Glassy Mountain 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 | $370K | Hold |
3,570
| – | – | 0.12% | 52 |
|
|
2025
Q1 | $390K | Hold |
3,570
| – | – | 0.14% | 49 |
|
|
2024
Q4 | $329K | Hold |
3,570
| – | – | 0.11% | 50 |
|
|
2024
Q3 | $366K | Hold |
3,570
| – | – | 0.13% | 50 |
|
|
2024
Q2 | $313K | Sell |
3,570
-29
| -0.8% | -$2.54K | 0.12% | 48 |
|
|
2024
Q1 | $310K | Hold |
3,599
| – | – | 0.12% | 47 |
|
|
2023
Q4 | $292K | Hold |
3,599
| – | – | 0.12% | 47 |
|
|
2023
Q3 | $259K | Hold |
3,599
| – | – | 0.12% | 47 |
|
|
2023
Q2 | $303K | Buy |
+3,599
| New | +$303K | 0.14% | 51 |
|
|
2023
Q1 | – | Sell |
-9,071
| Closed | -$861K | – | 25 |
|
|
2022
Q4 | $861K | Buy |
+9,071
| New | +$861K | 0.47% | 47 |
|
|
2022
Q2 | $870K | Sell |
9,071
-318
| -3% | -$30.5K | 0.52% | 51 |
|
|
2022
Q1 | $937K | Sell |
9,389
-675
| -7% | -$67.4K | 0.48% | 48 |
|
|
2021
Q4 | $895K | Buy |
+10,064
| New | +$895K | 0.46% | 47 |
|