Essex Savings Bank’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 | $446K | Hold |
4,296
| – | – | 0.11% | 169 |
|
|
2025
Q1 | $469K | Sell |
4,296
-4
| -0.1% | -$437 | 0.12% | 160 |
|
|
2024
Q4 | $397K | Buy |
4,300
+26
| +0.6% | +$2.4K | 0.1% | 174 |
|
|
2024
Q3 | $439K | Buy |
4,274
+897
| +27% | +$92K | 0.11% | 165 |
|
|
2024
Q2 | $296K | Buy |
3,377
+592
| +21% | +$51.9K | 0.08% | 197 |
|
|
2024
Q1 | $226K | Hold |
2,785
| – | – | 0.07% | 236 |
|
|
2023
Q4 | $226K | Buy |
2,785
+87
| +3% | +$7.07K | 0.07% | 235 |
|
|
2023
Q3 | $203K | Buy |
2,698
+51
| +2% | +$3.84K | 0.07% | 223 |
|
|
2023
Q2 | $223K | Buy |
+2,647
| New | +$223K | 0.07% | 212 |
|
|
2023
Q1 | – | Sell |
-2,230
| Closed | -$212K | – | 224 |
|
|
2022
Q4 | $212K | Sell |
2,230
-604
| -21% | -$57.3K | 0.07% | 213 |
|
|
2022
Q3 | $245K | Buy |
2,834
+595
| +27% | +$51.4K | 0.1% | 175 |
|
|
2022
Q2 | $214K | Sell |
2,239
-2
| -0.1% | -$191 | 0.08% | 196 |
|
|
2022
Q1 | $224K | Buy |
+2,241
| New | +$224K | 0.07% | 206 |
|
|
2019
Q4 | – | Sell |
-2,144
| Closed | -$201K | – | 176 |
|
|
2019
Q3 | $201K | Buy |
2,144
+776
| +57% | +$72.8K | 0.11% | 173 |
|
|
2019
Q2 | $120K | Hold |
1,368
| – | – | 0.04% | 310 |
|
|
2019
Q1 | $115K | Sell |
1,368
-470
| -26% | -$39.5K | 0.07% | 203 |
|
|
2018
Q4 | $137K | Buy |
+1,838
| New | +$137K | 0.09% | 169 |
|