Gladstone Institutional Advisory’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 | $543K | Sell |
5,230
-350
| -6% | -$36.3K | 0.02% | 475 |
|
|
2025
Q1 | $610K | Buy |
5,580
+123
| +2% | +$13.4K | 0.03% | 421 |
|
|
2024
Q4 | $503K | Buy |
5,457
+100
| +2% | +$9.22K | 0.02% | 471 |
|
|
2024
Q3 | $550K | Sell |
5,357
-4,251
| -44% | -$436K | 0.03% | 429 |
|
|
2024
Q2 | $843K | Buy |
9,608
+1,244
| +15% | +$109K | 0.04% | 323 |
|
|
2024
Q1 | $720K | Sell |
8,364
-558
| -6% | -$48K | 0.04% | 341 |
|
|
2023
Q4 | $725K | Buy |
8,922
+3,390
| +61% | +$275K | 0.04% | 344 |
|
|
2023
Q3 | $416K | Buy |
5,532
+799
| +17% | +$60.1K | 0.03% | 418 |
|
|
2023
Q2 | $398K | Sell |
4,733
-476
| -9% | -$40.1K | 0.02% | 447 |
|
|
2023
Q1 | $474K | Sell |
5,209
-943
| -15% | -$85.8K | 0.03% | 418 |
|
|
2022
Q4 | $584K | Buy |
6,152
+1,759
| +40% | +$167K | 0.04% | 364 |
|
|
2022
Q3 | $380K | Sell |
4,393
-445
| -9% | -$38.5K | 0.03% | 443 |
|
|
2022
Q2 | $464K | Buy |
4,838
+210
| +5% | +$20.1K | 0.04% | 426 |
|
|
2022
Q1 | $462K | Sell |
4,628
-261
| -5% | -$26.1K | 0.03% | 443 |
|
|
2021
Q4 | $435K | Sell |
4,889
-697
| -12% | -$62K | 0.03% | 406 |
|
|
2021
Q3 | $453K | Buy |
5,586
+2,145
| +62% | +$174K | 0.04% | 354 |
|
|
2021
Q2 | $291K | Buy |
+3,441
| New | +$291K | 0.03% | 406 |
|