HFM
Hartford Financial Management’s American Electric Power AEP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $208K | Hold |
2,000
| – | – | 0.06% | 127 |
|
2025
Q1 | $219K | Hold |
2,000
| – | – | 0.05% | 153 |
|
2024
Q4 | $184K | Sell |
2,000
-800
| -29% | -$73.8K | 0.04% | 154 |
|
2024
Q3 | $287K | Hold |
2,800
| – | – | 0.06% | 147 |
|
2024
Q2 | $246K | Hold |
2,800
| – | – | 0.05% | 148 |
|
2024
Q1 | $241K | Sell |
2,800
-12,000
| -81% | -$1.03M | 0.05% | 150 |
|
2023
Q4 | $1.2M | Sell |
14,800
-4
| -0% | -$325 | 0.27% | 104 |
|
2023
Q3 | $1.11M | Sell |
14,804
-700
| -5% | -$52.7K | 0.28% | 104 |
|
2023
Q2 | $1.31M | Buy |
15,504
+4
| +0% | +$337 | 0.32% | 94 |
|
2023
Q1 | $1.41M | Hold |
15,500
| – | – | 0.36% | 90 |
|
2022
Q4 | $1.47M | Hold |
15,500
| – | – | 0.39% | 88 |
|
2022
Q3 | $1.34M | Hold |
15,500
| – | – | 0.39% | 86 |
|
2022
Q2 | $1.49M | Hold |
15,500
| – | – | 0.41% | 82 |
|
2022
Q1 | $1.55M | Hold |
15,500
| – | – | 0.37% | 90 |
|
2021
Q4 | $1.38M | Buy |
15,500
+11,921
| +333% | +$1.06M | 0.32% | 98 |
|
2021
Q3 | $291K | Buy |
3,579
+79
| +2% | +$6.42K | 0.07% | 137 |
|
2021
Q2 | $296K | Hold |
3,500
| – | – | 0.07% | 138 |
|
2021
Q1 | $296K | Hold |
3,500
| – | – | 0.07% | 136 |
|
2020
Q4 | $291K | Hold |
3,500
| – | – | 0.08% | 135 |
|
2020
Q3 | $286K | Hold |
3,500
| – | – | 0.08% | 131 |
|
2020
Q2 | $279K | Hold |
3,500
| – | – | 0.09% | 132 |
|
2020
Q1 | $280K | Hold |
3,500
| – | – | 0.11% | 123 |
|
2019
Q4 | $331K | Hold |
3,500
| – | – | 0.1% | 127 |
|
2019
Q3 | $328K | Sell |
3,500
-2,266
| -39% | -$212K | 0.11% | 126 |
|
2019
Q2 | $507K | Sell |
5,766
-500
| -8% | -$44K | 0.17% | 118 |
|
2019
Q1 | $525K | Hold |
6,266
| – | – | 0.18% | 113 |
|
2018
Q4 | $468K | Sell |
6,266
-394
| -6% | -$29.4K | 0.18% | 115 |
|
2018
Q3 | $472K | Hold |
6,660
| – | – | 0.16% | 119 |
|
2018
Q2 | $461K | Buy |
6,660
+300
| +5% | +$20.8K | 0.16% | 120 |
|
2018
Q1 | $436K | Buy |
6,360
+1,500
| +31% | +$103K | 0.22% | 87 |
|
2017
Q4 | $357K | Sell |
4,860
-500
| -9% | -$36.7K | 0.18% | 95 |
|
2017
Q3 | $376K | Hold |
5,360
| – | – | 0.19% | 92 |
|
2017
Q2 | $372K | Hold |
5,360
| – | – | 0.17% | 101 |
|
2017
Q1 | $359K | Hold |
5,360
| – | – | 0.22% | 87 |
|
2016
Q4 | $337K | Buy |
5,360
+3,000
| +127% | +$189K | 0.2% | 92 |
|
2016
Q3 | $151K | Hold |
2,360
| – | – | 0.09% | 128 |
|
2016
Q2 | $165K | Hold |
2,360
| – | – | 0.1% | 121 |
|
2016
Q1 | $156K | Hold |
2,360
| – | – | 0.1% | 119 |
|
2015
Q4 | $137K | Sell |
2,360
-500
| -17% | -$29K | 0.09% | 127 |
|
2015
Q3 | $162K | Hold |
2,860
| – | – | 0.11% | 110 |
|
2015
Q2 | $151K | Buy |
+2,860
| New | +$151K | 0.09% | 121 |
|
2015
Q1 | – | Sell |
-2,860
| Closed | -$173K | – | 112 |
|
2014
Q4 | $173K | Hold |
2,860
| – | – | 0.11% | 107 |
|
2014
Q3 | $149K | Hold |
2,860
| – | – | 0.09% | 120 |
|
2014
Q2 | $159K | Sell |
2,860
-5,000
| -64% | -$278K | 0.1% | 112 |
|
2014
Q1 | $398K | Sell |
7,860
-600
| -7% | -$30.4K | 0.26% | 85 |
|
2013
Q4 | $395K | Buy |
8,460
+5,500
| +186% | +$257K | 0.26% | 87 |
|
2013
Q3 | $128K | Buy |
2,960
+600
| +25% | +$25.9K | 0.09% | 119 |
|
2013
Q2 | $106K | Buy |
+2,360
| New | +$106K | 0.07% | 129 |
|