Folger Nolan Fleming Douglas Capital Management’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 | $301K | Hold |
2,904
| – | – | 0.03% | 139 |
|
|
2025
Q1 | $317K | Sell |
2,904
-201
| -6% | -$22K | 0.04% | 137 |
|
|
2024
Q4 | $286K | Buy |
3,105
+112
| +4% | +$10.3K | 0.03% | 143 |
|
|
2024
Q3 | $307K | Hold |
2,993
| – | – | 0.03% | 142 |
|
|
2024
Q2 | $263K | Buy |
2,993
+72
| +2% | +$6.32K | 0.03% | 149 |
|
|
2024
Q1 | $251K | Sell |
2,921
-40
| -1% | -$3.44K | 0.03% | 150 |
|
|
2023
Q4 | $240K | Sell |
2,961
-650
| -18% | -$52.7K | 0.03% | 150 |
|
|
2023
Q3 | $272K | Hold |
3,611
| – | – | 0.03% | 137 |
|
|
2023
Q2 | $304K | Hold |
3,611
| – | – | 0.03% | 135 |
|
|
2023
Q1 | $329K | Sell |
3,611
-1,047
| -22% | -$95.4K | 0.04% | 127 |
|
|
2022
Q4 | $442K | Buy |
4,658
+1,800
| +63% | +$171K | 0.05% | 118 |
|
|
2022
Q3 | $247K | Hold |
2,858
| – | – | 0.03% | 140 |
|
|
2022
Q2 | $274K | Sell |
2,858
-64
| -2% | -$6.14K | 0.04% | 138 |
|
|
2022
Q1 | $292K | Sell |
2,922
-145
| -5% | -$14.5K | 0.03% | 141 |
|
|
2021
Q4 | $273K | Buy |
3,067
+461
| +18% | +$41K | 0.03% | 143 |
|
|
2021
Q3 | $212K | Hold |
2,606
| – | – | 0.03% | 150 |
|
|
2021
Q2 | $220K | Hold |
2,606
| – | – | 0.03% | 152 |
|
|
2021
Q1 | $221K | Hold |
2,606
| – | – | 0.03% | 149 |
|
|
2020
Q4 | $217K | Hold |
2,606
| – | – | 0.03% | 146 |
|
|
2020
Q3 | $213K | Hold |
2,606
| – | – | 0.03% | 139 |
|
|
2020
Q2 | $208K | Hold |
2,606
| – | – | 0.03% | 138 |
|
|
2020
Q1 | $208K | Hold |
2,606
| – | – | 0.04% | 132 |
|
|
2019
Q4 | $246K | Hold |
2,606
| – | – | 0.04% | 141 |
|
|
2019
Q3 | $244K | Buy |
+2,606
| New | +$244K | 0.04% | 139 |
|