Gallagher Fiduciary 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 | $207K | Sell |
1,999
-8,527
| -81% | -$885K | 0.01% | 299 |
|
|
2025
Q1 | $1.15M | Buy |
10,526
+173
| +2% | +$18.9K | 0.04% | 79 |
|
|
2024
Q4 | $955K | Buy |
10,353
+1,358
| +15% | +$125K | 0.19% | 63 |
|
|
2024
Q3 | $923K | Sell |
8,995
-1,278
| -12% | -$131K | 0.19% | 59 |
|
|
2024
Q2 | $901K | Buy |
10,273
+381
| +4% | +$33.4K | 0.2% | 56 |
|
|
2024
Q1 | $852K | Buy |
9,892
+28
| +0.3% | +$2.41K | 0.03% | 66 |
|
|
2023
Q4 | $801K | Buy |
9,864
+256
| +3% | +$20.8K | 0.03% | 67 |
|
|
2023
Q3 | $723K | Buy |
9,608
+295
| +3% | +$22.2K | 0.06% | 65 |
|
|
2023
Q2 | $785K | Sell |
9,313
-14
| -0.2% | -$1.18K | 0.06% | 77 |
|
|
2023
Q1 | $849K | Buy |
+9,327
| New | +$849K | 0.07% | 77 |
|