EFMC
Empire Financial Management Company’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $776K | Hold |
7,475
| – | – | 0.22% | 115 |
|
|
2025
Q1 | $817K | Hold |
7,475
| – | – | 0.25% | 109 |
|
|
2024
Q4 | $689K | Hold |
7,475
| – | – | 0.22% | 122 |
|
|
2024
Q3 | $767K | Hold |
7,475
| – | – | 0.24% | 118 |
|
|
2024
Q2 | $656K | Hold |
7,475
| – | – | 0.22% | 119 |
|
|
2024
Q1 | $644K | Hold |
7,475
| – | – | 0.21% | 124 |
|
|
2023
Q4 | $607K | Sell |
7,475
-3,972
| -35% | -$323K | 0.24% | 108 |
|
|
2023
Q3 | $861K | Sell |
11,447
-835
| -7% | -$62.8K | 0.38% | 76 |
|
|
2023
Q2 | $1.03M | Sell |
12,282
-511
| -4% | -$43K | 0.41% | 65 |
|
|
2023
Q1 | $1.16M | Buy |
+12,793
| New | +$1.16M | 0.47% | 66 |
|