Ethic Inc’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 | $1.25M | Buy |
12,244
+1,189
| +11% | +$122K | 0.02% | 552 |
|
|
2025
Q1 | $1.2M | Buy |
11,055
+3,831
| +53% | +$415K | 0.02% | 551 |
|
|
2024
Q4 | $666K | Buy |
+7,224
| New | +$666K | 0.01% | 707 |
|
|
2024
Q3 | – | Sell |
-3,741
| Closed | -$328K | – | 1083 |
|
|
2024
Q2 | $328K | Buy |
+3,741
| New | +$328K | 0.01% | 883 |
|
|
2024
Q1 | – | Sell |
-4,479
| Closed | -$364K | – | 1082 |
|
|
2023
Q4 | $364K | Buy |
+4,479
| New | +$364K | 0.01% | 828 |
|
|
2023
Q3 | – | Sell |
-3,410
| Closed | -$287K | – | 1013 |
|
|
2023
Q2 | $287K | Sell |
3,410
-380
| -10% | -$32K | 0.01% | 805 |
|
|
2023
Q1 | $345K | Buy |
3,790
+510
| +16% | +$46.4K | 0.01% | 753 |
|
|
2022
Q4 | $311K | Sell |
3,280
-6,547
| -67% | -$622K | 0.02% | 711 |
|
|
2022
Q3 | $850K | Buy |
9,827
+601
| +7% | +$52K | 0.06% | 365 |
|
|
2022
Q2 | $885K | Buy |
9,226
+4,106
| +80% | +$394K | 0.06% | 338 |
|
|
2022
Q1 | $511K | Buy |
+5,120
| New | +$511K | 0.04% | 458 |
|