ERn Financial LLC’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
Q1 | – | Sell |
-2,535
| Closed | -$234K | – | 181 |
|
|
2024
Q4 | $234K | Buy |
2,535
+166
| +7% | +$15.3K | 0.04% | 178 |
|
|
2024
Q3 | $243K | Buy |
2,369
+17
| +0.7% | +$1.74K | 0.04% | 172 |
|
|
2024
Q2 | $206K | Buy |
2,352
+28
| +1% | +$2.46K | 0.03% | 173 |
|
|
2024
Q1 | $200K | Buy |
+2,324
| New | +$200K | 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% | -$11K | 0.05% | 168 |
|
|
2022
Q3 | $205K | Buy |
2,369
+14
| +0.6% | +$1.21K | 0.05% | 156 |
|
|
2022
Q2 | $226K | Buy |
2,355
+150
| +7% | +$14.4K | 0.06% | 153 |
|
|
2022
Q1 | $220K | Buy |
+2,205
| New | +$220K | 0.05% | 159 |
|
|
2019
Q2 | – | Sell |
-276,701
| Closed | -$23M | – | 58 |
|
|
2019
Q1 | $23M | Buy |
276,701
+523
| +0.2% | +$43.5K | 13.88% | 1 |
|
|
2018
Q4 | $20.6M | Buy |
+276,178
| New | +$20.6M | 18.52% | 1 |
|