Eagle Ridge Investment Management’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $218K | Sell |
2,366
-12
| -0.5% | -$1.11K | 0.02% | 139 |
|
|
2024
Q3 | $244K | Buy |
2,378
+12
| +0.5% | +$1.23K | 0.02% | 132 |
|
|
2024
Q2 | $208K | Hold |
2,366
| – | – | 0.02% | 136 |
|
|
2024
Q1 | $204K | Buy |
+2,366
| New | +$204K | 0.02% | 145 |
|
|
2023
Q2 | – | Sell |
-2,366
| Closed | -$215K | – | 151 |
|
|
2023
Q1 | $215K | Hold |
2,366
| – | – | 0.02% | 150 |
|
|
2022
Q4 | $225K | Hold |
2,366
| – | – | 0.03% | 144 |
|
|
2022
Q3 | $205K | Hold |
2,366
| – | – | 0.03% | 143 |
|
|
2022
Q2 | $227K | Hold |
2,366
| – | – | 0.03% | 139 |
|
|
2022
Q1 | $236K | Hold |
2,366
| – | – | 0.03% | 149 |
|
|
2021
Q4 | $211K | Buy |
+2,366
| New | +$211K | 0.02% | 155 |
|