Fee-Only Financial Planning’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 | $495K | Hold |
4,769
| – | – | 0.31% | 27 |
|
|
2025
Q1 | $521K | Hold |
4,769
| – | – | 0.36% | 24 |
|
|
2024
Q4 | $440K | Hold |
4,769
| – | – | 0.28% | 27 |
|
|
2024
Q3 | $489K | Hold |
4,769
| – | – | 0.31% | 27 |
|
|
2024
Q2 | $418K | Hold |
4,769
| – | – | 0.28% | 27 |
|
|
2024
Q1 | $411K | Hold |
4,769
| – | – | 0.28% | 28 |
|
|
2023
Q4 | $387K | Hold |
4,769
| – | – | 0.28% | 28 |
|
|
2023
Q3 | $359K | Hold |
4,769
| – | – | 0.29% | 29 |
|
|
2023
Q2 | $402K | Hold |
4,769
| – | – | 0.31% | 29 |
|
|
2023
Q1 | $434K | Hold |
4,769
| – | – | 0.35% | 26 |
|
|
2022
Q4 | $453K | Buy |
+4,769
| New | +$453K | 0.38% | 25 |
|