Heartland Bank & Trust’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
Q1 | – | Sell |
-4,187
| Closed | -$386K | – | 162 |
|
|
2024
Q4 | $386K | Sell |
4,187
-132
| -3% | -$12.2K | 0.21% | 100 |
|
|
2024
Q3 | $443K | Sell |
4,319
-159
| -4% | -$16.3K | 0.24% | 96 |
|
|
2024
Q2 | $393K | Buy |
4,478
+39
| +0.9% | +$3.42K | 0.22% | 102 |
|
|
2024
Q1 | $382K | Buy |
+4,439
| New | +$382K | 0.22% | 106 |
|
|
2023
Q4 | – | Sell |
-4,771
| Closed | -$359K | – | 124 |
|
|
2023
Q3 | $359K | Buy |
4,771
+76
| +2% | +$5.72K | 0.28% | 99 |
|
|
2023
Q2 | $395K | Sell |
4,695
-487
| -9% | -$41K | 0.31% | 94 |
|
|
2023
Q1 | $472K | Buy |
5,182
+310
| +6% | +$28.2K | 0.36% | 90 |
|
|
2022
Q4 | $463K | Buy |
+4,872
| New | +$463K | 0.34% | 85 |
|