Founders Financial Alliance’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 | $1.05M | Buy |
10,124
+107
| +1% | +$11.1K | 0.24% | 98 |
|
|
2025
Q1 | $1.09M | Buy |
10,017
+108
| +1% | +$11.8K | 0.27% | 87 |
|
|
2024
Q4 | $914K | Buy |
9,909
+504
| +5% | +$46.5K | 0.25% | 91 |
|
|
2024
Q3 | $965K | Buy |
9,405
+148
| +2% | +$15.2K | 0.27% | 88 |
|
|
2024
Q2 | $812K | Sell |
9,257
-299
| -3% | -$26.2K | 0.24% | 94 |
|
|
2024
Q1 | $823K | Buy |
9,556
+981
| +11% | +$84.5K | 0.25% | 93 |
|
|
2023
Q4 | $696K | Buy |
8,575
+1,000
| +13% | +$81.2K | 0.27% | 82 |
|
|
2023
Q3 | $570K | Sell |
7,575
-2,236
| -23% | -$168K | 0.25% | 90 |
|
|
2023
Q2 | $826K | Buy |
9,811
+1,974
| +25% | +$166K | 0.33% | 72 |
|
|
2023
Q1 | $714K | Sell |
7,837
-1,174
| -13% | -$107K | 0.36% | 68 |
|
|
2022
Q4 | $856K | Buy |
9,011
+28
| +0.3% | +$2.66K | 0.39% | 67 |
|
|
2022
Q3 | $777K | Buy |
8,983
+676
| +8% | +$58.5K | 0.4% | 65 |
|
|
2022
Q2 | $797K | Sell |
8,307
-513
| -6% | -$49.2K | 0.4% | 67 |
|
|
2022
Q1 | $880K | Buy |
8,820
+742
| +9% | +$74K | 0.39% | 64 |
|
|
2021
Q4 | $719K | Sell |
8,078
-656
| -8% | -$58.4K | 0.29% | 84 |
|
|
2021
Q3 | $709K | Buy |
8,734
+7
| +0.1% | +$568 | 0.33% | 76 |
|
|
2021
Q2 | $737K | Sell |
8,727
-7
| -0.1% | -$591 | 0.34% | 73 |
|
|
2021
Q1 | $751K | Buy |
8,734
+165
| +2% | +$14.2K | 0.37% | 66 |
|
|
2020
Q4 | $712K | Buy |
8,569
+555
| +7% | +$46.1K | 0.4% | 64 |
|
|
2020
Q3 | $673K | Buy |
+8,014
| New | +$673K | 0.4% | 52 |
|