Harel Insurance Investments & Financial Services’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 | $150K | Sell |
1,450
-2,946
| -67% | -$305K | ﹤0.01% | 294 |
|
|
2025
Q1 | $480K | Buy |
4,396
+2,044
| +87% | +$223K | 0.01% | 200 |
|
|
2024
Q4 | $217K | Sell |
2,352
-1,042
| -31% | -$96.1K | ﹤0.01% | 206 |
|
|
2024
Q3 | $348K | Buy |
+3,394
| New | +$348K | 0.01% | 189 |
|
|
2022
Q4 | – | Sell |
-1,362
| Closed | -$121K | – | 679 |
|
|
2022
Q3 | $121K | Buy |
1,362
+687
| +102% | +$61K | ﹤0.01% | 352 |
|
|
2022
Q2 | $65K | Buy |
+675
| New | +$65K | ﹤0.01% | 472 |
|
|
2021
Q3 | – | Sell |
-1,103
| Closed | -$304K | – | 676 |
|
|
2021
Q2 | $304K | Buy |
+1,103
| New | +$304K | 0.01% | 543 |
|
|
2021
Q1 | – | Sell |
-1,463
| Closed | -$392K | – | 730 |
|
|
2020
Q4 | $392K | Hold |
1,463
| – | – | 0.01% | 395 |
|
|
2020
Q3 | $120K | Buy |
+1,463
| New | +$120K | ﹤0.01% | 377 |
|
|
2019
Q4 | – | Sell |
-4,129
| Closed | -$387K | – | 464 |
|
|
2019
Q3 | $387K | Buy |
+4,129
| New | +$387K | 0.02% | 133 |
|