DJYG
David J. Yvars Group’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $346K | Hold |
3,336
| – | – | 0.2% | 58 |
|
|
2025
Q1 | $365K | Hold |
3,336
| – | – | 0.29% | 45 |
|
|
2024
Q4 | $308K | Sell |
3,336
-770
| -19% | -$71K | 0.19% | 60 |
|
|
2024
Q3 | $421K | Hold |
4,106
| – | – | 0.26% | 47 |
|
|
2024
Q2 | $360K | Hold |
4,106
| – | – | 0.23% | 50 |
|
|
2024
Q1 | $354K | Hold |
4,106
| – | – | 0.24% | 52 |
|
|
2023
Q4 | $333K | Hold |
4,106
| – | – | 0.27% | 46 |
|
|
2023
Q3 | $309K | Hold |
4,106
| – | – | 0.26% | 47 |
|
|
2023
Q2 | $346K | Hold |
4,106
| – | – | 0.29% | 48 |
|
|
2023
Q1 | $374K | Hold |
4,106
| – | – | 0.34% | 46 |
|
|
2022
Q4 | $390K | Hold |
4,106
| – | – | 0.49% | 35 |
|
|
2022
Q3 | $355K | Hold |
4,106
| – | – | 0.39% | 39 |
|
|
2022
Q2 | $402K | Hold |
4,106
| – | – | 0.55% | 35 |
|
|
2022
Q1 | $410K | Sell |
4,106
-465
| -10% | -$46.4K | 0.29% | 50 |
|
|
2021
Q4 | $407K | Sell |
4,571
-465
| -9% | -$41.4K | 0.25% | 47 |
|
|
2021
Q3 | $410K | Hold |
5,036
| – | – | 0.24% | 53 |
|
|
2021
Q2 | $425K | Hold |
5,036
| – | – | 0.24% | 55 |
|
|
2021
Q1 | $427K | Hold |
5,036
| – | – | 0.27% | 50 |
|
|
2020
Q4 | $418K | Buy |
+5,036
| New | +$418K | 0.28% | 46 |
|