Frontier Wealth Management’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $4.82M | Buy |
50,269
+13,661
| +37% | +$1.31M | 0.35% | 63 |
|
|
2022
Q1 | $3.75M | Buy |
36,608
+6,820
| +23% | +$698K | 0.05% | 77 |
|
|
2021
Q4 | $2.65M | Buy |
29,788
+1,627
| +6% | +$145K | 0.17% | 100 |
|
|
2021
Q3 | $2.29M | Buy |
28,161
+3,898
| +16% | +$316K | 0.16% | 108 |
|
|
2021
Q2 | $2.05M | Sell |
24,263
-540
| -2% | -$45.7K | 0.14% | 116 |
|
|
2021
Q1 | $2.1M | Buy |
24,803
+3,450
| +16% | +$292K | 0.16% | 105 |
|
|
2020
Q4 | $1.78M | Buy |
21,353
+6,827
| +47% | +$568K | 0.15% | 109 |
|
|
2020
Q3 | $1.19M | Buy |
14,526
+463
| +3% | +$37.8K | 0.11% | 131 |
|
|
2020
Q2 | $1.12M | Buy |
14,063
+2,837
| +25% | +$226K | 0.1% | 131 |
|
|
2020
Q1 | $898K | Buy |
11,226
+2,821
| +34% | +$226K | 0.15% | 126 |
|
|
2019
Q4 | $794K | Sell |
8,405
-789
| -9% | -$74.5K | 0.13% | 134 |
|
|
2019
Q3 | $861K | Sell |
9,194
-130
| -1% | -$12.2K | 0.13% | 135 |
|
|
2019
Q2 | $821K | Hold |
9,324
| – | – | 0.12% | 136 |
|
|
2019
Q1 | $781K | Buy |
9,324
+1,635
| +21% | +$137K | 0.11% | 168 |
|
|
2018
Q4 | $575K | Buy |
7,689
+15
| +0.2% | +$1.12K | 0.09% | 188 |
|
|
2018
Q3 | $544K | Hold |
7,674
| – | – | 0.05% | 216 |
|
|
2018
Q2 | $531K | Buy |
7,674
+1
| +0% | +$69 | 0.08% | 209 |
|
|
2018
Q1 | $526K | Buy |
7,673
+243
| +3% | +$16.7K | 0.07% | 222 |
|
|
2017
Q4 | $547K | Sell |
7,430
-500
| -6% | -$36.8K | 0.09% | 199 |
|
|
2017
Q3 | $557K | Sell |
7,930
-475
| -6% | -$33.4K | 0.08% | 212 |
|
|
2017
Q2 | $584K | Sell |
8,405
-300
| -3% | -$20.8K | 0.09% | 200 |
|
|
2017
Q1 | $584K | Buy |
8,705
+200
| +2% | +$13.4K | 0.09% | 201 |
|
|
2016
Q4 | $535K | Buy |
8,505
+100
| +1% | +$6.29K | 0.09% | 205 |
|
|
2016
Q3 | $540K | Sell |
8,405
-1,489
| -15% | -$95.7K | 0.08% | 196 |
|
|
2016
Q2 | $693K | Hold |
9,894
| – | – | 0.11% | 169 |
|
|
2016
Q1 | $657K | Hold |
9,894
| – | – | 0.06% | 175 |
|
|
2015
Q4 | $577K | Hold |
9,894
| – | – | 0.09% | 181 |
|
|
2015
Q3 | $563K | Buy |
9,894
+1,540
| +18% | +$87.6K | 0.09% | 194 |
|
|
2015
Q2 | $443K | Buy |
8,354
+4,249
| +104% | +$225K | 0.07% | 214 |
|
|
2015
Q1 | $231K | Hold |
4,105
| – | – | 0.04% | 261 |
|
|
2014
Q4 | $249K | Buy |
+4,105
| New | +$249K | 0.05% | 215 |
|