ERn Financial LLC’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 Q1	–	Sell	-2,535	Closed	-$234K	–	181
2024 Q4	$234K	Buy	2,535 +166	+7%	+$16.1K	0.04%	178
2024 Q3	$243K	Buy	2,369 +17	+0.7%	+$1.66K	0.04%	172
2024 Q2	$206K	Buy	2,352 +28	+1%	+$2.45K	0.03%	173
2024 Q1	$200K	Buy	+2,324	New	+$189K	0.03%	172
2023 Q2	–	Sell	-2,269	Closed	-$206K	–	168
2023 Q1	$206K	Buy	2,269 +16	+0.7%	+$1.46K	0.05%	164
2022 Q4	$214K	Sell	2,253 -116	-5%	-$10.6K	0.05%	168
2022 Q3	$205K	Buy	2,369 +14	+0.6%	+$1.38K	0.05%	156
2022 Q2	$226K	Buy	2,355 +150	+7%	+$14.9K	0.06%	153
2022 Q1	$220K	Buy	+2,205	New	+$201K	0.05%	159
2019 Q2	–	Sell	-276,701	Closed	-$23M	–	58
2019 Q1	$23M	Buy	276,701 +523	+0.2%	+$41.6K	13.88%	1
2018 Q4	$20.6M	Buy	+276,178	New	+$20.7M	18.52%	1