FORA Capital’s American Electric Power AEP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-6,036	Closed	-$626K	–	466
2025 Q2	$626K	Buy	+6,036	New	+$628K	0.07%	292
2025 Q1	–	Sell	-4,891	Closed	-$451K	–	488
2024 Q4	$451K	Buy	+4,891	New	+$473K	0.05%	273
2023 Q4	–	Sell	-37,464	Closed	-$2.82M	–	420
2023 Q3	$2.82M	Sell	37,464 -3,792	-9%	-$309K	0.25%	118
2023 Q2	$3.47M	Buy	+41,256	New	+$3.64M	0.49%	62
2022 Q4	–	Sell	-7,898	Closed	-$683K	–	449
2022 Q3	$683K	Buy	+7,898	New	+$781K	0.13%	215
2022 Q1	–	Sell	-5,086	Closed	-$453K	–	497
2021 Q4	$453K	Sell	5,086 -9,150	-64%	-$772K	0.18%	166
2021 Q3	$1.16M	Buy	+14,236	New	+$1.24M	0.29%	102
2021 Q1	–	Sell	-15,598	Closed	-$1.3M	–	743
2020 Q4	$1.3M	Buy	+15,598	New	+$1.35M	0.2%	116
2020 Q3	–	Sell	-5,061	Closed	-$403K	–	625
2020 Q2	$403K	Buy	5,061 +4,395	+660%	+$359K	0.14%	194
2020 Q1	$53K	Sell	666 -40,584	-98%	-$3.84M	0.01%	754
2019 Q4	$3.9M	Buy	+41,250	New	+$3.81M	0.39%	43