Excalibur Management’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 | $437K | Buy |
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|
2025
Q2 | $397K | Sell |
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|
2025
Q1 | $420K | Buy |
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|
2024
Q4 | $352K | Buy |
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|
2024
Q3 | $389K | Buy |
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|
2024
Q2 | $332K | Buy |
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|
2024
Q1 | $282K | Buy |
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|
2023
Q4 | $255K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $518K | Buy |
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|
2020
Q1 | $422K | Sell |
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|
2019
Q4 | $649K | Hold |
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|
2019
Q3 | $644K | Buy |
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|
2019
Q2 | $548K | Buy |
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|
2019
Q1 | $427K | Buy |
|