Guardian Capital Advisors’s American Electric Power AEP Stock Holding History

Guardian Capital Advisors’s Portfolio AEP Stock Details AEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	$4.98M	Buy	48,676 +1,145	+2%	+$117K	0.49%	63
2024 Q2	$4.19M	Buy	47,531 +1,360	+3%	+$120K	0.45%	62
2024 Q1	$3.75M	Sell	46,171 -4,890	-10%	-$397K	0.4%	66
2023 Q4	$4.32M	Sell	51,061 -5,635	-10%	-$476K	0.45%	61
2023 Q3	$4.27M	Sell	56,696 -1,300	-2%	-$97.9K	0.48%	62
2023 Q2	$5.06M	Sell	57,996 -13	-0%	-$1.13K	0.58%	53
2023 Q1	$5.47M	Sell	58,009 -1,385	-2%	-$131K	0.63%	47
2022 Q4	$5.73M	Sell	59,394 -80	-0.1%	-$7.71K	0.65%	47
2022 Q3	$4.86M	Buy	59,474 +80	+0.1%	+$6.54K	0.61%	48
2022 Q2	$5.6M	Sell	59,394 -220	-0.4%	-$20.7K	0.64%	47
2022 Q1	$6.1M	Sell	59,614 -845	-1%	-$86.5K	0.59%	49
2021 Q4	$5.46M	Sell	60,459 -2,000	-3%	-$181K	0.53%	58
2021 Q3	$5.19M	Sell	62,459 -370	-0.6%	-$30.7K	0.54%	54
2021 Q2	$5.35M	Sell	62,829 -3,010	-5%	-$256K	0.55%	51
2021 Q1	$5.73M	Buy	65,839 +825	+1%	+$71.8K	0.65%	44
2020 Q4	$5.29M	Sell	65,014 -40	-0.1%	-$3.26K	0.71%	42
2020 Q3	$5.81M	Sell	65,054 -890	-1%	-$79.5K	0.89%	38
2020 Q2	$4.1M	Buy	65,944 +45	+0.1%	+$2.8K	0.79%	39
2020 Q1	$3.45M	Buy	65,899 +980	+2%	+$51.4K	0.83%	39
2019 Q4	$6.17M	Sell	64,919 -286	-0.4%	-$27.2K	0.77%	42
2019 Q3	$6.01M	Sell	65,205 -30	-0%	-$2.76K	0.8%	38
2019 Q2	$5.88M	Sell	65,235 -1,450	-2%	-$131K	0.78%	40
2019 Q1	$5.54M	Buy	66,685 +770	+1%	+$63.9K	0.74%	41
2018 Q4	$4.86M	Sell	65,915 -1,475	-2%	-$109K	0.71%	41
2018 Q3	$4.92M	Sell	67,390 -2,500	-4%	-$183K	0.67%	43
2018 Q2	$4.92M	Sell	69,890 -2,450	-3%	-$173K	0.66%	43
2018 Q1	$4.87M	Sell	72,340 -6,615	-8%	-$445K	0.68%	44
2017 Q4	$5.35M	Sell	78,955 -1,030	-1%	-$69.8K	0.7%	43
2017 Q3	$5.92M	Sell	79,985 -1,910	-2%	-$141K	0.81%	40
2017 Q2	$5.59M	Sell	81,895 -1,535	-2%	-$105K	0.8%	38
2017 Q1	$5.64M	Sell	83,430 -360	-0.4%	-$24.3K	0.81%	37
2016 Q4	$5.3M	Buy	83,790 +1,004	+1%	+$63.4K	0.76%	37
2016 Q3	$5.09M	Sell	82,786 -1,949	-2%	-$120K	0.91%	37
2016 Q2	$5.92M	Sell	84,735 -1,500	-2%	-$105K	1.11%	28
2016 Q1	$5.5M	Sell	86,235 -2,265	-3%	-$144K	1.02%	32
2015 Q4	$5.2M	Sell	88,500 -320	-0.4%	-$18.8K	1.08%	29
2015 Q3	$4.92M	Buy	88,820 +780	+0.9%	+$43.2K	1.02%	31
2015 Q2	$4.9M	Buy	88,040 +1,130	+1%	+$62.9K	0.92%	37
2015 Q1	$6.11M	Sell	86,910 -55	-0.1%	-$3.87K	0.92%	37
2014 Q4	$6.46M	Buy	86,965 +4,085	+5%	+$303K	1.05%	34
2014 Q3	$4.9M	Buy	82,880 +1,245	+2%	+$73.5K	0.81%	44
2014 Q2	$4.37M	Buy	81,635 +515	+0.6%	+$27.6K	0.76%	44
2014 Q1	$4.07M	Sell	81,120 -1,140	-1%	-$57.2K	0.78%	44
2013 Q4	$3.91M	Buy	82,260 +2,230	+3%	+$106K	0.76%	46
2013 Q3	$3.52M	Buy	+80,030	New	+$3.52M	0.75%	44