HB Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.95M | Buy |
47,691
+1,033
| +2% | +$107K | 0.04% | 227 |
|
|
2025
Q1 | $5.1M | Buy |
46,658
+10,758
| +30% | +$1.18M | 0.04% | 223 |
|
|
2024
Q4 | $3.31M | Buy |
35,900
+4,741
| +15% | +$437K | 0.03% | 210 |
|
|
2024
Q3 | $3.2M | Buy |
31,159
+2,179
| +8% | +$224K | 0.03% | 213 |
|
|
2024
Q2 | $2.54M | Buy |
28,980
+7,265
| +33% | +$637K | 0.03% | 232 |
|
|
2024
Q1 | $1.87M | Buy |
21,715
+929
| +4% | +$80K | 0.02% | 260 |
|
|
2023
Q4 | $1.69M | Buy |
20,786
+19
| +0.1% | +$1.54K | 0.02% | 248 |
|
|
2023
Q3 | $1.56M | Buy |
20,767
+1,081
| +5% | +$81.3K | 0.03% | 243 |
|
|
2023
Q2 | $1.66M | Buy |
19,686
+478
| +2% | +$40.2K | 0.03% | 229 |
|
|
2023
Q1 | $1.75M | Buy |
19,208
+54
| +0.3% | +$4.91K | 0.03% | 213 |
|
|
2022
Q4 | $1.82M | Buy |
19,154
+114
| +0.6% | +$10.8K | 0.03% | 207 |
|
|
2022
Q3 | $1.65M | Buy |
19,040
+2,015
| +12% | +$174K | 0.04% | 198 |
|
|
2022
Q2 | $1.63M | Buy |
17,025
+3,370
| +25% | +$323K | 0.03% | 193 |
|
|
2022
Q1 | $1.36M | Buy |
13,655
+2,697
| +25% | +$269K | 0.03% | 225 |
|
|
2021
Q4 | $975K | Buy |
+10,958
| New | +$975K | 0.02% | 240 |
|