Everpar Advisors’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 | $1.21M | Buy |
11,683
+28
| +0.2% | +$2.91K | 0.55% | 33 |
|
|
2025
Q1 | $1.27M | Buy |
11,655
+84
| +0.7% | +$9.18K | 0.68% | 32 |
|
|
2024
Q4 | $1.07M | Buy |
11,571
+1,179
| +11% | +$109K | 0.54% | 34 |
|
|
2024
Q3 | $1.07M | Buy |
10,392
+88
| +0.9% | +$9.03K | 0.55% | 36 |
|
|
2024
Q2 | $904K | Buy |
10,304
+2,080
| +25% | +$182K | 0.45% | 46 |
|
|
2024
Q1 | $708K | Sell |
8,224
-2,463
| -23% | -$212K | 0.43% | 63 |
|
|
2023
Q4 | $868K | Buy |
+10,687
| New | +$868K | 0.4% | 84 |
|