Douglas Lane & Associates’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 | $224K | Sell |
2,158
-199
| -8% | -$20.7K | ﹤0.01% | 226 |
|
|
2025
Q1 | $258K | Buy |
2,357
+51
| +2% | +$5.57K | ﹤0.01% | 218 |
|
|
2024
Q4 | $213K | Buy |
2,306
+70
| +3% | +$6.46K | ﹤0.01% | 223 |
|
|
2024
Q3 | $229K | Sell |
2,236
-240
| -10% | -$24.6K | ﹤0.01% | 221 |
|
|
2024
Q2 | $217K | Sell |
2,476
-131
| -5% | -$11.5K | ﹤0.01% | 219 |
|
|
2024
Q1 | $224K | Sell |
2,607
-61
| -2% | -$5.25K | ﹤0.01% | 228 |
|
|
2023
Q4 | $217K | Sell |
2,668
-1,031
| -28% | -$83.7K | ﹤0.01% | 229 |
|
|
2023
Q3 | $278K | Hold |
3,699
| – | – | ﹤0.01% | 206 |
|
|
2023
Q2 | $311K | Hold |
3,699
| – | – | 0.01% | 197 |
|
|
2023
Q1 | $337K | Buy |
3,699
+76
| +2% | +$6.92K | 0.01% | 196 |
|
|
2022
Q4 | $344K | Sell |
3,623
-96
| -3% | -$9.12K | 0.01% | 196 |
|
|
2022
Q3 | $322K | Sell |
3,719
-13
| -0.3% | -$1.13K | 0.01% | 192 |
|
|
2022
Q2 | $358K | Buy |
3,732
+491
| +15% | +$47.1K | 0.01% | 191 |
|
|
2022
Q1 | $323K | Sell |
3,241
-17
| -0.5% | -$1.69K | ﹤0.01% | 200 |
|
|
2021
Q4 | $290K | Sell |
3,258
-71
| -2% | -$6.32K | ﹤0.01% | 206 |
|
|
2021
Q3 | $270K | Buy |
3,329
+62
| +2% | +$5.03K | ﹤0.01% | 203 |
|
|
2021
Q2 | $276K | Buy |
+3,267
| New | +$276K | ﹤0.01% | 197 |
|
|
2020
Q1 | – | Sell |
-2,228
| Closed | -$211K | – | 196 |
|
|
2019
Q4 | $211K | Hold |
2,228
| – | – | ﹤0.01% | 200 |
|
|
2019
Q3 | $209K | Buy |
+2,228
| New | +$209K | ﹤0.01% | 205 |
|