Foundations Investment 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 | $1.17M | Sell |
11,270
-2,576
| -19% | -$267K | 0.02% | 393 |
|
|
2025
Q1 | $1.51M | Buy |
13,846
+6,305
| +84% | +$689K | 0.03% | 330 |
|
|
2024
Q4 | $695K | Buy |
7,541
+587
| +8% | +$54.1K | 0.01% | 469 |
|
|
2024
Q3 | $713K | Buy |
6,954
+346
| +5% | +$35.5K | 0.02% | 429 |
|
|
2024
Q2 | $580K | Buy |
6,608
+934
| +16% | +$81.9K | 0.01% | 464 |
|
|
2024
Q1 | $489K | Buy |
5,674
+68
| +1% | +$5.85K | 0.01% | 473 |
|
|
2023
Q4 | $447K | Buy |
5,606
+89
| +2% | +$7.09K | 0.01% | 460 |
|
|
2023
Q3 | $415K | Sell |
5,517
-1,036
| -16% | -$77.9K | 0.01% | 434 |
|
|
2023
Q2 | $552K | Buy |
6,553
+1,138
| +21% | +$95.8K | 0.02% | 344 |
|
|
2023
Q1 | $493K | Buy |
5,415
+1,210
| +29% | +$110K | 0.02% | 323 |
|
|
2022
Q4 | $399K | Buy |
4,205
+474
| +13% | +$45K | 0.02% | 313 |
|
|
2022
Q3 | $323K | Buy |
3,731
+293
| +9% | +$25.4K | 0.01% | 312 |
|
|
2022
Q2 | $326K | Buy |
3,438
+815
| +31% | +$77.3K | 0.01% | 288 |
|
|
2022
Q1 | $268K | Buy |
+2,623
| New | +$268K | 0.01% | 294 |
|
|
2018
Q4 | – | Sell |
-9,215
| Closed | -$653K | – | 105 |
|
|
2018
Q3 | $653K | Buy |
9,215
+1,506
| +20% | +$107K | 0.16% | 58 |
|
|
2018
Q2 | $534K | Buy |
+7,709
| New | +$534K | 0.14% | 55 |
|