Glass Jacobson Investment 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 | $213K | Sell |
2,049
-297
| -13% | -$30.8K | 0.08% | 178 |
|
|
2025
Q1 | $216K | Hold |
2,346
| – | – | 0.07% | 228 |
|
|
2024
Q4 | $216K | Buy |
2,346
+24
| +1% | +$2.21K | 0.07% | 228 |
|
|
2024
Q3 | $238K | Hold |
2,322
| – | – | 0.08% | 212 |
|
|
2024
Q2 | $204K | Hold |
2,322
| – | – | 0.07% | 211 |
|
|
2024
Q1 | $200K | Hold |
2,322
| – | – | 0.08% | 207 |
|
|
2023
Q4 | $189K | Sell |
2,322
-3
| -0.1% | -$244 | 0.08% | 212 |
|
|
2023
Q3 | $175K | Sell |
2,325
-1
| -0% | -$75 | 0.08% | 215 |
|
|
2023
Q2 | $196K | Buy |
+2,326
| New | +$196K | 0.09% | 198 |
|
|
2022
Q4 | $221K | Buy |
+2,326
| New | +$221K | 0.11% | 192 |
|