FinTrust Capital Advisors’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $278K | Buy |
2,712
+263
| +11% | +$27K | 0.05% | 259 |
|
|
2024
Q2 | $215K | Buy |
2,449
+478
| +24% | +$41.9K | 0.04% | 286 |
|
|
2024
Q1 | $170K | Buy |
1,971
+184
| +10% | +$15.8K | 0.03% | 304 |
|
|
2023
Q4 | $145K | Buy |
1,787
+119
| +7% | +$9.67K | 0.03% | 309 |
|
|
2023
Q3 | $125K | Sell |
1,668
-372
| -18% | -$28K | 0.03% | 308 |
|
|
2023
Q2 | $194K | Hold |
2,040
| – | – | 0.05% | 266 |
|
|
2023
Q1 | $194K | Hold |
2,040
| – | – | 0.05% | 263 |
|
|
2022
Q4 | $194K | Hold |
2,040
| – | – | 0.05% | 265 |
|
|
2022
Q3 | $177K | Hold |
2,040
| – | – | 0.05% | 280 |
|
|
2022
Q2 | $192K | Hold |
2,040
| – | – | 0.05% | 268 |
|
|
2022
Q1 | $204K | Sell |
2,040
-80
| -4% | -$8K | 0.05% | 284 |
|
|
2021
Q4 | $189K | Hold |
2,120
| – | – | 0.05% | 293 |
|
|
2021
Q3 | $172K | Sell |
2,120
-100
| -5% | -$8.11K | 0.05% | 296 |
|
|
2021
Q2 | $188K | Buy |
2,220
+100
| +5% | +$8.47K | 0.05% | 287 |
|
|
2021
Q1 | $180K | Hold |
2,120
| – | – | 0.05% | 282 |
|
|
2020
Q4 | $177K | Hold |
2,120
| – | – | 0.06% | 264 |
|
|
2020
Q3 | $173 | Sell |
2,120
-50
| -2% | -$4 | 0.03% | 256 |
|
|
2020
Q2 | $173K | Hold |
2,170
| – | – | 0.07% | 229 |
|
|
2020
Q1 | $174K | Sell |
2,170
-50
| -2% | -$4.01K | 0.08% | 193 |
|
|
2019
Q4 | $210K | Hold |
2,220
| – | – | 0.09% | 203 |
|
|
2019
Q3 | $208K | Hold |
2,220
| – | – | 0.07% | 187 |
|
|
2019
Q2 | $195K | Buy |
2,220
+1,290
| +139% | +$113K | 0.08% | 190 |
|
|
2019
Q1 | $78K | Hold |
930
| – | – | 0.03% | 312 |
|
|
2018
Q4 | $69K | Buy |
+930
| New | +$69K | 0.03% | 313 |
|