Financial Perspectives’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 | $17.8K | Hold |
172
| – | – | 0.01% | 436 |
|
|
2025
Q1 | $18.8K | Sell |
172
-199
| -54% | -$21.7K | 0.01% | 421 |
|
|
2024
Q4 | $34.2K | Buy |
371
+22
| +6% | +$2.03K | 0.01% | 340 |
|
|
2024
Q3 | $35.8K | Hold |
349
| – | – | 0.01% | 313 |
|
|
2024
Q2 | $30.6K | Hold |
349
| – | – | 0.01% | 323 |
|
|
2024
Q1 | $30K | Hold |
349
| – | – | 0.01% | 331 |
|
|
2023
Q4 | $28.3K | Hold |
349
| – | – | 0.01% | 339 |
|
|
2023
Q3 | $26.3K | Hold |
349
| – | – | 0.01% | 328 |
|
|
2023
Q2 | $29.4K | Hold |
349
| – | – | 0.01% | 323 |
|
|
2023
Q1 | $31.8K | Hold |
349
| – | – | 0.02% | 309 |
|
|
2022
Q4 | $33.1K | Hold |
349
| – | – | 0.02% | 302 |
|
|
2022
Q3 | $30.2K | Hold |
349
| – | – | 0.02% | 291 |
|
|
2022
Q2 | $33.5K | Hold |
349
| – | – | 0.02% | 281 |
|
|
2022
Q1 | $34.8K | Hold |
349
| – | – | 0.02% | 297 |
|
|
2021
Q4 | $31.1K | Hold |
349
| – | – | 0.01% | 300 |
|
|
2021
Q3 | $28.3K | Hold |
349
| – | – | 0.01% | 313 |
|
|
2021
Q2 | $29.5K | Sell |
349
-29,211
| -99% | -$2.47M | 0.01% | 330 |
|
|
2021
Q1 | $349K | Buy |
29,560
+29,211
| +8,370% | +$345K | 0.02% | 335 |
|
|
2020
Q4 | $29.1K | Buy |
349
+150
| +75% | +$12.5K | 0.02% | 286 |
|
|
2020
Q3 | $16.3K | Hold |
199
| – | – | 0.01% | 316 |
|
|
2020
Q2 | $15.8K | Hold |
199
| – | – | 0.01% | 308 |
|
|
2020
Q1 | $15.9K | Hold |
199
| – | – | 0.01% | 267 |
|
|
2019
Q4 | $18.8K | Buy |
+199
| New | +$18.8K | 0.01% | 266 |
|