Freedom Investment Management’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-11,869
| Closed | -$1.23M | – | 158 |
|
|
2025
Q2 | $1.23M | Buy |
11,869
+1,101
| +10% | +$115K | 0.1% | 192 |
|
|
2025
Q1 | $1.18M | Sell |
10,768
-2,307
| -18% | -$234K | 0.1% | 188 |
|
|
2024
Q4 | $1.21M | Buy |
13,075
+843
| +7% | +$81.6K | 0.1% | 185 |
|
|
2024
Q3 | $1.25M | Sell |
12,232
-799
| -6% | -$78K | 0.1% | 189 |
|
|
2024
Q2 | $1.14M | Buy |
13,031
+1,275
| +11% | +$112K | 0.09% | 206 |
|
|
2024
Q1 | $1.01M | Buy |
11,756
+302
| +3% | +$24.6K | 0.08% | 241 |
|
|
2023
Q4 | $930K | Buy |
11,454
+162
| +1% | +$12.6K | 0.08% | 270 |
|
|
2023
Q3 | $849K | Buy |
11,292
+1,668
| +17% | +$136K | 0.1% | 245 |
|
|
2023
Q2 | $810K | Buy |
9,624
+2,241
| +30% | +$198K | 0.09% | 287 |
|
|
2023
Q1 | $672K | Buy |
7,383
+1,828
| +33% | +$167K | 0.08% | 326 |
|
|
2022
Q4 | $527K | Sell |
5,555
-4
| -0.1% | -$364 | 0.06% | 402 |
|
|
2022
Q3 | $481K | Sell |
5,559
-672
| -11% | -$66.4K | 0.06% | 435 |
|
|
2022
Q2 | $598K | Buy |
6,231
+1,083
| +21% | +$107K | 0.06% | 391 |
|
|
2022
Q1 | $514K | Sell |
5,148
-607
| -11% | -$55.5K | 0.05% | 463 |
|
|
2021
Q4 | $512K | Sell |
5,755
-49
| -0.8% | -$4.13K | 0.04% | 514 |
|
|
2021
Q3 | $471K | Sell |
5,804
-3,521
| -38% | -$307K | 0.04% | 521 |
|
|
2021
Q2 | $789K | Sell |
9,325
-199
| -2% | -$17.1K | 0.06% | 397 |
|
|
2021
Q1 | $807K | Sell |
9,524
-1,160
| -11% | -$93.5K | 0.06% | 373 |
|
|
2020
Q4 | $890K | Buy |
10,684
+471
| +5% | +$40.9K | 0.1% | 205 |
|
|
2020
Q3 | $835K | Buy |
10,213
+2,293
| +29% | +$189K | 0.09% | 195 |
|
|
2020
Q2 | $631K | Buy |
7,920
+230
| +3% | +$18.8K | 0.07% | 219 |
|
|
2020
Q1 | $779K | Sell |
7,690
-478
| -6% | -$45.2K | 0.07% | 235 |
|
|
2019
Q4 | $772K | Sell |
8,168
-523
| -6% | -$48.3K | 0.07% | 248 |
|
|
2019
Q3 | $814K | Buy |
8,691
+429
| +5% | +$39K | 0.07% | 247 |
|
|
2019
Q2 | $727K | Buy |
8,262
+2,040
| +33% | +$176K | 0.06% | 277 |
|
|
2019
Q1 | $521K | Buy |
6,222
+528
| +9% | +$42K | 0.04% | 370 |
|
|
2018
Q4 | $426K | Sell |
5,694
-455
| -7% | -$34.1K | 0.03% | 466 |
|
|
2018
Q3 | $444K | Buy |
6,149
+266
| +5% | +$18.9K | 0.03% | 574 |
|
|
2018
Q2 | $407K | Sell |
5,883
-2,852
| -33% | -$192K | 0.02% | 644 |
|
|
2018
Q1 | $599K | Sell |
8,735
-6,367
| -42% | -$429K | 0.03% | 549 |
|
|
2017
Q4 | $1.11M | Buy |
15,102
+6,182
| +69% | +$462K | 0.06% | 327 |
|
|
2017
Q3 | $627K | Buy |
8,920
+748
| +9% | +$53.3K | 0.03% | 502 |
|
|
2017
Q2 | $568K | Buy |
8,172
+81
| +1% | +$5.63K | 0.03% | 516 |
|
|
2017
Q1 | $543K | Buy |
8,091
+683
| +9% | +$44.2K | 0.03% | 519 |
|
|
2016
Q4 | $466K | Sell |
7,408
-550
| -7% | -$33.9K | 0.03% | 512 |
|
|
2016
Q3 | $511K | Sell |
7,958
-286
| -3% | -$19.2K | 0.03% | 444 |
|
|
2016
Q2 | $578K | Buy |
8,244
+1,056
| +15% | +$69.1K | 0.04% | 372 |
|
|
2016
Q1 | $477K | Sell |
7,188
-1,255
| -15% | -$77.6K | 0.03% | 411 |
|
|
2015
Q4 | $492K | Sell |
8,443
-9,906
| -54% | -$561K | 0.04% | 409 |
|
|
2015
Q3 | $2.54M | Buy |
18,349
+13,088
| +249% | +$726K | 0.26% | 46 |
|
|
2015
Q2 | $279K | Sell |
5,261
-283
| -5% | -$15.7K | 0.03% | 519 |
|
|
2015
Q1 | $312K | Buy |
5,544
+217
| +4% | +$12.9K | 0.03% | 465 |
|
|
2014
Q4 | $323K | Buy |
5,327
+217
| +4% | +$12.4K | 0.04% | 401 |
|
|
2014
Q3 | $267K | Buy |
5,110
+266
| +5% | +$14.1K | 0.05% | 366 |
|
|
2014
Q2 | $270K | Buy |
4,844
+495
| +11% | +$26.1K | 0.05% | 367 |
|
|
2014
Q1 | $220K | Sell |
4,349
-141
| -3% | -$6.85K | 0.05% | 381 |
|
|
2013
Q4 | $210K | Sell |
4,490
-221
| -5% | -$10.2K | 0.05% | 379 |
|
|
2013
Q3 | $204K | Sell |
4,711
-586
| -11% | -$26.1K | 0.06% | 327 |
|
|
2013
Q2 | $237K | Buy |
+5,297
| New | +$254K | 0.08% | 238 |
|
Other funds holding AEP
