Dana Investment Advisors’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 | $223K | Sell |
2,154
-315
| -13% | -$32.7K | 0.01% | 526 |
|
|
2025
Q1 | $270K | Sell |
2,469
-331
| -12% | -$36.2K | 0.01% | 508 |
|
|
2024
Q4 | $258K | Buy |
2,800
+743
| +36% | +$68.5K | 0.01% | 512 |
|
|
2024
Q3 | $211K | Buy |
+2,057
| New | +$211K | 0.01% | 522 |
|
|
2024
Q1 | – | Sell |
-3,387
| Closed | -$275K | – | 524 |
|
|
2023
Q4 | $275K | Buy |
+3,387
| New | +$275K | 0.01% | 383 |
|
|
2021
Q1 | – | Sell |
-20,453
| Closed | -$1.7M | – | 317 |
|
|
2020
Q4 | $1.7M | Buy |
20,453
+1,149
| +6% | +$95.7K | 0.08% | 156 |
|
|
2020
Q3 | $1.58M | Buy |
19,304
+400
| +2% | +$32.7K | 0.09% | 138 |
|
|
2020
Q2 | $1.51M | Sell |
18,904
-1,387
| -7% | -$110K | 0.08% | 151 |
|
|
2020
Q1 | $1.62M | Sell |
20,291
-1,011
| -5% | -$80.9K | 0.1% | 114 |
|
|
2019
Q4 | $2.01M | Buy |
+21,302
| New | +$2.01M | 0.1% | 135 |
|
|
2017
Q3 | – | Sell |
-18,575
| Closed | -$2.68M | – | 262 |
|
|
2017
Q2 | $2.68M | Buy |
+18,575
| New | +$2.68M | 0.13% | 132 |
|