Fiduciary Group’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $253K | Hold |
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|
2025
Q2 | $233K | Sell |
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|
2025
Q1 | $261K | Hold |
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|
2024
Q4 | $220K | Sell |
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|
2024
Q3 | $246K | Buy |
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|
2024
Q2 | $210K | Hold |
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|
2024
Q1 | $206K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $290K | Hold |
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|
2023
Q2 | $325K | Sell |
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|
2023
Q1 | $360K | Buy |
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|
2022
Q4 | $366K | Hold |
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|
2022
Q3 | $354K | Hold |
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|
2022
Q2 | $390K | Hold |
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|
2022
Q1 | $385K | Hold |
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|
2021
Q4 | $343K | Sell |
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|
2021
Q3 | $338K | Hold |
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|
2021
Q2 | $355K | Hold |
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|
2021
Q1 | $355K | Hold |
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|
2020
Q4 | $316K | Sell |
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|
2020
Q3 | $327K | Buy |
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|
2020
Q2 | $319K | Hold |
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|
2020
Q1 | $320K | Hold |
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|
2019
Q4 | $378K | Sell |
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|
2019
Q3 | $429K | Hold |
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|
2019
Q2 | $403K | Hold |
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|
2019
Q1 | $384K | Buy |
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|
2018
Q4 | $262K | Hold |
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|
2018
Q3 | $248K | Sell |
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|
2018
Q2 | $243K | Buy |
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|
2018
Q1 | $240K | Hold |
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|
2017
Q4 | $257K | Hold |
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|
2017
Q3 | $246K | Hold |
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|
2017
Q2 | $243K | Hold |
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|
2017
Q1 | $235K | Hold |
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|
2016
Q4 | $220K | Sell |
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|
2016
Q3 | $227K | Hold |
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|
2016
Q2 | $247K | Hold |
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|
2016
Q1 | $234K | Buy |
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|
2015
Q4 | $204K | Buy |
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