Global Retirement Partners’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 | $1.13M | Buy |
+10,869
| New | +$1.13M | 0.03% | 476 |
|
|
2024
Q4 | $572K | Buy |
6,198
+444
| +8% | +$41K | 0.02% | 593 |
|
|
2024
Q3 | $590K | Sell |
5,754
-486
| -8% | -$49.9K | 0.02% | 589 |
|
|
2024
Q2 | $547K | Buy |
6,240
+1,398
| +29% | +$123K | 0.02% | 583 |
|
|
2024
Q1 | $417K | Sell |
4,842
-4,337
| -47% | -$373K | 0.02% | 575 |
|
|
2023
Q4 | $743K | Buy |
9,179
+3,892
| +74% | +$315K | 0.03% | 400 |
|
|
2023
Q3 | $388K | Buy |
5,287
+375
| +8% | +$27.5K | 0.02% | 495 |
|
|
2023
Q2 | $414K | Sell |
4,912
-1,212
| -20% | -$102K | 0.02% | 498 |
|
|
2023
Q1 | $556K | Buy |
6,124
+187
| +3% | +$17K | 0.03% | 409 |
|
|
2022
Q4 | $564K | Buy |
5,937
+3,149
| +113% | +$299K | 0.04% | 356 |
|
|
2022
Q3 | $245K | Sell |
2,788
-425
| -13% | -$37.3K | 0.02% | 510 |
|
|
2022
Q2 | $308K | Sell |
3,213
-26
| -0.8% | -$2.49K | 0.02% | 454 |
|
|
2022
Q1 | $331K | Buy |
+3,239
| New | +$331K | 0.03% | 441 |
|
|
2021
Q4 | – | Sell |
-1,601
| Closed | -$130K | – | 277 |
|
|
2021
Q3 | $130K | Buy |
1,601
+61
| +4% | +$4.95K | 0.01% | 573 |
|
|
2021
Q2 | $130K | Buy |
1,540
+65
| +4% | +$5.49K | 0.01% | 558 |
|
|
2021
Q1 | $125K | Sell |
1,475
-2,129
| -59% | -$180K | 0.01% | 510 |
|
|
2020
Q4 | $300K | Buy |
3,604
+169
| +5% | +$14.1K | 0.04% | 320 |
|
|
2020
Q3 | $281K | Sell |
3,435
-2,119
| -38% | -$173K | 0.04% | 305 |
|
|
2020
Q2 | $442K | Buy |
5,554
+583
| +12% | +$46.4K | 0.07% | 240 |
|
|
2020
Q1 | $398K | Buy |
4,971
+4,021
| +423% | +$322K | 0.08% | 223 |
|
|
2019
Q4 | $90K | Sell |
950
-118
| -11% | -$11.2K | 0.01% | 504 |
|
|
2019
Q3 | $100K | Buy |
1,068
+2
| +0.2% | +$187 | 0.02% | 470 |
|
|
2019
Q2 | $94K | Sell |
1,066
-289
| -21% | -$25.5K | 0.02% | 461 |
|
|
2019
Q1 | $113K | Sell |
1,355
-26
| -2% | -$2.17K | 0.03% | 377 |
|
|
2018
Q4 | $103K | Buy |
1,381
+18
| +1% | +$1.34K | 0.03% | 377 |
|
|
2018
Q3 | $97K | Buy |
1,363
+273
| +25% | +$19.4K | 0.02% | 402 |
|
|
2018
Q2 | $75K | Buy |
1,090
+99
| +10% | +$6.81K | 0.02% | 440 |
|
|
2018
Q1 | $68K | Sell |
991
-2,661
| -73% | -$183K | 0.02% | 452 |
|
|
2017
Q4 | $269K | Buy |
3,652
+390
| +12% | +$28.7K | 0.07% | 227 |
|
|
2017
Q3 | $229K | Buy |
3,262
+1,021
| +46% | +$71.7K | 0.09% | 209 |
|
|
2017
Q2 | $156K | Buy |
2,241
+610
| +37% | +$42.5K | 0.07% | 239 |
|
|
2017
Q1 | $109K | Buy |
1,631
+228
| +16% | +$15.2K | 0.06% | 262 |
|
|
2016
Q4 | $88K | Buy |
+1,403
| New | +$88K | 0.06% | 255 |
|