HeadInvest LLC’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 | – | Sell |
-2,311
| Closed | -$253K | – | 207 |
|
|
2025
Q1 | $253K | Hold |
2,311
| – | – | 0.05% | 208 |
|
|
2024
Q4 | $213K | Buy |
2,311
+23
| +1% | +$2.12K | 0.04% | 223 |
|
|
2024
Q3 | $235K | Hold |
2,288
| – | – | 0.04% | 222 |
|
|
2024
Q2 | $201K | Buy |
+2,288
| New | +$201K | 0.04% | 223 |
|
|
2023
Q4 | – | Sell |
-2,288
| Closed | -$164K | – | 238 |
|
|
2023
Q3 | $164K | Buy |
+2,288
| New | +$164K | 0.04% | 235 |
|
|
2023
Q2 | – | Sell |
-2,288
| Closed | -$208K | – | 226 |
|
|
2023
Q1 | $208K | Sell |
2,288
-25
| -1% | -$2.28K | 0.05% | 216 |
|
|
2022
Q4 | $220K | Buy |
+2,313
| New | +$220K | 0.05% | 210 |
|
|
2022
Q3 | – | Sell |
-2,313
| Closed | -$222K | – | 212 |
|
|
2022
Q2 | $222K | Buy |
2,313
+25
| +1% | +$2.4K | 0.05% | 205 |
|
|
2022
Q1 | $228K | Hold |
2,288
| – | – | 0.04% | 215 |
|
|
2021
Q4 | $204K | Buy |
+2,288
| New | +$204K | 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 | +$201K | 0.06% | 179 |
|
|
2016
Q3 | – | Sell |
-2,888
| Closed | -$202K | – | 133 |
|
|
2016
Q2 | $202K | Buy |
+2,888
| New | +$202K | 0.08% | 124 |
|