Financial Advocates Investment 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 | $212K | Sell |
2,039
-2,846
| -58% | -$295K | 0.02% | 574 |
|
|
2025
Q1 | $534K | Buy |
4,885
+14
| +0.3% | +$1.53K | 0.04% | 408 |
|
|
2024
Q4 | $449K | Sell |
4,871
-1,831
| -27% | -$169K | 0.03% | 484 |
|
|
2024
Q3 | $688K | Sell |
6,702
-227
| -3% | -$23.3K | 0.04% | 386 |
|
|
2024
Q2 | $608K | Sell |
6,929
-134
| -2% | -$11.8K | 0.04% | 384 |
|
|
2024
Q1 | $608K | Buy |
7,063
+402
| +6% | +$34.6K | 0.04% | 415 |
|
|
2023
Q4 | $541K | Buy |
6,661
+31
| +0.5% | +$2.52K | 0.04% | 416 |
|
|
2023
Q3 | $499K | Sell |
6,630
-347
| -5% | -$26.1K | 0.04% | 412 |
|
|
2023
Q2 | $588K | Buy |
6,977
+1,248
| +22% | +$105K | 0.04% | 364 |
|
|
2023
Q1 | $521K | Buy |
5,729
+790
| +16% | +$71.9K | 0.04% | 413 |
|
|
2022
Q4 | $469K | Buy |
4,939
+133
| +3% | +$12.6K | 0.04% | 454 |
|
|
2022
Q3 | $413K | Sell |
4,806
-295
| -6% | -$25.4K | 0.03% | 452 |
|
|
2022
Q2 | $489K | Buy |
5,101
+773
| +18% | +$74.1K | 0.04% | 399 |
|
|
2022
Q1 | $432K | Buy |
4,328
+114
| +3% | +$11.4K | 0.03% | 475 |
|
|
2021
Q4 | $359K | Sell |
4,214
-37
| -0.9% | -$3.15K | 0.02% | 576 |
|
|
2021
Q3 | $333K | Buy |
4,251
+250
| +6% | +$19.6K | 0.02% | 585 |
|
|
2021
Q2 | $339K | Sell |
4,001
-159
| -4% | -$13.5K | 0.02% | 567 |
|
|
2021
Q1 | $353K | Sell |
4,160
-18
| -0.4% | -$1.53K | 0.03% | 553 |
|
|
2020
Q4 | $348K | Sell |
4,178
-63
| -1% | -$5.25K | 0.02% | 524 |
|
|
2020
Q3 | $346K | Buy |
4,241
+148
| +4% | +$12.1K | 0.03% | 440 |
|
|
2020
Q2 | $326K | Buy |
4,093
+50
| +1% | +$3.98K | 0.03% | 432 |
|
|
2020
Q1 | $323K | Sell |
4,043
-466
| -10% | -$37.2K | 0.05% | 340 |
|
|
2019
Q4 | $426K | Sell |
4,509
-637
| -12% | -$60.2K | 0.05% | 339 |
|
|
2019
Q3 | $436K | Buy |
5,146
+537
| +12% | +$45.5K | 0.05% | 312 |
|
|
2019
Q2 | $405K | Buy |
4,609
+66
| +1% | +$5.8K | 0.05% | 323 |
|
|
2019
Q1 | $380K | Buy |
4,543
+2
| +0% | +$167 | 0.05% | 320 |
|
|
2018
Q4 | $339K | Sell |
4,541
-1,611
| -26% | -$120K | 0.05% | 313 |
|
|
2018
Q3 | $436K | Buy |
6,152
+119
| +2% | +$8.43K | 0.05% | 312 |
|
|
2018
Q2 | $423K | Sell |
6,033
-525
| -8% | -$36.8K | 0.05% | 292 |
|
|
2018
Q1 | $449K | Sell |
6,558
-653
| -9% | -$44.7K | 0.06% | 274 |
|
|
2017
Q4 | $530K | Buy |
+7,211
| New | +$530K | 0.07% | 247 |
|