Heritage Trust’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 | $829K | Buy |
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|
2025
Q2 | $704K | Sell |
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|
2025
Q1 | $831K | Sell |
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|
2024
Q4 | $709K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $235K | Hold |
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|
2019
Q3 | $233K | Hold |
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|
2019
Q2 | $219K | Hold |
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|
2019
Q1 | $208K | Buy |
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|
2018
Q4 | $16K | Hold |
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|
2018
Q3 | $15K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $1K | Hold |
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|
2017
Q1 | $1K | Buy |
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