First Personal Financial Services’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 | $44.2K | Buy |
431
+5
| +1% | +$513 | 0.01% | 207 |
|
2024
Q2 | $37.4K | Hold |
426
| – | – | 0.01% | 208 |
|
2024
Q1 | $36.7K | Hold |
426
| – | – | 0.01% | 204 |
|
2023
Q4 | $34.6K | Hold |
426
| – | – | 0.01% | 229 |
|
2023
Q3 | $32K | Hold |
426
| – | – | 0.01% | 229 |
|
2023
Q2 | $35.9K | Hold |
426
| – | – | 0.01% | 232 |
|
2023
Q1 | $38.8K | Hold |
426
| – | – | 0.01% | 225 |
|
2022
Q4 | $40.4K | Hold |
426
| – | – | 0.01% | 228 |
|
2022
Q3 | $37K | Hold |
426
| – | – | 0.01% | 222 |
|
2022
Q2 | $41K | Hold |
426
| – | – | 0.01% | 191 |
|
2022
Q1 | $43K | Sell |
426
-452
| -51% | -$45.6K | 0.01% | 205 |
|
2021
Q4 | $78K | Hold |
878
| – | – | 0.02% | 162 |
|
2021
Q3 | $71K | Hold |
878
| – | – | 0.02% | 166 |
|
2021
Q2 | $74K | Hold |
878
| – | – | 0.02% | 165 |
|
2021
Q1 | $74K | Hold |
878
| – | – | 0.02% | 159 |
|
2020
Q4 | $73K | Hold |
878
| – | – | 0.02% | 156 |
|
2020
Q3 | $72K | Sell |
878
-565
| -39% | -$46.3K | 0.02% | 162 |
|
2020
Q2 | $115K | Hold |
1,443
| – | – | 0.04% | 133 |
|
2020
Q1 | $115K | Buy |
1,443
+1,404
| +3,600% | +$112K | 0.04% | 138 |
|
2019
Q4 | $4K | Hold |
39
| – | – | ﹤0.01% | 314 |
|
2019
Q3 | $4K | Hold |
39
| – | – | ﹤0.01% | 398 |
|
2019
Q2 | $3K | Buy |
39
+25
| +179% | +$1.92K | ﹤0.01% | 629 |
|
2019
Q1 | $1K | Sell |
14
-28
| -67% | -$2K | ﹤0.01% | 665 |
|
2018
Q4 | $3K | Sell |
42
-103
| -71% | -$7.36K | ﹤0.01% | 601 |
|
2018
Q3 | $10K | Buy |
+145
| New | +$10K | ﹤0.01% | 490 |
|
2018
Q2 | – | Sell |
-1,020
| Closed | -$70K | – | 654 |
|
2018
Q1 | $70K | Hold |
1,020
| – | – | 0.02% | 366 |
|
2017
Q4 | $75K | Hold |
1,020
| – | – | 0.01% | 386 |
|
2017
Q3 | $72K | Sell |
1,020
-2,000
| -66% | -$141K | 0.02% | 368 |
|
2017
Q2 | $210K | Hold |
3,020
| – | – | 0.05% | 211 |
|
2017
Q1 | $203K | Sell |
3,020
-250
| -8% | -$16.8K | 0.05% | 195 |
|
2016
Q4 | $206K | Sell |
3,270
-255
| -7% | -$16.1K | 0.05% | 185 |
|
2016
Q3 | $226K | Hold |
3,525
| – | – | 0.07% | 151 |
|
2016
Q2 | $247K | Buy |
3,525
+3,475
| +6,950% | +$243K | 0.08% | 141 |
|
2016
Q1 | $3K | Sell |
50
-63
| -56% | -$3.78K | ﹤0.01% | 296 |
|
2015
Q4 | $7K | Sell |
113
-118
| -51% | -$7.31K | ﹤0.01% | 309 |
|
2015
Q3 | $14K | Hold |
231
| – | – | 0.01% | 257 |
|
2015
Q2 | $13K | Hold |
231
| – | – | 0.01% | 258 |
|
2015
Q1 | $13K | Hold |
231
| – | – | 0.01% | 254 |
|
2014
Q4 | $14K | Buy |
+231
| New | +$14K | 0.01% | 231 |
|