Focus Financial Network’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 | $528K | Buy |
5,093
+248
| +5% | +$25.7K | 0.02% | 420 |
|
|
2025
Q1 | $529K | Buy |
4,845
+3
| +0.1% | +$328 | 0.02% | 410 |
|
|
2024
Q4 | $447K | Buy |
4,842
+295
| +6% | +$27.2K | 0.02% | 438 |
|
|
2024
Q3 | $466K | Sell |
4,547
-352
| -7% | -$36.1K | 0.02% | 423 |
|
|
2024
Q2 | $458K | Sell |
4,899
-442
| -8% | -$41.3K | 0.02% | 421 |
|
|
2024
Q1 | $441K | Sell |
5,341
-5,199
| -49% | -$429K | 0.02% | 400 |
|
|
2023
Q4 | $856K | Buy |
10,540
+5,329
| +102% | +$433K | 0.03% | 348 |
|
|
2023
Q3 | $392K | Buy |
5,211
+239
| +5% | +$18K | 0.02% | 402 |
|
|
2023
Q2 | $419K | Sell |
4,972
-11
| -0.2% | -$926 | 0.02% | 401 |
|
|
2023
Q1 | $453K | Sell |
4,983
-38
| -0.8% | -$3.46K | 0.03% | 372 |
|
|
2022
Q4 | $477K | Sell |
5,021
-403
| -7% | -$38.3K | 0.04% | 293 |
|
|
2022
Q3 | $469K | Sell |
5,424
-107
| -2% | -$9.25K | 0.04% | 291 |
|
|
2022
Q2 | $531K | Buy |
5,531
+344
| +7% | +$33K | 0.04% | 275 |
|
|
2022
Q1 | $518K | Sell |
5,187
-546
| -10% | -$54.5K | 0.04% | 300 |
|
|
2021
Q4 | $510K | Buy |
5,733
+1,345
| +31% | +$120K | 0.07% | 219 |
|
|
2021
Q3 | $356K | Hold |
4,388
| – | – | 0.05% | 315 |
|
|
2021
Q2 | $371K | Sell |
4,388
-5,828
| -57% | -$493K | 0.05% | 310 |
|
|
2021
Q1 | $865K | Buy |
10,216
+3,675
| +56% | +$311K | 0.1% | 174 |
|
|
2020
Q4 | $545K | Sell |
6,541
-257
| -4% | -$21.4K | 0.05% | 258 |
|
|
2020
Q3 | $556K | Buy |
6,798
+101
| +2% | +$8.26K | 0.05% | 249 |
|
|
2020
Q2 | $533K | Buy |
6,697
+89
| +1% | +$7.09K | 0.06% | 236 |
|
|
2020
Q1 | $529K | Buy |
6,608
+842
| +15% | +$67.3K | 0.07% | 212 |
|
|
2019
Q4 | $545K | Buy |
5,766
+17
| +0.3% | +$1.61K | 0.07% | 233 |
|
|
2019
Q3 | $539K | Buy |
5,749
+146
| +3% | +$13.7K | 0.07% | 216 |
|
|
2019
Q2 | $493K | Buy |
5,603
+517
| +10% | +$45.5K | 0.07% | 216 |
|
|
2019
Q1 | $426K | Buy |
+5,086
| New | +$426K | 0.07% | 225 |
|