Financial Counselors Inc’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 | – | Sell |
-90,429
| Closed | -$9.88M | – | 27 |
|
|
2025
Q1 | $9.88M | Buy |
90,429
+24,865
| +38% | +$2.72M | 0.15% | 145 |
|
|
2024
Q4 | $6.05M | Sell |
65,564
-1,500
| -2% | -$138K | 0.09% | 179 |
|
|
2024
Q3 | $6.88M | Buy |
67,064
+194
| +0.3% | +$19.9K | 0.1% | 168 |
|
|
2024
Q2 | $5.87M | Buy |
66,870
+589
| +0.9% | +$51.7K | 0.09% | 174 |
|
|
2024
Q1 | $5.71M | Buy |
66,281
+61,309
| +1,233% | +$5.28M | 0.1% | 181 |
|
|
2023
Q4 | $404K | Sell |
4,972
-84
| -2% | -$6.82K | 0.01% | 438 |
|
|
2023
Q3 | $380K | Sell |
5,056
-712
| -12% | -$53.6K | 0.01% | 429 |
|
|
2023
Q2 | $486K | Buy |
5,768
+191
| +3% | +$16.1K | 0.01% | 360 |
|
|
2023
Q1 | $507K | Buy |
5,577
+465
| +9% | +$42.3K | 0.01% | 355 |
|
|
2022
Q4 | $485K | Buy |
5,112
+571
| +13% | +$54.2K | 0.01% | 364 |
|
|
2022
Q3 | $393K | Sell |
4,541
-250
| -5% | -$21.6K | 0.01% | 371 |
|
|
2022
Q2 | $460K | Buy |
4,791
+622
| +15% | +$59.7K | 0.01% | 362 |
|
|
2022
Q1 | $416K | Sell |
4,169
-110
| -3% | -$11K | 0.01% | 382 |
|
|
2021
Q4 | $381K | Sell |
4,279
-100
| -2% | -$8.9K | 0.01% | 394 |
|
|
2021
Q3 | $355K | Buy |
4,379
+226
| +5% | +$18.3K | 0.01% | 420 |
|
|
2021
Q2 | $351K | Sell |
4,153
-405
| -9% | -$34.2K | 0.01% | 414 |
|
|
2021
Q1 | $386K | Sell |
4,558
-539
| -11% | -$45.6K | 0.01% | 397 |
|
|
2020
Q4 | $424K | Buy |
5,097
+534
| +12% | +$44.4K | 0.01% | 384 |
|
|
2020
Q3 | $373K | Sell |
4,563
-135
| -3% | -$11K | 0.01% | 368 |
|
|
2020
Q2 | $374K | Buy |
4,698
+327
| +7% | +$26K | 0.01% | 387 |
|
|
2020
Q1 | $350K | Sell |
4,371
-225
| -5% | -$18K | 0.02% | 346 |
|
|
2019
Q4 | $434K | Hold |
4,596
| – | – | 0.02% | 363 |
|
|
2019
Q3 | $431K | Sell |
4,596
-251
| -5% | -$23.5K | 0.02% | 359 |
|
|
2019
Q2 | $427K | Sell |
4,847
-90
| -2% | -$7.93K | 0.02% | 350 |
|
|
2019
Q1 | $413K | Buy |
4,937
+516
| +12% | +$43.2K | 0.02% | 351 |
|
|
2018
Q4 | $330K | Buy |
4,421
+375
| +9% | +$28K | 0.02% | 357 |
|
|
2018
Q3 | $287K | Sell |
4,046
-900
| -18% | -$63.8K | 0.01% | 408 |
|
|
2018
Q2 | $343K | Sell |
4,946
-840
| -15% | -$58.3K | 0.02% | 377 |
|
|
2018
Q1 | $397K | Sell |
5,786
-770
| -12% | -$52.8K | 0.02% | 355 |
|
|
2017
Q4 | $482K | Hold |
6,556
| – | – | 0.02% | 336 |
|
|
2017
Q3 | $460K | Sell |
6,556
-475
| -7% | -$33.3K | 0.02% | 339 |
|
|
2017
Q2 | $488K | Sell |
7,031
-213
| -3% | -$14.8K | 0.02% | 343 |
|
|
2017
Q1 | $486K | Sell |
7,244
-1,941
| -21% | -$130K | 0.02% | 341 |
|
|
2016
Q4 | $578K | Buy |
+9,185
| New | +$578K | 0.03% | 319 |
|
|
2016
Q2 | $477K | Sell |
6,811
-248
| -4% | -$17.4K | 0.03% | 320 |
|
|
2016
Q1 | $469K | Sell |
7,059
-50
| -0.7% | -$3.32K | 0.03% | 319 |
|
|
2015
Q4 | $414K | Buy |
7,109
+361
| +5% | +$21K | 0.03% | 326 |
|
|
2015
Q3 | $384K | Sell |
6,748
-856
| -11% | -$48.7K | 0.03% | 329 |
|
|
2015
Q2 | $403K | Sell |
7,604
-5,415
| -42% | -$287K | 0.03% | 339 |
|
|
2015
Q1 | $732K | Buy |
13,019
+4,354
| +50% | +$245K | 0.05% | 294 |
|
|
2014
Q4 | $526K | Sell |
8,665
-234
| -3% | -$14.2K | 0.03% | 310 |
|
|
2014
Q3 | $465K | Sell |
8,899
-200
| -2% | -$10.5K | 0.03% | 329 |
|
|
2014
Q2 | $507K | Hold |
9,099
| – | – | 0.04% | 314 |
|
|
2014
Q1 | $461K | Buy |
9,099
+62
| +0.7% | +$3.14K | 0.03% | 326 |
|
|
2013
Q4 | $422K | Buy |
9,037
+500
| +6% | +$23.3K | 0.03% | 319 |
|
|
2013
Q3 | $370K | Sell |
8,537
-790
| -8% | -$34.2K | 0.03% | 319 |
|
|
2013
Q2 | $418K | Buy |
+9,327
| New | +$418K | 0.03% | 299 |
|