HBK Sorce Advisory’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.25M | Buy |
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|
2025
Q2 | $1.03M | Sell |
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|
2025
Q1 | $1.1M | Buy |
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|
2024
Q4 | $887K | Buy |
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|
2024
Q3 | $855K | Sell |
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|
2024
Q2 | $746K | Sell |
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|
2024
Q1 | $786K | Buy |
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|
2023
Q4 | $722K | Sell |
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|
2023
Q3 | $724K | Sell |
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|
2023
Q2 | $811K | Sell |
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|
2023
Q1 | $911K | Sell |
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|
2022
Q4 | $1.43M | Buy |
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|
2022
Q3 | $643K | Buy |
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|
2022
Q2 | $487K | Sell |
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|
2022
Q1 | $871K | Sell |
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|
2021
Q4 | $942K | Sell |
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|
2021
Q3 | $866K | Buy |
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|
2021
Q2 | $831K | Sell |
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|
2021
Q1 | $891K | Buy |
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|
2020
Q4 | $870K | Buy |
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|
2020
Q3 | $825K | Buy |
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|
2020
Q2 | $758K | Buy |
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|
2020
Q1 | $742K | Buy |
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|
2019
Q4 | $877K | Sell |
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|
2019
Q3 | $882K | Buy |
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|
2019
Q2 | $826K | Sell |
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|
2019
Q1 | $798K | Sell |
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|
2018
Q4 | $865K | Buy |
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|
2018
Q3 | $793K | Sell |
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|
2018
Q2 | $775K | Sell |
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|
2018
Q1 | $797K | Buy |
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|
2017
Q4 | $843K | Buy |
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|
2017
Q3 | $712K | Sell |
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|
2017
Q2 | $704K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $580K | Buy |
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|
2016
Q3 | $563K | Sell |
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|
2016
Q2 | $669K | Buy |
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|
2016
Q1 | $628K | Sell |
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|
2015
Q4 | $570K | Buy |
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|
2015
Q3 | $537K | Buy |
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|
2015
Q2 | $413K | Sell |
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|
2015
Q1 | $439K | Buy |
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|
2014
Q4 | $404K | Sell |
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|
2014
Q3 | $352K | Sell |
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|
2014
Q2 | $397K | Sell |
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|
2014
Q1 | $392K | Buy |
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|
2013
Q4 | $315K | Hold |
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|
2013
Q3 | $292K | Sell |
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|
2013
Q2 | $616K | Buy |
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