Financial Gravity Asset 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
Q1 | $1.09K | Buy |
+10
| New | +$1.09K | ﹤0.01% | 868 |
|
|
2024
Q2 | – | Sell |
-124
| Closed | -$10.7K | – | 1430 |
|
|
2024
Q1 | $10.7K | Buy |
+124
| New | +$10.7K | ﹤0.01% | 702 |
|
|
2023
Q4 | – | Hold |
0
| – | -$6 | – | 1460 |
|
|
2023
Q3 | – | Sell |
-84
| Closed | -$9.16K | – | 1185 |
|
|
2023
Q2 | $9.16K | Sell |
84
-7
| -8% | -$764 | 0.02% | 359 |
|
|
2023
Q1 | $13 | Sell |
91
-4
| -4% | -$1 | ﹤0.01% | 830 |
|
|
2022
Q4 | $6.92K | Buy |
95
+9
| +10% | +$656 | 0.04% | 346 |
|
|
2022
Q3 | $13 | Sell |
86
-10
| -10% | -$2 | ﹤0.01% | 744 |
|
|
2022
Q2 | $14 | Sell |
96
-4
| -4% | -$1 | ﹤0.01% | 657 |
|
|
2022
Q1 | $15 | Sell |
100
-167
| -63% | -$25 | ﹤0.01% | 741 |
|
|
2021
Q4 | $175 | Buy |
267
+265
| +13,250% | +$174 | ﹤0.01% | 640 |
|
|
2021
Q3 | $81K | Sell |
2
-1
| -33% | -$40.5K | 0.04% | 412 |
|
|
2021
Q2 | $85K | Hold |
3
| – | – | 0.03% | 397 |
|
|
2021
Q1 | $290 | Sell |
3
-4
| -57% | -$387 | 0.01% | 426 |
|
|
2020
Q4 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 365 |
|
|
2020
Q2 | – | Sell |
-148
| Closed | -$11.8K | – | 34 |
|
|
2020
Q1 | $11.8K | Buy |
148
+26
| +21% | +$2.08K | 0.04% | 188 |
|
|
2019
Q4 | $95K | Sell |
122
-23
| -16% | -$17.9K | 0.07% | 334 |
|
|
2019
Q3 | $14K | Sell |
145
-21
| -13% | -$2.03K | 0.01% | 527 |
|
|
2019
Q2 | $15K | Buy |
166
+10
| +6% | +$904 | 0.01% | 512 |
|
|
2019
Q1 | $13K | Buy |
+156
| New | +$13K | 0.01% | 503 |
|
|
2018
Q3 | $8K | Buy |
108
+7
| +7% | +$519 | 0.01% | 613 |
|
|
2018
Q2 | $7K | Buy |
101
+21
| +26% | +$1.46K | 0.01% | 637 |
|
|
2018
Q1 | $6K | Buy |
+80
| New | +$6K | 0.01% | 658 |
|