Equitable Trust’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 | $1.57M | Sell |
15,099
-145
| -1% | -$15K | 0.08% | 173 |
|
|
2025
Q1 | $1.67M | Sell |
15,244
-261
| -2% | -$28.5K | 0.09% | 167 |
|
|
2024
Q4 | $1.43M | Sell |
15,505
-50
| -0.3% | -$4.61K | 0.08% | 179 |
|
|
2024
Q3 | $1.6M | Buy |
15,555
+2,050
| +15% | +$210K | 0.1% | 152 |
|
|
2024
Q2 | $1.18M | Buy |
13,505
+119
| +0.9% | +$10.4K | 0.08% | 174 |
|
|
2024
Q1 | $1.15M | Buy |
+13,386
| New | +$1.15M | 0.08% | 182 |
|