EverSource Wealth Advisors’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 | $675K | Buy |
|
|||||
|
2025
Q2 | $497K | Buy |
|
|||||
|
2025
Q1 | $386K | Buy |
|
|||||
|
2024
Q4 | $258K | Sell |
|
|||||
|
2024
Q3 | $303K | Buy |
|
|||||
|
2024
Q2 | $280K | Sell |
|
|||||
|
2024
Q1 | $307K | Buy |
|
|||||
|
2023
Q4 | $271K | Buy |
|
|||||
|
2023
Q3 | $171K | Buy |
|
|||||
|
2023
Q2 | $173K | Sell |
|
|||||
|
2023
Q1 | $221K | Sell |
|
|||||
|
2022
Q4 | $241K | Sell |
|
|||||
|
2022
Q3 | $250K | Sell |
|
|||||
|
2022
Q2 | $295K | Buy |
|
|||||
|
2022
Q1 | $297K | Buy |
|
|||||
|
2021
Q4 | $238K | Buy |
|