Focus Partners Wealth’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 | $4.79M | Buy |
46,141
+966
| +2% | +$100K | 0.01% | 689 |
|
2025
Q1 | $4.94M | Sell |
45,175
-532
| -1% | -$58.1K | 0.01% | 626 |
|
2024
Q4 | $4.22M | Buy |
45,707
+11,669
| +34% | +$1.08M | 0.01% | 658 |
|
2024
Q3 | $3.49M | Buy |
34,038
+16,539
| +95% | +$1.7M | 0.01% | 643 |
|
2024
Q2 | $1.54M | Buy |
17,499
+7,042
| +67% | +$618K | 0.01% | 704 |
|
2024
Q1 | $900K | Buy |
10,457
+4,118
| +65% | +$354K | 0.01% | 625 |
|
2023
Q4 | $515K | Buy |
+6,339
| New | +$515K | 0.01% | 575 |
|