Dynamic Advisor Solutions’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $592K | Buy |
5,706
+299
| +6% | +$31K | 0.02% | 564 |
|
|
2025
Q1 | $591K | Sell |
5,407
-200
| -4% | -$21.9K | 0.02% | 546 |
|
|
2024
Q4 | $517K | Sell |
5,607
-1,976
| -26% | -$182K | 0.02% | 423 |
|
|
2024
Q3 | $778K | Sell |
7,583
-68
| -0.9% | -$6.98K | 0.02% | 515 |
|
|
2024
Q2 | $671K | Sell |
7,651
-496
| -6% | -$43.5K | 0.02% | 557 |
|
|
2024
Q1 | $701K | Buy |
8,147
+2,632
| +48% | +$227K | 0.02% | 517 |
|
|
2023
Q4 | $464K | Buy |
5,515
+1,359
| +33% | +$114K | 0.02% | 591 |
|
|
2023
Q3 | $313K | Sell |
4,156
-25
| -0.6% | -$1.88K | 0.01% | 647 |
|
|
2023
Q2 | $352K | Sell |
4,181
-751
| -15% | -$63.2K | 0.02% | 585 |
|
|
2023
Q1 | $449K | Buy |
4,932
+595
| +14% | +$54.1K | 0.03% | 495 |
|
|
2022
Q4 | $412K | Sell |
4,337
-1,753
| -29% | -$166K | 0.03% | 494 |
|
|
2022
Q3 | $526K | Sell |
6,090
-163
| -3% | -$14.1K | 0.04% | 380 |
|
|
2022
Q2 | $600K | Sell |
6,253
-205
| -3% | -$19.7K | 0.05% | 354 |
|
|
2022
Q1 | $644K | Buy |
6,458
+3,285
| +104% | +$328K | 0.04% | 377 |
|
|
2021
Q4 | $282K | Buy |
3,173
+692
| +28% | +$61.5K | 0.02% | 585 |
|
|
2021
Q3 | $201K | Buy |
+2,481
| New | +$201K | 0.02% | 698 |
|
|
2020
Q1 | – | Sell |
-2,387
| Closed | -$226K | – | 474 |
|
|
2019
Q4 | $226K | Buy |
2,387
+35
| +1% | +$3.31K | 0.03% | 474 |
|
|
2019
Q3 | $220K | Buy |
2,352
+29
| +1% | +$2.71K | 0.03% | 443 |
|
|
2019
Q2 | $204K | Buy |
+2,323
| New | +$204K | 0.03% | 453 |
|