Fortem Financial Group’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 | $282K | Buy |
2,718
+22
| +0.8% | +$2.28K | 0.09% | 137 |
|
|
2025
Q1 | $295K | Buy |
2,696
+21
| +0.8% | +$2.29K | 0.11% | 154 |
|
|
2024
Q4 | $247K | Buy |
2,675
+24
| +0.9% | +$2.21K | 0.1% | 158 |
|
|
2024
Q3 | $272K | Buy |
2,651
+270
| +11% | +$27.7K | 0.11% | 151 |
|
|
2024
Q2 | $209K | Buy |
2,381
+23
| +1% | +$2.02K | 0.09% | 159 |
|
|
2024
Q1 | $203K | Buy |
+2,358
| New | +$203K | 0.09% | 158 |
|
|
2023
Q2 | – | Sell |
-2,304
| Closed | -$210K | – | 157 |
|
|
2023
Q1 | $210K | Buy |
2,304
+63
| +3% | +$5.73K | 0.14% | 138 |
|
|
2022
Q4 | $213K | Buy |
+2,241
| New | +$213K | 0.12% | 148 |
|
|
2022
Q3 | – | Sell |
-2,205
| Closed | -$212K | – | 156 |
|
|
2022
Q2 | $212K | Buy |
2,205
+18
| +0.8% | +$1.73K | 0.14% | 157 |
|
|
2022
Q1 | $218K | Sell |
2,187
-318
| -13% | -$31.7K | 0.1% | 158 |
|
|
2021
Q4 | $223K | Buy |
2,505
+20
| +0.8% | +$1.78K | 0.1% | 157 |
|
|
2021
Q3 | $202K | Buy |
2,485
+18
| +0.7% | +$1.46K | 0.1% | 167 |
|
|
2021
Q2 | $209K | Buy |
2,467
+18
| +0.7% | +$1.53K | 0.11% | 156 |
|
|
2021
Q1 | $207K | Buy |
2,449
+19
| +0.8% | +$1.61K | 0.12% | 154 |
|
|
2020
Q4 | $202K | Buy |
+2,430
| New | +$202K | 0.12% | 144 |
|
|
2020
Q1 | – | Sell |
-2,360
| Closed | -$223K | – | 130 |
|
|
2019
Q4 | $223K | Buy |
2,360
+15
| +0.6% | +$1.42K | 0.17% | 104 |
|
|
2019
Q3 | $220K | Buy |
2,345
+15
| +0.6% | +$1.41K | 0.19% | 100 |
|
|
2019
Q2 | $205K | Buy |
+2,330
| New | +$205K | 0.21% | 121 |
|