DIA
Dean Investment Associates’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.53M | Buy |
43,663
+902
| +2% | +$93.6K | 0.67% | 42 |
|
|
2025
Q1 | $4.67M | Sell |
42,761
-4,606
| -10% | -$503K | 0.69% | 35 |
|
|
2024
Q4 | $4.37M | Sell |
47,367
-789
| -2% | -$72.8K | 0.62% | 45 |
|
|
2024
Q3 | $4.94M | Sell |
48,156
-1,642
| -3% | -$168K | 0.67% | 39 |
|
|
2024
Q2 | $4.37M | Sell |
49,798
-2,836
| -5% | -$249K | 0.62% | 58 |
|
|
2024
Q1 | $4.53M | Buy |
52,634
+10,844
| +26% | +$934K | 0.62% | 60 |
|
|
2023
Q4 | $3.39M | Sell |
41,790
-13,860
| -25% | -$1.13M | 0.49% | 90 |
|
|
2023
Q3 | $4.19M | Sell |
55,650
-517
| -0.9% | -$38.9K | 0.69% | 52 |
|
|
2023
Q2 | $4.73M | Buy |
56,167
+865
| +2% | +$72.8K | 0.77% | 40 |
|
|
2023
Q1 | $5.03M | Buy |
55,302
+9,631
| +21% | +$876K | 0.8% | 39 |
|
|
2022
Q4 | $4.34M | Buy |
45,671
+14,148
| +45% | +$1.34M | 0.74% | 48 |
|
|
2022
Q3 | $2.73M | Buy |
31,523
+555
| +2% | +$48K | 0.56% | 68 |
|
|
2022
Q2 | $2.97M | Sell |
30,968
-19
| -0.1% | -$1.82K | 0.58% | 61 |
|
|
2022
Q1 | $3.09M | Buy |
30,987
+522
| +2% | +$52.1K | 0.55% | 67 |
|
|
2021
Q4 | $2.71M | Sell |
30,465
-643
| -2% | -$57.2K | 0.48% | 82 |
|
|
2021
Q3 | $2.53M | Buy |
31,108
+660
| +2% | +$53.6K | 0.48% | 82 |
|
|
2021
Q2 | $2.58M | Buy |
+30,448
| New | +$2.58M | 0.48% | 78 |
|