Fulton Breakefield Broenniman’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 | $559K | Hold |
|
|||||
|
2025
Q2 | $516K | Sell |
|
|||||
|
2025
Q1 | $554K | Buy |
|
|||||
|
2024
Q4 | $440K | Buy |
|
|||||
|
2024
Q3 | $481K | Sell |
|
|||||
|
2024
Q2 | $416K | Buy |
|
|||||
|
2024
Q1 | $403K | Buy |
|
|||||
|
2023
Q4 | $380K | Buy |
|
|||||
|
2023
Q3 | $341K | Sell |
|
|||||
|
2023
Q2 | $384K | Buy |
|
|||||
|
2023
Q1 | $413K | Sell |
|
|||||
|
2022
Q4 | $438K | Hold |
|
|||||
|
2022
Q3 | $399K | Hold |
|
|||||
|
2022
Q2 | $443K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $409K | Buy |
|
|||||
|
2021
Q3 | $367K | Hold |
|
|||||
|
2021
Q2 | $383K | Hold |
|
|||||
|
2021
Q1 | $383K | Buy |
|
|||||
|
2020
Q4 | $357K | Sell |
|
|||||
|
2020
Q3 | $357K | Hold |
|
|||||
|
2020
Q2 | $348K | Sell |
|
|||||
|
2020
Q1 | $350K | Sell |
|
|||||
|
2019
Q4 | $419K | Sell |
|
|||||
|
2019
Q3 | $426K | Buy |
|
|||||
|
2016
Q2 | – | Sell |
|
|||||
|
2016
Q1 | $716K | Sell |
|
|||||
|
2015
Q4 | $710K | Sell |
|
|||||
|
2015
Q3 | $716K | Sell |
|
|||||
|
2015
Q2 | $705K | Buy |
|
|||||
|
2015
Q1 | $730K | Buy |
|
|||||
|
2014
Q4 | $777K | Sell |
|
|||||
|
2014
Q3 | $756K | Buy |
|
|||||
|
2014
Q2 | $804K | Sell |
|
|||||
|
2014
Q1 | $746K | Sell |
|
|||||
|
2013
Q4 | $745K | Sell |
|
|||||
|
2013
Q3 | $700K | Sell |
|
|||||
|
2013
Q2 | $726K | Buy |
|