | 0.12% | 148 |
|
|
2024
Q3 | $6.08M | Sell |
59,264
-1,488
| -2% | -$153K | 0.14% | 136 |
|
|
2024
Q2 | $5.33M | Sell |
60,752
-1,043
| -2% | -$91.5K | 0.13% | 149 |
|
|
2024
Q1 | $5.32M | Buy |
61,795
+6,931
| +13% | +$597K | 0.13% | 148 |
|
|
2023
Q4 | $4.46M | Sell |
54,864
-392
| -0.7% | -$31.8K | 0.17% | 135 |
|
|
2023
Q3 | $4.16M | Buy |
55,256
+857
| +2% | +$64.5K | 0.18% | 126 |
|
|
2023
Q2 | $4.58M | Buy |
54,399
+1,544
| +3% | +$130K | 0.22% | 106 |
|
|
2023
Q1 | $4.81M | Sell |
52,855
-577
| -1% | -$52.5K | 0.32% | 82 |
|
|
2022
Q4 | $5.07M | Sell |
53,432
-296
| -0.6% | -$28.1K | 0.36% | 70 |
|
|
2022
Q3 | $4.64M | Buy |
53,728
+14,801
| +38% | +$1.28M | 0.38% | 64 |
|
|
2022
Q2 | $3.74M | Buy |
38,927
+1,696
| +5% | +$163K | 0.34% | 80 |
|
|
2022
Q1 | $3.71M | Buy |
+37,231
| New | +$3.71M | 0.3% | 98 |
|