Hanson & Doremus Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-300
| Closed | -$23K | – | 466 |
|
|
2023
Q3 | $23K | Hold |
300
| – | – | ﹤0.01% | 344 |
|
|
2023
Q2 | $25K | Sell |
300
-95
| -24% | -$7.92K | 0.01% | 345 |
|
|
2023
Q1 | $36K | Sell |
395
-420
| -52% | -$38.3K | 0.01% | 319 |
|
|
2022
Q4 | $77K | Buy |
815
+420
| +106% | +$39.7K | 0.02% | 258 |
|
|
2022
Q3 | $34K | Hold |
395
| – | – | 0.01% | 328 |
|
|
2022
Q2 | $38K | Hold |
395
| – | – | 0.01% | 320 |
|
|
2022
Q1 | $39K | Buy |
395
+387
| +4,838% | +$38.2K | 0.01% | 335 |
|
|
2021
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 485 |
|
|
2021
Q3 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 478 |
|
|
2021
Q2 | – | Sell |
-8
| Closed | -$1K | – | 415 |
|
|
2021
Q1 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 495 |
|
|
2018
Q2 | – | Sell |
-253
| Closed | -$17K | – | 487 |
|
|
2018
Q1 | $17K | Sell |
253
-147
| -37% | -$9.88K | 0.01% | 406 |
|
|
2017
Q4 | $29K | Hold |
400
| – | – | 0.01% | 353 |
|
|
2017
Q3 | $28K | Hold |
400
| – | – | 0.01% | 342 |
|
|
2017
Q2 | $28K | Hold |
400
| – | – | 0.01% | 334 |
|
|
2017
Q1 | $27K | Sell |
400
-75
| -16% | -$5.06K | 0.01% | 319 |
|
|
2016
Q4 | $29.9K | Hold |
475
| – | – | 0.01% | 300 |
|
|
2016
Q3 | $30K | Hold |
475
| – | – | 0.01% | 282 |
|
|
2016
Q2 | $33K | Hold |
475
| – | – | 0.02% | 273 |
|
|
2016
Q1 | $32K | Sell |
475
-25
| -5% | -$1.68K | 0.01% | 285 |
|
|
2015
Q4 | $29K | Sell |
500
-21
| -4% | -$1.22K | 0.01% | 304 |
|
|
2015
Q3 | $30K | Buy |
521
+21
| +4% | +$1.21K | 0.01% | 290 |
|
|
2015
Q2 | $26K | Sell |
500
-180
| -26% | -$9.36K | 0.01% | 309 |
|
|
2015
Q1 | $38K | Sell |
680
-420
| -38% | -$23.5K | 0.02% | 275 |
|
|
2014
Q4 | $67K | Buy |
1,100
+420
| +62% | +$25.6K | 0.03% | 240 |
|
|
2014
Q3 | $36K | Hold |
680
| – | – | 0.02% | 280 |
|
|
2014
Q2 | $38K | Buy |
680
+180
| +36% | +$10.1K | 0.02% | 277 |
|
|
2014
Q1 | $25K | Hold |
500
| – | – | 0.01% | 300 |
|
|
2013
Q4 | $23K | Hold |
500
| – | – | 0.01% | 298 |
|
|
2013
Q3 | $22K | Hold |
500
| – | – | 0.01% | 296 |
|
|
2013
Q2 | $22K | Buy |
+500
| New | +$22K | 0.01% | 276 |
|