EverSource Wealth Advisors’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $497K | Buy |
4,789
+1,252
| +35% | +$130K | 0.02% | 453 |
|
|
2025
Q1 | $386K | Buy |
3,537
+738
| +26% | +$80.6K | 0.02% | 442 |
|
|
2024
Q4 | $258K | Sell |
2,799
-152
| -5% | -$14K | 0.01% | 556 |
|
|
2024
Q3 | $303K | Buy |
2,951
+100
| +4% | +$10.3K | 0.02% | 442 |
|
|
2024
Q2 | $280K | Sell |
2,851
-719
| -20% | -$70.5K | 0.02% | 461 |
|
|
2024
Q1 | $307K | Buy |
3,570
+239
| +7% | +$20.6K | 0.02% | 369 |
|
|
2023
Q4 | $271K | Buy |
3,331
+1,060
| +47% | +$86.1K | 0.02% | 365 |
|
|
2023
Q3 | $171K | Buy |
2,271
+221
| +11% | +$16.6K | 0.02% | 429 |
|
|
2023
Q2 | $173K | Sell |
2,050
-382
| -16% | -$32.2K | 0.02% | 437 |
|
|
2023
Q1 | $221K | Sell |
2,432
-109
| -4% | -$9.92K | 0.03% | 355 |
|
|
2022
Q4 | $241K | Sell |
2,541
-344
| -12% | -$32.7K | 0.04% | 325 |
|
|
2022
Q3 | $250K | Sell |
2,885
-194
| -6% | -$16.8K | 0.06% | 264 |
|
|
2022
Q2 | $295K | Buy |
3,079
+98
| +3% | +$9.39K | 0.08% | 213 |
|
|
2022
Q1 | $297K | Buy |
2,981
+301
| +11% | +$30K | 0.08% | 210 |
|
|
2021
Q4 | $238K | Buy |
+2,680
| New | +$238K | 0.07% | 201 |
|