Evoke Wealth’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 | $281K | Buy |
2,713
+800
| +42% | +$83K | 0.01% | 457 |
|
2025
Q1 | $209K | Buy |
+1,913
| New | +$209K | 0.01% | 413 |
|
2022
Q4 | – | Sell |
-932
| Closed | -$81K | – | 371 |
|
2022
Q3 | $81K | Buy |
932
+567
| +155% | +$49.3K | ﹤0.01% | 443 |
|
2022
Q2 | $35K | Buy |
365
+305
| +508% | +$29.2K | ﹤0.01% | 563 |
|
2022
Q1 | $6K | Hold |
60
| – | – | ﹤0.01% | 852 |
|
2021
Q4 | $5K | Buy |
60
+5
| +9% | +$417 | ﹤0.01% | 883 |
|
2021
Q3 | $4K | Sell |
55
-27
| -33% | -$1.96K | ﹤0.01% | 874 |
|
2021
Q2 | $7K | Sell |
82
-3
| -4% | -$256 | ﹤0.01% | 795 |
|
2021
Q1 | $7K | Sell |
85
-39
| -31% | -$3.21K | ﹤0.01% | 750 |
|
2020
Q4 | $10K | Hold |
124
| – | – | ﹤0.01% | 586 |
|
2020
Q3 | $10K | Sell |
124
-4
| -3% | -$323 | ﹤0.01% | 553 |
|
2020
Q2 | $10K | Buy |
128
+87
| +212% | +$6.8K | ﹤0.01% | 543 |
|
2020
Q1 | $3.3K | Sell |
41
-109
| -73% | -$8.77K | ﹤0.01% | 709 |
|
2019
Q4 | $14.2K | Sell |
150
-23
| -13% | -$2.18K | ﹤0.01% | 668 |
|
2019
Q3 | $16.3K | Buy |
+173
| New | +$16.3K | ﹤0.01% | 708 |
|