FineMark National Bank & Trust’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
Q4 | $1.28M | Buy |
11,118
+462
| +4% | +$54.6K | 0.04% | 211 |
|
|
2025
Q3 | $1.2M | Sell |
10,656
-1,117
| -9% | -$122K | 0.04% | 214 |
|
|
2025
Q2 | $1.22M | Sell |
11,773
-40
| -0.3% | -$4.16K | 0.04% | 204 |
|
|
2025
Q1 | $1.29M | Sell |
11,813
-60
| -0.5% | -$6.08K | 0.05% | 190 |
|
|
2024
Q4 | $1.1M | Sell |
11,873
-740
| -6% | -$71.6K | 0.04% | 203 |
|
|
2024
Q3 | $1.29M | Sell |
12,613
-336
| -3% | -$32.8K | 0.05% | 189 |
|
|
2024
Q2 | $1.14M | Sell |
12,949
-512
| -4% | -$44.8K | 0.04% | 189 |
|
|
2024
Q1 | $1.16M | Sell |
13,461
-177
| -1% | -$14.4K | 0.04% | 196 |
|
|
2023
Q4 | $1.11M | Sell |
13,638
-331
| -2% | -$25.7K | 0.05% | 198 |
|
|
2023
Q3 | $1.05M | Sell |
13,969
-781
| -5% | -$63.5K | 0.05% | 187 |
|
|
2023
Q2 | $1.24M | Sell |
14,750
-37
| -0.3% | -$3.27K | 0.05% | 182 |
|
|
2023
Q1 | $1.35M | Sell |
14,787
-434
| -3% | -$39.7K | 0.06% | 168 |
|
|
2022
Q4 | $1.45M | Buy |
15,221
+201
| +1% | +$18.3K | 0.07% | 161 |
|
|
2022
Q3 | $1.3M | Buy |
15,020
+762
| +5% | +$75.3K | 0.06% | 167 |
|
|
2022
Q2 | $1.37M | Buy |
14,258
+499
| +4% | +$49.5K | 0.06% | 176 |
|
|
2022
Q1 | $1.37M | Buy |
13,759
+45
| +0.3% | +$4.11K | 0.05% | 189 |
|
|
2021
Q4 | $1.22M | Sell |
13,714
-587
| -4% | -$49.5K | 0.05% | 194 |
|
|
2021
Q3 | $1.16M | Buy |
14,301
+1,119
| +8% | +$97.7K | 0.05% | 190 |
|
|
2021
Q2 | $1.11M | Sell |
13,182
-360
| -3% | -$31K | 0.05% | 203 |
|
|
2021
Q1 | $1.15M | Sell |
13,542
-37,052
| -73% | -$2.99M | 0.05% | 193 |
|
|
2020
Q4 | $4.21M | Sell |
50,594
-2,218
| -4% | -$192K | 0.19% | 98 |
|
|
2020
Q3 | $4.32M | Buy |
52,812
+6,033
| +13% | +$497K | 0.21% | 89 |
|
|
2020
Q2 | $3.73M | Buy |
46,779
+38,420
| +460% | +$3.14M | 0.21% | 95 |
|
|
2020
Q1 | $669K | Sell |
8,359
-911
| -10% | -$86.1K | 0.04% | 196 |
|
|
2019
Q4 | $876K | Sell |
9,270
-2,293
| -20% | -$212K | 0.04% | 189 |
|
|
2019
Q3 | $1.08M | Buy |
11,563
+75
| +0.7% | +$6.81K | 0.06% | 172 |
|
|
2019
Q2 | $1.01M | Sell |
11,488
-1,064
| -8% | -$91.7K | 0.06% | 170 |
|
|
2019
Q1 | $1.05M | Sell |
12,552
-39
| -0.3% | -$3.1K | 0.06% | 159 |
|
|
2018
Q4 | $941K | Buy |
12,591
+1,020
| +9% | +$76.5K | 0.06% | 165 |
|
|
2018
Q3 | $820K | Buy |
11,571
+1,230
| +12% | +$87.5K | 0.05% | 177 |
|
|
2018
Q2 | $716K | Sell |
10,341
-731
| -7% | -$49.2K | 0.04% | 211 |
|
|
2018
Q1 | $759K | Sell |
11,072
-125
| -1% | -$8.42K | 0.05% | 195 |
|
|
2017
Q4 | $824K | Sell |
11,197
-276
| -2% | -$20.6K | 0.05% | 179 |
|
|
2017
Q3 | $806K | Buy |
11,473
+858
| +8% | +$61.1K | 0.05% | 177 |
|
|
2017
Q2 | $737K | Sell |
10,615
-2
| -0% | -$139 | 0.05% | 177 |
|
|
2017
Q1 | $713K | Buy |
10,617
+704
| +7% | +$45.6K | 0.05% | 178 |
|
|
2016
Q4 | $624K | Sell |
9,913
-52
| -0.5% | -$3.21K | 0.05% | 188 |
|
|
2016
Q3 | $640K | Buy |
9,965
+102
| +1% | +$6.86K | 0.07% | 184 |
|
|
2016
Q2 | $690K | Buy |
9,863
+959
| +11% | +$62.8K | 0.08% | 179 |
|
|
2016
Q1 | $592K | Buy |
8,904
+59
| +0.7% | +$3.65K | 0.07% | 184 |
|
|
2015
Q4 | $515K | Sell |
8,845
-308
| -3% | -$17.5K | 0.06% | 199 |
|
|
2015
Q3 | $520K | Buy |
9,153
+620
| +7% | +$34.4K | 0.07% | 200 |
|
|
2015
Q2 | $452K | Sell |
8,533
-503
| -6% | -$27.8K | 0.06% | 229 |
|
|
2015
Q1 | $509K | Sell |
9,036
-2,180
| -19% | -$129K | 0.07% | 216 |
|
|
2014
Q4 | $681K | Buy |
11,216
+1,250
| +13% | +$71.5K | 0.1% | 174 |
|
|
2014
Q3 | $520K | Buy |
9,966
+2,755
| +38% | +$146K | 0.08% | 190 |
|
|
2014
Q2 | $402K | Sell |
7,211
-67
| -0.9% | -$3.53K | 0.07% | 227 |
|
|
2014
Q1 | $369K | Buy |
7,278
+382
| +6% | +$18.6K | 0.07% | 217 |
|
|
2013
Q4 | $323K | Buy |
6,896
+1,351
| +24% | +$62.3K | 0.07% | 238 |
|
|
2013
Q3 | $240K | Sell |
5,545
-433
| -7% | -$19.3K | 0.06% | 273 |
|
|
2013
Q2 | $268K | Buy |
+5,978
| New | +$287K | 0.08% | 221 |
|
Other funds holding AEP
