Global Financial Private Client’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 | – | Sell |
-655
| Closed | -$71.6K | – | 253 |
|
|
2025
Q1 | $71.6K | Buy |
655
+18
| +3% | +$1.97K | 0.03% | 297 |
|
|
2024
Q4 | $58.8K | Buy |
637
+7
| +1% | +$646 | 0.02% | 314 |
|
|
2024
Q3 | $64.6K | Buy |
630
+230
| +58% | +$23.6K | 0.03% | 303 |
|
|
2024
Q2 | $35.1K | Hold |
400
| – | – | 0.01% | 333 |
|
|
2024
Q1 | $33.8K | Hold |
400
| – | – | 0.01% | 341 |
|
|
2023
Q4 | $32.5K | Hold |
400
| – | – | 0.02% | 336 |
|
|
2023
Q3 | $28.7K | Hold |
400
| – | – | 0.01% | 336 |
|
|
2023
Q2 | $34.1K | Sell |
400
-813
| -67% | -$69.4K | 0.02% | 324 |
|
|
2023
Q1 | $110K | Sell |
1,213
-36
| -3% | -$3.27K | 0.06% | 201 |
|
|
2022
Q4 | $119K | Sell |
1,249
-3,712
| -75% | -$352K | 0.07% | 182 |
|
|
2022
Q3 | $438K | Buy |
4,961
+1,365
| +38% | +$120K | 0.25% | 92 |
|
|
2022
Q2 | $352K | Buy |
3,596
+3,196
| +799% | +$313K | 0.2% | 101 |
|
|
2022
Q1 | $40.6K | Hold |
400
| – | – | 0.02% | 285 |
|
|
2021
Q4 | $35.6K | Hold |
400
| – | – | 0.02% | 296 |
|
|
2021
Q3 | $32.6K | Hold |
400
| – | – | 0.02% | 276 |
|
|
2021
Q2 | $34.1K | Hold |
400
| – | – | 0.02% | 275 |
|
|
2021
Q1 | $34.2K | Hold |
400
| – | – | 0.02% | 239 |
|
|
2020
Q4 | $33.3K | Hold |
400
| – | – | 0.03% | 228 |
|
|
2020
Q3 | $33.2K | Sell |
400
-121
| -23% | -$10.1K | 0.03% | 218 |
|
|
2020
Q2 | $42.7K | Buy |
521
+121
| +30% | +$9.92K | 0.04% | 229 |
|
|
2020
Q1 | $29.8K | Hold |
400
| – | – | 0.03% | 272 |
|
|
2019
Q4 | $37.8K | Buy |
+400
| New | +$37.8K | 0.03% | 270 |
|