Greenleaf Trust’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 | $1.06M | Buy |
10,188
+36
| +0.4% | +$3.74K | 0.01% | 303 |
|
2025
Q1 | $1.11M | Buy |
10,152
+406
| +4% | +$44.4K | 0.01% | 298 |
|
2024
Q4 | $899K | Buy |
9,746
+369
| +4% | +$34K | 0.01% | 354 |
|
2024
Q3 | $962K | Buy |
9,377
+359
| +4% | +$36.8K | 0.01% | 337 |
|
2024
Q2 | $791K | Buy |
9,018
+380
| +4% | +$33.3K | 0.01% | 360 |
|
2024
Q1 | $744K | Buy |
8,638
+130
| +2% | +$11.2K | 0.01% | 362 |
|
2023
Q4 | $691K | Sell |
8,508
-5,834
| -41% | -$474K | 0.01% | 372 |
|
2023
Q3 | $1.08M | Buy |
14,342
+948
| +7% | +$71.3K | 0.01% | 259 |
|
2023
Q2 | $1.13M | Sell |
13,394
-1,558
| -10% | -$131K | 0.01% | 249 |
|
2023
Q1 | $1.36M | Buy |
14,952
+546
| +4% | +$49.7K | 0.02% | 226 |
|
2022
Q4 | $1.37M | Buy |
14,406
+1,079
| +8% | +$102K | 0.02% | 212 |
|
2022
Q3 | $1.15M | Buy |
13,327
+517
| +4% | +$44.7K | 0.02% | 213 |
|
2022
Q2 | $1.23M | Buy |
12,810
+941
| +8% | +$90.3K | 0.02% | 206 |
|
2022
Q1 | $1.18M | Sell |
11,869
-109
| -0.9% | -$10.9K | 0.01% | 217 |
|
2021
Q4 | $1.07M | Buy |
11,978
+346
| +3% | +$30.8K | 0.01% | 232 |
|
2021
Q3 | $944K | Sell |
11,632
-1,267
| -10% | -$103K | 0.01% | 242 |
|
2021
Q2 | $1.09M | Buy |
12,899
+295
| +2% | +$25K | 0.01% | 215 |
|
2021
Q1 | $1.07M | Buy |
12,604
+1,289
| +11% | +$109K | 0.01% | 202 |
|
2020
Q4 | $942K | Sell |
11,315
-2,284
| -17% | -$190K | 0.01% | 191 |
|
2020
Q3 | $1.11M | Sell |
13,599
-41
| -0.3% | -$3.35K | 0.02% | 145 |
|
2020
Q2 | $1.09M | Sell |
13,640
-1,213
| -8% | -$96.6K | 0.02% | 145 |
|
2020
Q1 | $1.19M | Buy |
14,853
+1,132
| +8% | +$90.5K | 0.02% | 118 |
|
2019
Q4 | $1.3M | Sell |
13,721
-149
| -1% | -$14.1K | 0.02% | 141 |
|
2019
Q3 | $1.3M | Buy |
13,870
+196
| +1% | +$18.4K | 0.02% | 133 |
|
2019
Q2 | $1.2M | Buy |
13,674
+219
| +2% | +$19.3K | 0.02% | 144 |
|
2019
Q1 | $1.13M | Sell |
13,455
-966
| -7% | -$80.9K | 0.02% | 149 |
|
2018
Q4 | $1.08M | Buy |
14,421
+334
| +2% | +$25K | 0.02% | 146 |
|
2018
Q3 | $998K | Buy |
14,087
+69
| +0.5% | +$4.89K | 0.02% | 175 |
|
2018
Q2 | $971K | Buy |
14,018
+119
| +0.9% | +$8.24K | 0.02% | 163 |
|
2018
Q1 | $953K | Sell |
13,899
-956
| -6% | -$65.5K | 0.02% | 158 |
|
2017
Q4 | $1.09M | Sell |
14,855
-505
| -3% | -$37.2K | 0.02% | 145 |
|
2017
Q3 | $1.08M | Buy |
15,360
+5,459
| +55% | +$383K | 0.02% | 141 |
|
2017
Q2 | $688K | Sell |
9,901
-76,806
| -89% | -$5.34M | 0.02% | 162 |
|
2017
Q1 | $5.82M | Sell |
86,707
-15,168
| -15% | -$1.02M | 0.14% | 45 |
|
2016
Q4 | $6.41M | Buy |
101,875
+3,315
| +3% | +$209K | 0.17% | 43 |
|
2016
Q3 | $6.33M | Buy |
98,560
+4,892
| +5% | +$314K | 0.17% | 43 |
|
2016
Q2 | $6.57M | Sell |
93,668
-12,055
| -11% | -$845K | 0.17% | 43 |
|
2016
Q1 | $7.02M | Buy |
105,723
+350
| +0.3% | +$23.2K | 0.19% | 42 |
|
2015
Q4 | $6.14M | Buy |
+105,373
| New | +$6.14M | 0.19% | 42 |
|