FORA Capital’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 | $626K | Buy |
+6,036
| New | +$626K | 0.07% | 292 |
|
2025
Q1 | – | Sell |
-4,891
| Closed | -$451K | – | 488 |
|
2024
Q4 | $451K | Buy |
+4,891
| New | +$451K | 0.05% | 273 |
|
2023
Q4 | – | Sell |
-37,464
| Closed | -$2.82M | – | 420 |
|
2023
Q3 | $2.82M | Sell |
37,464
-3,792
| -9% | -$285K | 0.25% | 118 |
|
2023
Q2 | $3.47M | Buy |
+41,256
| New | +$3.47M | 0.49% | 62 |
|
2022
Q4 | – | Sell |
-7,898
| Closed | -$683K | – | 449 |
|
2022
Q3 | $683K | Buy |
+7,898
| New | +$683K | 0.13% | 215 |
|
2022
Q1 | – | Sell |
-5,086
| Closed | -$453K | – | 497 |
|
2021
Q4 | $453K | Sell |
5,086
-9,150
| -64% | -$815K | 0.18% | 166 |
|
2021
Q3 | $1.16M | Buy |
+14,236
| New | +$1.16M | 0.29% | 102 |
|
2021
Q1 | – | Sell |
-15,598
| Closed | -$1.3M | – | 743 |
|
2020
Q4 | $1.3M | Buy |
+15,598
| New | +$1.3M | 0.2% | 116 |
|
2020
Q3 | – | Sell |
-5,061
| Closed | -$403K | – | 625 |
|
2020
Q2 | $403K | Buy |
5,061
+4,395
| +660% | +$350K | 0.14% | 194 |
|
2020
Q1 | $53K | Sell |
666
-40,584
| -98% | -$3.23M | 0.01% | 754 |
|
2019
Q4 | $3.9M | Buy |
+41,250
| New | +$3.9M | 0.39% | 43 |
|