Everett Harris & Co’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
Q3 | $267K | Hold |
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|
2025
Q2 | $246K | Hold |
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|
2025
Q1 | $259K | Sell |
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|
2024
Q4 | $231K | Sell |
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|
2024
Q3 | $278K | Sell |
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|
2024
Q2 | $326K | Sell |
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|
2024
Q1 | $332K | Sell |
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|
2023
Q4 | $369K | Hold |
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|
2023
Q3 | $342K | Hold |
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|
2023
Q2 | $382K | Hold |
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|
2023
Q1 | $413K | Sell |
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|
2022
Q4 | $621K | Hold |
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|
2022
Q3 | $565K | Hold |
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|
2022
Q2 | $628K | Hold |
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|
2022
Q1 | $653K | Sell |
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|
2021
Q4 | $604K | Hold |
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|
2021
Q3 | $551K | Hold |
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|
2021
Q2 | $574K | Hold |
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|
2021
Q1 | $575K | Sell |
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|
2020
Q4 | $571K | Buy |
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|
2020
Q3 | $555K | Hold |
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|
2020
Q2 | $541K | Hold |
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|
2020
Q1 | $543K | Sell |
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|
2019
Q4 | $680K | Sell |
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|
2019
Q3 | $684K | Hold |
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|
2019
Q2 | $643K | Hold |
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|
2019
Q1 | $612K | Hold |
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|
2018
Q4 | $546K | Hold |
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|
2018
Q3 | $518K | Sell |
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|
2018
Q2 | $540K | Hold |
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|
2018
Q1 | $535K | Sell |
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|
2017
Q4 | $627K | Hold |
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|
2017
Q3 | $599K | Sell |
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|
2017
Q2 | $610K | Hold |
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|
2017
Q1 | $589K | Sell |
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|
2016
Q4 | $559K | Sell |
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|
2016
Q3 | $596K | Hold |
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|
2016
Q2 | $650K | Sell |
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|
2016
Q1 | $639K | Sell |
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|
2015
Q4 | $594K | Hold |
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|
2015
Q3 | $580K | Hold |
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|
2015
Q2 | $540K | Hold |
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|
2015
Q1 | $574K | Buy |
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|
2014
Q4 | $560K | Sell |
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|
2014
Q3 | $490K | Hold |
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|
2014
Q2 | $523K | Hold |
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|
2014
Q1 | $475K | Hold |
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|
2013
Q4 | $438K | Hold |
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|
2013
Q3 | $407K | Hold |
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|
2013
Q2 | $420K | Buy |
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