GeoWealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $314K | Sell |
3,025
-6,051
| -67% | -$628K | 0.01% | 533 |
|
|
2025
Q1 | $992K | Buy |
9,076
+5,660
| +166% | +$618K | 0.04% | 265 |
|
|
2024
Q4 | $315K | Sell |
3,416
-168
| -5% | -$15.5K | 0.01% | 609 |
|
|
2024
Q3 | $368K | Sell |
3,584
-45
| -1% | -$4.62K | 0.01% | 544 |
|
|
2024
Q2 | $318K | Buy |
3,629
+836
| +30% | +$73.4K | 0.01% | 562 |
|
|
2024
Q1 | $240K | Sell |
2,793
-120
| -4% | -$10.3K | 0.01% | 627 |
|
|
2023
Q4 | $237K | Buy |
+2,913
| New | +$237K | 0.02% | 465 |
|