Golden State Wealth Management’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 | $1.16M | Buy |
11,140
+189
| +2% | +$19.6K | 0.14% | 128 |
|
|
2025
Q1 | $1.2M | Buy |
10,951
+1,715
| +19% | +$187K | 0.18% | 105 |
|
|
2024
Q4 | $852K | Buy |
+9,236
| New | +$852K | 0.13% | 134 |
|
|
2022
Q1 | $716K | Sell |
7,181
-283
| -4% | -$28.2K | 0.14% | 139 |
|
|
2021
Q4 | $664K | Buy |
7,464
+283
| +4% | +$25.2K | 0.11% | 172 |
|
|
2021
Q3 | $583K | Hold |
7,181
| – | – | 0.13% | 147 |
|
|
2021
Q2 | $607K | Hold |
7,181
| – | – | 0.13% | 144 |
|
|
2021
Q1 | $608K | Sell |
7,181
-791
| -10% | -$67K | 0.2% | 85 |
|
|
2020
Q4 | $664K | Buy |
7,972
+391
| +5% | +$32.6K | 0.19% | 103 |
|
|
2020
Q3 | $620K | Sell |
7,581
-451
| -6% | -$36.9K | 0.21% | 78 |
|
|
2020
Q2 | $640K | Buy |
8,032
+451
| +6% | +$35.9K | 0.21% | 85 |
|
|
2020
Q1 | $606K | Buy |
+7,581
| New | +$606K | 0.27% | 65 |
|
|
2019
Q4 | – | Sell |
-1,609
| Closed | -$151K | – | 76 |
|
|
2019
Q3 | $151K | Sell |
1,609
-1,118
| -41% | -$105K | 0.05% | 240 |
|
|
2019
Q2 | $240K | Sell |
2,727
-21
| -0.8% | -$1.85K | 0.08% | 199 |
|
|
2019
Q1 | $230K | Buy |
+2,748
| New | +$230K | 0.08% | 209 |
|