Elevated Capital Advisors’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $894K | Hold |
8,179
| – | – | 0.25% | 116 |
|
|
2025
Q1 | $894K | Buy |
8,179
+221
| +3% | +$24.1K | 0.25% | 116 |
|
|
2024
Q4 | $734K | Sell |
7,958
-28
| -0.4% | -$2.58K | 0.2% | 146 |
|
|
2024
Q3 | $819K | Sell |
7,986
-212
| -3% | -$21.8K | 0.22% | 144 |
|
|
2024
Q2 | $719K | Buy |
+8,198
| New | +$719K | 0.2% | 138 |
|
|
2023
Q3 | – | Sell |
-18,727
| Closed | -$1.58M | – | 168 |
|
|
2023
Q2 | $1.58M | Buy |
18,727
+892
| +5% | +$75.1K | 0.52% | 72 |
|
|
2023
Q1 | $1.62M | Buy |
17,835
+402
| +2% | +$36.6K | 0.58% | 60 |
|
|
2022
Q4 | $1.66M | Buy |
17,433
+1,044
| +6% | +$99.1K | 0.63% | 53 |
|
|
2022
Q3 | $1.42M | Buy |
+16,389
| New | +$1.42M | 0.56% | 58 |
|
|
2022
Q1 | $1.46M | Buy |
+14,638
| New | +$1.46M | 0.48% | 63 |
|
|
2021
Q3 | $974K | Buy |
+11,997
| New | +$974K | 0.34% | 93 |
|
|
2021
Q1 | $901K | Buy |
10,000
+201
| +2% | +$18.1K | 0.35% | 95 |
|
|
2020
Q4 | $816K | Sell |
9,799
-665
| -6% | -$55.4K | 0.35% | 94 |
|
|
2020
Q3 | $950K | Sell |
10,464
-405
| -4% | -$36.8K | 0.45% | 74 |
|
|
2020
Q2 | $873K | Buy |
+10,869
| New | +$873K | 0.41% | 92 |
|
|
2019
Q1 | $236K | Buy |
+2,826
| New | +$236K | 0.16% | 127 |
|