Global Financial Private Client’s American Electric Power AEP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-655	Closed	-$71.6K	–	253
2025 Q1	$71.6K	Buy	655 +18	+3%	+$1.82K	0.03%	297
2024 Q4	$58.8K	Buy	637 +7	+1%	+$677	0.02%	314
2024 Q3	$64.6K	Buy	630 +230	+58%	+$22.4K	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%	-$71.8K	0.02%	324
2023 Q1	$110K	Sell	1,213 -36	-3%	-$3.29K	0.06%	201
2022 Q4	$119K	Sell	1,249 -3,712	-75%	-$338K	0.07%	182
2022 Q3	$438K	Buy	4,961 +1,365	+38%	+$135K	0.25%	92
2022 Q2	$352K	Buy	3,596 +3,196	+799%	+$317K	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%	-$9.97K	0.03%	218
2020 Q2	$42.7K	Buy	521 +121	+30%	+$9.88K	0.04%	229
2020 Q1	$29.8K	Hold	400	–	–	0.03%	272
2019 Q4	$37.8K	Buy	+400	New	+$37K	0.03%	270