DAS
Diversify Advisory Services’s American Electric Power AEP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $557K | Sell |
4,973
-3,585
| -42% | -$401K | 0.02% | 501 |
|
2025
Q1 | $929K | Buy |
8,558
+5,766
| +207% | +$626K | 0.06% | 228 |
|
2024
Q4 | $261K | Sell |
2,792
-163
| -6% | -$15.2K | 0.01% | 520 |
|
2024
Q3 | $295K | Buy |
2,955
+663
| +29% | +$66.2K | 0.02% | 500 |
|
2024
Q2 | $201K | Sell |
2,292
-622
| -21% | -$54.5K | 0.01% | 607 |
|
2024
Q1 | $246K | Buy |
+2,914
| New | +$246K | 0.01% | 572 |
|