Golden State Wealth Management’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
Q3 | $1.26M | Buy |
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|
2025
Q2 | $1.16M | Buy |
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|
2025
Q1 | $1.2M | Buy |
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|
2024
Q4 | $852K | Buy |
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|
2022
Q1 | $716K | Sell |
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|
2021
Q4 | $664K | Buy |
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|
2021
Q3 | $583K | Hold |
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|
2021
Q2 | $607K | Hold |
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|
2021
Q1 | $608K | Sell |
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|
2020
Q4 | $664K | Buy |
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|
2020
Q3 | $620K | Sell |
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|
2020
Q2 | $640K | Buy |
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|
2020
Q1 | $606K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $151K | Sell |
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|
2019
Q2 | $240K | Sell |
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|
2019
Q1 | $230K | Buy |
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