Fortis Group Advisors’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 | $13K | Hold |
125
| – | – | ﹤0.01% | 319 |
|
2025
Q1 | $13.7K | Hold |
125
| – | – | ﹤0.01% | 281 |
|
2024
Q4 | $11.5K | Hold |
125
| – | – | ﹤0.01% | 297 |
|
2024
Q3 | $12.8K | Hold |
125
| – | – | ﹤0.01% | 281 |
|
2024
Q2 | $11K | Sell |
125
-11,519
| -99% | -$1.01M | ﹤0.01% | 292 |
|
2024
Q1 | $1M | Buy |
11,644
+11,394
| +4,558% | +$981K | 0.18% | 91 |
|
2023
Q4 | $20.3K | Buy |
250
+125
| +100% | +$10.2K | 0.01% | 237 |
|
2023
Q3 | $9.4K | Buy |
+125
| New | +$9.4K | ﹤0.01% | 233 |
|
2020
Q3 | $10K | Buy |
+125
| New | +$10K | ﹤0.01% | 283 |
|