HeadInvest LLC’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 Q2	–	Sell	-2,311	Closed	-$253K	–	207
2025 Q1	$253K	Hold	2,311	–	–	0.05%	208
2024 Q4	$213K	Buy	2,311 +23	+1%	+$2.23K	0.04%	223
2024 Q3	$235K	Hold	2,288	–	–	0.04%	222
2024 Q2	$201K	Buy	+2,288	New	+$200K	0.04%	223
2023 Q4	–	Sell	-2,288	Closed	-$164K	–	238
2023 Q3	$164K	Buy	+2,288	New	+$186K	0.04%	235
2023 Q2	–	Sell	-2,288	Closed	-$208K	–	226
2023 Q1	$208K	Sell	2,288 -25	-1%	-$2.29K	0.05%	216
2022 Q4	$220K	Buy	+2,313	New	+$211K	0.05%	210
2022 Q3	–	Sell	-2,313	Closed	-$222K	–	212
2022 Q2	$222K	Buy	2,313 +25	+1%	+$2.48K	0.05%	205
2022 Q1	$228K	Hold	2,288	–	–	0.04%	215
2021 Q4	$204K	Buy	+2,288	New	+$193K	0.04%	230
2020 Q1	–	Sell	-2,288	Closed	-$216K	–	167
2019 Q4	$216K	Hold	2,288	–	–	0.06%	186
2019 Q3	$214K	Hold	2,288	–	–	0.06%	178
2019 Q2	$201K	Buy	+2,288	New	+$197K	0.06%	179
2016 Q3	–	Sell	-2,888	Closed	-$202K	–	133
2016 Q2	$202K	Buy	+2,888	New	+$189K	0.08%	124