Heritage Wealth Advisors’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 | $134K | Buy |
1,293
+36
| +3% | +$3.74K | 0.01% | 226 |
|
|
2025
Q1 | $137K | Hold |
1,257
| – | – | 0.01% | 223 |
|
|
2024
Q4 | $116K | Hold |
1,257
| – | – | 0.01% | 243 |
|
|
2024
Q3 | $129K | Sell |
1,257
-400
| -24% | -$41K | 0.01% | 246 |
|
|
2024
Q2 | $145K | Buy |
1,657
+400
| +32% | +$35.1K | 0.01% | 230 |
|
|
2024
Q1 | $108K | Buy |
1,257
+260
| +26% | +$22.4K | ﹤0.01% | 255 |
|
|
2023
Q4 | $81K | Buy |
997
+450
| +82% | +$36.5K | ﹤0.01% | 288 |
|
|
2023
Q3 | $41.1K | Sell |
547
-383
| -41% | -$28.8K | ﹤0.01% | 316 |
|
|
2023
Q2 | $78.3K | Hold |
930
| – | – | ﹤0.01% | 278 |
|
|
2023
Q1 | $84.6K | Sell |
930
-257
| -22% | -$23.4K | ﹤0.01% | 271 |
|
|
2022
Q4 | $113K | Hold |
1,187
| – | – | 0.01% | 256 |
|
|
2022
Q3 | $103K | Hold |
1,187
| – | – | 0.01% | 248 |
|
|
2022
Q2 | $114K | Hold |
1,187
| – | – | 0.01% | 248 |
|
|
2022
Q1 | $118K | Hold |
1,187
| – | – | 0.01% | 236 |
|
|
2021
Q4 | $106K | Hold |
1,187
| – | – | 0.01% | 258 |
|
|
2021
Q3 | $96.3K | Sell |
1,187
-350
| -23% | -$28.4K | 0.01% | 257 |
|
|
2021
Q2 | $130K | Hold |
1,537
| – | – | 0.01% | 233 |
|
|
2021
Q1 | $130K | Hold |
1,537
| – | – | 0.01% | 236 |
|
|
2020
Q4 | $128K | Hold |
1,537
| – | – | 0.01% | 232 |
|
|
2020
Q3 | $126K | Hold |
1,537
| – | – | 0.02% | 187 |
|
|
2020
Q2 | $122K | Hold |
1,537
| – | – | 0.02% | 180 |
|
|
2020
Q1 | $123K | Hold |
1,537
| – | – | 0.02% | 169 |
|
|
2019
Q4 | $145K | Sell |
1,537
-232
| -13% | -$21.9K | 0.02% | 198 |
|
|
2019
Q3 | $165K | Buy |
1,769
+732
| +71% | +$68.3K | 0.02% | 173 |
|
|
2019
Q2 | $91.3K | Buy |
1,037
+804
| +345% | +$70.7K | 0.01% | 200 |
|
|
2019
Q1 | $19.5K | Buy |
+233
| New | +$19.5K | ﹤0.01% | 309 |
|