Family Management’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 | $225K | Sell |
2,165
-192
| -8% | -$19.9K | 0.03% | 161 |
|
|
2025
Q1 | $258K | Buy |
+2,357
| New | +$258K | 0.04% | 141 |
|
|
2024
Q4 | – | Sell |
-2,179
| Closed | -$224K | – | 190 |
|
|
2024
Q3 | $224K | Sell |
2,179
-342
| -14% | -$35.1K | 0.04% | 148 |
|
|
2024
Q2 | $221K | Hold |
2,521
| – | – | 0.04% | 134 |
|
|
2024
Q1 | $217K | Sell |
2,521
-111
| -4% | -$9.56K | 0.04% | 141 |
|
|
2023
Q4 | $214K | Sell |
2,632
-429
| -14% | -$34.8K | 0.04% | 126 |
|
|
2023
Q3 | $230K | Hold |
3,061
| – | – | 0.05% | 114 |
|
|
2023
Q2 | $258K | Hold |
3,061
| – | – | 0.06% | 118 |
|
|
2023
Q1 | $279K | Hold |
3,061
| – | – | 0.06% | 98 |
|
|
2022
Q4 | $291K | Buy |
3,061
+181
| +6% | +$17.2K | 0.07% | 110 |
|
|
2022
Q3 | $249K | Hold |
2,880
| – | – | 0.06% | 114 |
|
|
2022
Q2 | $276K | Hold |
2,880
| – | – | 0.07% | 118 |
|
|
2022
Q1 | $287K | Hold |
2,880
| – | – | 0.08% | 133 |
|
|
2021
Q4 | $256K | Sell |
2,880
-362
| -11% | -$32.2K | 0.07% | 148 |
|
|
2021
Q3 | $263K | Sell |
3,242
-16
| -0.5% | -$1.3K | 0.07% | 139 |
|
|
2021
Q2 | $276K | Buy |
+3,258
| New | +$276K | 0.07% | 144 |
|