Family Legacy Inc’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 | $654K | Buy |
6,301
+462
| +8% | +$47.9K | 0.21% | 91 |
|
2025
Q1 | $638K | Sell |
5,839
-45
| -0.8% | -$4.92K | 0.22% | 92 |
|
2024
Q4 | $543K | Sell |
5,884
-124
| -2% | -$11.4K | 0.18% | 95 |
|
2024
Q3 | $616K | Buy |
6,008
+325
| +6% | +$33.3K | 0.2% | 93 |
|
2024
Q2 | $499K | Sell |
5,683
-50
| -0.9% | -$4.39K | 0.18% | 95 |
|
2024
Q1 | $494K | Sell |
5,733
-2,142
| -27% | -$184K | 0.18% | 96 |
|
2023
Q4 | $640K | Sell |
7,875
-1,915
| -20% | -$156K | 0.24% | 87 |
|
2023
Q3 | $736K | Buy |
9,790
+35
| +0.4% | +$2.63K | 0.31% | 83 |
|
2023
Q2 | $821K | Buy |
9,755
+14
| +0.1% | +$1.18K | 0.33% | 82 |
|
2023
Q1 | $886K | Buy |
9,741
+100
| +1% | +$9.1K | 0.38% | 78 |
|
2022
Q4 | $890K | Buy |
9,641
+1,058
| +12% | +$97.7K | 0.39% | 77 |
|
2022
Q3 | $742K | Buy |
8,583
+225
| +3% | +$19.5K | 0.37% | 78 |
|
2022
Q2 | $789K | Buy |
8,358
+299
| +4% | +$28.2K | 0.37% | 78 |
|
2022
Q1 | $804K | Buy |
8,059
+43
| +0.5% | +$4.29K | 0.34% | 80 |
|
2021
Q4 | $720K | Sell |
8,016
-1,268
| -14% | -$114K | 0.29% | 85 |
|
2021
Q3 | $776K | Hold |
9,284
| – | – | 0.35% | 81 |
|
2021
Q2 | $788K | Hold |
9,284
| – | – | 0.35% | 78 |
|
2021
Q1 | $786K | Buy |
9,284
+34
| +0.4% | +$2.88K | 0.38% | 75 |
|
2020
Q4 | $770K | Buy |
9,250
+50
| +0.5% | +$4.16K | 0.4% | 75 |
|
2020
Q3 | $752K | Hold |
9,200
| – | – | 0.43% | 76 |
|
2020
Q2 | $733K | Sell |
9,200
-90
| -1% | -$7.17K | 0.44% | 74 |
|
2020
Q1 | $743K | Buy |
9,290
+1,421
| +18% | +$114K | 0.54% | 63 |
|
2019
Q4 | $735K | Buy |
7,869
+674
| +9% | +$63K | 0.42% | 74 |
|
2019
Q3 | $643K | Buy |
7,195
+4,215
| +141% | +$377K | 0.4% | 78 |
|
2019
Q2 | $262K | Buy |
+2,980
| New | +$262K | 0.2% | 100 |
|
2019
Q1 | – | Sell |
-2,168
| Closed | -$162K | – | 106 |
|
2018
Q4 | $162K | Buy |
2,168
+433
| +25% | +$32.4K | 0.14% | 108 |
|
2018
Q3 | $123K | Buy |
1,735
+105
| +6% | +$7.44K | 0.1% | 113 |
|
2018
Q2 | $113K | Buy |
+1,630
| New | +$113K | 0.1% | 114 |
|