EHC
Everett Harris & Co’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Hold |
2,369
| – | – | ﹤0.01% | 294 |
|
|
2025
Q1 | $259K | Sell |
2,369
-139
| -6% | -$15.2K | ﹤0.01% | 280 |
|
|
2024
Q4 | $231K | Sell |
2,508
-203
| -7% | -$18.7K | ﹤0.01% | 272 |
|
|
2024
Q3 | $278K | Sell |
2,711
-1,000
| -27% | -$103K | ﹤0.01% | 244 |
|
|
2024
Q2 | $326K | Sell |
3,711
-150
| -4% | -$13.2K | ﹤0.01% | 219 |
|
|
2024
Q1 | $332K | Sell |
3,861
-680
| -15% | -$58.5K | ﹤0.01% | 212 |
|
|
2023
Q4 | $369K | Hold |
4,541
| – | – | 0.01% | 204 |
|
|
2023
Q3 | $342K | Hold |
4,541
| – | – | 0.01% | 202 |
|
|
2023
Q2 | $382K | Hold |
4,541
| – | – | 0.01% | 195 |
|
|
2023
Q1 | $413K | Sell |
4,541
-2,000
| -31% | -$182K | 0.01% | 185 |
|
|
2022
Q4 | $621K | Hold |
6,541
| – | – | 0.01% | 155 |
|
|
2022
Q3 | $565K | Hold |
6,541
| – | – | 0.01% | 157 |
|
|
2022
Q2 | $628K | Hold |
6,541
| – | – | 0.01% | 157 |
|
|
2022
Q1 | $653K | Sell |
6,541
-250
| -4% | -$25K | 0.01% | 165 |
|
|
2021
Q4 | $604K | Hold |
6,791
| – | – | 0.01% | 172 |
|
|
2021
Q3 | $551K | Hold |
6,791
| – | – | 0.01% | 174 |
|
|
2021
Q2 | $574K | Hold |
6,791
| – | – | 0.01% | 172 |
|
|
2021
Q1 | $575K | Sell |
6,791
-70
| -1% | -$5.93K | 0.01% | 164 |
|
|
2020
Q4 | $571K | Buy |
6,861
+70
| +1% | +$5.83K | 0.01% | 163 |
|
|
2020
Q3 | $555K | Hold |
6,791
| – | – | 0.01% | 160 |
|
|
2020
Q2 | $541K | Hold |
6,791
| – | – | 0.01% | 153 |
|
|
2020
Q1 | $543K | Sell |
6,791
-400
| -6% | -$32K | 0.01% | 150 |
|
|
2019
Q4 | $680K | Sell |
7,191
-111
| -2% | -$10.5K | 0.02% | 160 |
|
|
2019
Q3 | $684K | Hold |
7,302
| – | – | 0.02% | 155 |
|
|
2019
Q2 | $643K | Hold |
7,302
| – | – | 0.02% | 156 |
|
|
2019
Q1 | $612K | Hold |
7,302
| – | – | 0.02% | 160 |
|
|
2018
Q4 | $546K | Hold |
7,302
| – | – | 0.02% | 156 |
|
|
2018
Q3 | $518K | Sell |
7,302
-500
| -6% | -$35.5K | 0.01% | 170 |
|
|
2018
Q2 | $540K | Hold |
7,802
| – | – | 0.01% | 158 |
|
|
2018
Q1 | $535K | Sell |
7,802
-726
| -9% | -$49.8K | 0.01% | 157 |
|
|
2017
Q4 | $627K | Hold |
8,528
| – | – | 0.02% | 154 |
|
|
2017
Q3 | $599K | Sell |
8,528
-250
| -3% | -$17.6K | 0.02% | 154 |
|
|
2017
Q2 | $610K | Hold |
8,778
| – | – | 0.02% | 157 |
|
|
2017
Q1 | $589K | Sell |
8,778
-100
| -1% | -$6.71K | 0.02% | 159 |
|
|
2016
Q4 | $559K | Sell |
8,878
-400
| -4% | -$25.2K | 0.02% | 160 |
|
|
2016
Q3 | $596K | Hold |
9,278
| – | – | 0.02% | 156 |
|
|
2016
Q2 | $650K | Sell |
9,278
-350
| -4% | -$24.5K | 0.02% | 152 |
|
|
2016
Q1 | $639K | Sell |
9,628
-570
| -6% | -$37.8K | 0.02% | 161 |
|
|
2015
Q4 | $594K | Hold |
10,198
| – | – | 0.02% | 159 |
|
|
2015
Q3 | $580K | Hold |
10,198
| – | – | 0.02% | 164 |
|
|
2015
Q2 | $540K | Hold |
10,198
| – | – | 0.02% | 168 |
|
|
2015
Q1 | $574K | Buy |
10,198
+970
| +11% | +$54.6K | 0.02% | 155 |
|
|
2014
Q4 | $560K | Sell |
9,228
-150
| -2% | -$9.1K | 0.02% | 153 |
|
|
2014
Q3 | $490K | Hold |
9,378
| – | – | 0.02% | 161 |
|
|
2014
Q2 | $523K | Hold |
9,378
| – | – | 0.02% | 152 |
|
|
2014
Q1 | $475K | Hold |
9,378
| – | – | 0.02% | 155 |
|
|
2013
Q4 | $438K | Hold |
9,378
| – | – | 0.02% | 156 |
|
|
2013
Q3 | $407K | Hold |
9,378
| – | – | 0.02% | 147 |
|
|
2013
Q2 | $420K | Buy |
+9,378
| New | +$420K | 0.02% | 147 |
|