Eagle Ridge Investment Management’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
2024
Q4
$218K Sell
2024
Q3
$244K Buy
2024
Q2
$208K Hold
2024
Q1
$204K Buy
2023
Q2
Sell
2023
Q1
$215K Hold
2022
Q4
$225K Hold
2022
Q3
$205K Hold
2022
Q2
$227K Hold
2022
Q1
$236K Hold
2021
Q4
$211K Buy