Elevated Capital Advisors’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
Q2 | $894K | Hold |
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|
2025
Q1 | $894K | Buy |
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|
2024
Q4 | $734K | Sell |
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|
2024
Q3 | $819K | Sell |
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|
2024
Q2 | $719K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.58M | Buy |
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|
2023
Q1 | $1.62M | Buy |
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|
2022
Q4 | $1.66M | Buy |
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|
2022
Q3 | $1.42M | Buy |
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|
2022
Q1 | $1.46M | Buy |
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|
2021
Q3 | $974K | Buy |
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|
2021
Q1 | $901K | Buy |
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|
2020
Q4 | $816K | Sell |
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|
2020
Q3 | $950K | Sell |
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|
2020
Q2 | $873K | Buy |
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|
2019
Q1 | $236K | Buy |
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