FSA 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 | – | Sell |
-2,611
| Closed | -$285K | – | 178 |
|
|
2025
Q1 | $285K | Buy |
+2,611
| New | +$285K | 0.23% | 134 |
|
|
2024
Q4 | – | Sell |
-2,662
| Closed | -$262K | – | 140 |
|
|
2024
Q3 | $262K | Buy |
2,662
+54
| +2% | +$5.31K | 0.26% | 111 |
|
|
2024
Q2 | $228K | Buy |
2,608
+94
| +4% | +$8.2K | 0.24% | 122 |
|
|
2024
Q1 | $216K | Buy |
2,514
+17
| +0.7% | +$1.46K | 0.23% | 124 |
|
|
2023
Q4 | $203K | Buy |
+2,497
| New | +$203K | 0.25% | 117 |
|