Douglas Lane & Associates’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $332K | Buy |
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|
2025
Q2 | $224K | Sell |
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|
2025
Q1 | $258K | Buy |
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|
2024
Q4 | $213K | Buy |
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|
2024
Q3 | $229K | Sell |
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|
2024
Q2 | $217K | Sell |
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|
2024
Q1 | $224K | Sell |
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|
2023
Q4 | $217K | Sell |
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|
2023
Q3 | $278K | Hold |
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|
2023
Q2 | $311K | Hold |
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|
2023
Q1 | $337K | Buy |
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|
2022
Q4 | $344K | Sell |
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|
2022
Q3 | $322K | Sell |
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|
2022
Q2 | $358K | Buy |
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|
2022
Q1 | $323K | Sell |
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|
2021
Q4 | $290K | Sell |
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|
2021
Q3 | $270K | Buy |
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|
2021
Q2 | $276K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $211K | Hold |
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|
2019
Q3 | $209K | Buy |
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