Exencial Wealth 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 | $3.45M | Sell |
33,227
-1,778
| -5% | -$184K | 0.12% | 163 |
|
|
2025
Q1 | $3.82M | Buy |
35,005
+515
| +1% | +$56.3K | 0.14% | 154 |
|
|
2024
Q4 | $3.18M | Sell |
34,490
-541
| -2% | -$49.9K | 0.12% | 170 |
|
|
2024
Q3 | $3.59M | Sell |
35,031
-1,091
| -3% | -$112K | 0.13% | 163 |
|
|
2024
Q2 | $3.17M | Sell |
36,122
-2,559
| -7% | -$225K | 0.12% | 166 |
|
|
2024
Q1 | $3.33M | Sell |
38,681
-263
| -0.7% | -$22.6K | 0.12% | 166 |
|
|
2023
Q4 | $3.16M | Sell |
38,944
-1,513
| -4% | -$123K | 0.13% | 159 |
|
|
2023
Q3 | $3.04M | Buy |
40,457
+6,007
| +17% | +$452K | 0.15% | 145 |
|
|
2023
Q2 | $2.9M | Buy |
34,450
+2,657
| +8% | +$224K | 0.13% | 154 |
|
|
2023
Q1 | $2.89M | Buy |
31,793
+16,635
| +110% | +$1.51M | 0.15% | 146 |
|
|
2022
Q4 | $1.44M | Buy |
15,158
+1,780
| +13% | +$169K | 0.08% | 193 |
|
|
2022
Q3 | $1.16M | Buy |
13,378
+403
| +3% | +$34.9K | 0.07% | 196 |
|
|
2022
Q2 | $1.25M | Sell |
12,975
-412
| -3% | -$39.5K | 0.07% | 198 |
|
|
2022
Q1 | $1.34M | Buy |
13,387
+774
| +6% | +$77.2K | 0.07% | 210 |
|
|
2021
Q4 | $1.12M | Buy |
12,613
+631
| +5% | +$56.1K | 0.05% | 222 |
|
|
2021
Q3 | $973K | Buy |
11,982
+2,702
| +29% | +$219K | 0.04% | 192 |
|
|
2021
Q2 | $785K | Sell |
9,280
-1,261
| -12% | -$107K | 0.04% | 259 |
|
|
2021
Q1 | $893K | Buy |
10,541
+1,045
| +11% | +$88.5K | 0.05% | 225 |
|
|
2020
Q4 | $791K | Sell |
9,496
-10,493
| -52% | -$874K | 0.05% | 208 |
|
|
2020
Q3 | $1.63M | Buy |
19,989
+10,659
| +114% | +$871K | 0.09% | 176 |
|
|
2020
Q2 | $743K | Buy |
+9,330
| New | +$743K | 0.06% | 194 |
|