GoalVest Advisory’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 | $32.5K | Buy |
313
+230
| +277% | +$23.9K | 0.01% | 239 |
|
|
2025
Q1 | $9.07K | Buy |
+83
| New | +$9.07K | ﹤0.01% | 274 |
|
|
2024
Q2 | – | Sell |
-182
| Closed | -$15.7K | – | 317 |
|
|
2024
Q1 | $15.7K | Sell |
182
-243
| -57% | -$20.9K | 0.01% | 285 |
|
|
2023
Q4 | $34.5K | Buy |
425
+320
| +305% | +$26K | 0.02% | 171 |
|
|
2023
Q3 | $7.9K | Buy |
+105
| New | +$7.9K | ﹤0.01% | 311 |
|
|
2022
Q2 | – | Sell |
-134
| Closed | -$13K | – | 304 |
|
|
2022
Q1 | $13K | Buy |
+134
| New | +$13K | 0.01% | 223 |
|
|
2021
Q1 | – | Sell |
-90
| Closed | -$7K | – | 174 |
|
|
2020
Q4 | $7K | Buy |
+90
| New | +$7K | 0.01% | 173 |
|