FDx 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 | $206K | Sell |
1,983
-44
| -2% | -$4.57K | 0.06% | 173 |
|
|
2025
Q1 | $221K | Buy |
+2,027
| New | +$221K | 0.07% | 158 |
|
|
2024
Q4 | – | Sell |
-2,266
| Closed | -$232K | – | 179 |
|
|
2024
Q3 | $232K | Sell |
2,266
-388
| -15% | -$39.7K | 0.06% | 181 |
|
|
2024
Q2 | $233K | Sell |
2,654
-633
| -19% | -$55.6K | 0.06% | 177 |
|
|
2024
Q1 | $283K | Sell |
3,287
-3,052
| -48% | -$263K | 0.04% | 301 |
|
|
2023
Q4 | $515K | Buy |
6,339
+102
| +2% | +$8.29K | 0.04% | 386 |
|
|
2023
Q3 | $469K | Sell |
6,237
-1,878
| -23% | -$141K | 0.04% | 363 |
|
|
2023
Q2 | $683K | Buy |
8,115
+1,435
| +21% | +$121K | 0.04% | 375 |
|
|
2023
Q1 | $634K | Hold |
6,680
| – | – | 0.03% | 377 |
|
|
2022
Q4 | $634K | Buy |
6,680
+2,012
| +43% | +$191K | 0.03% | 377 |
|
|
2022
Q3 | $404K | Sell |
4,668
-1,421
| -23% | -$123K | 0.02% | 458 |
|
|
2022
Q2 | $584K | Buy |
6,089
+826
| +16% | +$79.2K | 0.02% | 431 |
|
|
2022
Q1 | $525K | Sell |
5,263
-2,386
| -31% | -$238K | 0.02% | 491 |
|
|
2021
Q4 | $681K | Sell |
7,649
-109
| -1% | -$9.7K | 0.02% | 448 |
|
|
2021
Q3 | $630K | Buy |
7,758
+277
| +4% | +$22.5K | 0.02% | 444 |
|
|
2021
Q2 | $633K | Buy |
7,481
+1,413
| +23% | +$120K | 0.02% | 444 |
|
|
2021
Q1 | $514K | Buy |
6,068
+741
| +14% | +$62.8K | 0.02% | 462 |
|
|
2020
Q4 | $444K | Buy |
5,327
+1,899
| +55% | +$158K | 0.02% | 469 |
|
|
2020
Q3 | $280K | Buy |
3,428
+523
| +18% | +$42.7K | 0.01% | 504 |
|
|
2020
Q2 | $231K | Buy |
+2,905
| New | +$231K | 0.01% | 506 |
|
|
2019
Q3 | – | Sell |
-4,569
| Closed | -$402K | – | 626 |
|
|
2019
Q2 | $402K | Sell |
4,569
-5,022
| -52% | -$442K | 0.02% | 537 |
|
|
2019
Q1 | $803K | Buy |
9,591
+4,121
| +75% | +$345K | 0.03% | 351 |
|
|
2018
Q4 | $409K | Sell |
5,470
-7,672
| -58% | -$574K | 0.03% | 341 |
|
|
2018
Q3 | $932K | Buy |
13,142
+1,084
| +9% | +$76.9K | 0.03% | 356 |
|
|
2018
Q2 | $835K | Buy |
12,058
+1,755
| +17% | +$122K | 0.03% | 410 |
|
|
2018
Q1 | $707K | Sell |
10,303
-41,132
| -80% | -$2.82M | 0.02% | 622 |
|
|
2017
Q4 | $3.78M | Sell |
51,435
-4,206
| -8% | -$309K | 0.1% | 162 |
|
|
2017
Q3 | $3.91M | Sell |
55,641
-4,434
| -7% | -$311K | 0.11% | 156 |
|
|
2017
Q2 | $4.17M | Sell |
60,075
-753
| -1% | -$52.3K | 0.12% | 144 |
|
|
2017
Q1 | $4.08M | Sell |
60,828
-19,274
| -24% | -$1.29M | 0.12% | 154 |
|
|
2016
Q4 | $5.04M | Buy |
80,102
+43,597
| +119% | +$2.74M | 0.15% | 128 |
|
|
2016
Q3 | $2.34M | Buy |
36,505
+11,059
| +43% | +$710K | 0.1% | 174 |
|
|
2016
Q2 | $1.78M | Buy |
25,446
+8,480
| +50% | +$595K | 0.08% | 221 |
|
|
2016
Q1 | $1.13M | Buy |
16,966
+1,363
| +9% | +$90.5K | 0.05% | 324 |
|
|
2015
Q4 | $909K | Buy |
+15,603
| New | +$909K | 0.04% | 374 |
|
|
2015
Q3 | – | Sell |
-8,302
| Closed | -$440K | – | 736 |
|
|
2015
Q2 | $440K | Buy |
8,302
+3,402
| +69% | +$180K | 0.02% | 626 |
|
|
2015
Q1 | $277K | Buy |
4,900
+1,349
| +38% | +$76.3K | 0.01% | 1259 |
|
|
2014
Q4 | $216K | Buy |
+3,551
| New | +$216K | 0.01% | 833 |
|