Essex Financial Services’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
Q2 | $816K | Buy |
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|
2025
Q1 | $736K | Buy |
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|
2024
Q4 | $582K | Buy |
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|
2024
Q3 | $611K | Sell |
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|
2024
Q2 | $687K | Buy |
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|
2024
Q1 | $341K | Buy |
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|
2023
Q4 | $244K | Buy |
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|
2023
Q3 | $222K | Sell |
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|
2023
Q2 | $261K | Buy |
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|
2023
Q1 | $259K | Sell |
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|
2022
Q4 | $272K | Buy |
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|
2022
Q3 | $247K | Sell |
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|
2022
Q2 | $275K | Sell |
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|
2022
Q1 | $287K | Buy |
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|
2021
Q4 | $255K | Sell |
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|
2021
Q3 | $241K | Sell |
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|
2021
Q2 | $271K | Hold |
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|
2021
Q1 | $271K | Buy |
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|
2020
Q4 | $251K | Buy |
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|
2020
Q3 | $246K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $205K | Hold |
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|
2019
Q3 | $203K | Sell |
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|
2019
Q2 | $205K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $222K | Hold |
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|
2018
Q2 | $217K | Sell |
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|
2018
Q1 | $226K | Buy |
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|
2017
Q4 | $211K | Sell |
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|
2017
Q3 | $245K | Sell |
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|
2017
Q2 | $337K | Buy |
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|
2017
Q1 | $320K | Sell |
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|
2016
Q4 | $303K | Buy |
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|
2016
Q3 | $297K | Buy |
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|
2016
Q2 | $311K | Hold |
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|
2016
Q1 | $295K | Sell |
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|
2015
Q4 | $270K | Buy |
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|
2015
Q3 | $232K | Sell |
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|
2015
Q2 | $227K | Sell |
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|
2015
Q1 | $249K | Buy |
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|
2014
Q4 | $238K | Buy |
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|
2014
Q3 | $201K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $302 | Buy |
|