Guardian Wealth Advisors (North Carolina)’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 | – | Sell |
-3,385
| Closed | -$370K | – | 551 |
|
|
2025
Q1 | $370K | Buy |
3,385
+472
| +16% | +$51.6K | 0.03% | 220 |
|
|
2024
Q4 | $269K | Buy |
2,913
+115
| +4% | +$10.6K | 0.02% | 262 |
|
|
2024
Q3 | $287K | Sell |
2,798
-278
| -9% | -$28.5K | 0.03% | 217 |
|
|
2024
Q2 | $270K | Buy |
3,076
+17
| +0.6% | +$1.49K | 0.03% | 216 |
|
|
2024
Q1 | $263K | Buy |
+3,059
| New | +$263K | 0.03% | 224 |
|