HF Advisory Group’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 | $453K | Sell |
4,368
-211
| -5% | -$21.9K | 0.18% | 130 |
|
|
2025
Q1 | $500K | Buy |
4,579
+114
| +3% | +$12.5K | 0.22% | 125 |
|
|
2024
Q4 | $412K | Buy |
4,465
+41
| +0.9% | +$3.78K | 0.19% | 124 |
|
|
2024
Q3 | $454K | Sell |
4,424
-111
| -2% | -$11.4K | 0.21% | 127 |
|
|
2024
Q2 | $398K | Buy |
4,535
+113
| +3% | +$9.92K | 0.21% | 127 |
|
|
2024
Q1 | $381K | Buy |
4,422
+302
| +7% | +$26K | 0.21% | 127 |
|
|
2023
Q4 | $335K | Buy |
4,120
+324
| +9% | +$26.3K | 0.21% | 125 |
|
|
2023
Q3 | $286K | Buy |
3,796
+206
| +6% | +$15.5K | 0.21% | 126 |
|
|
2023
Q2 | $302K | Buy |
3,590
+276
| +8% | +$23.2K | 0.24% | 115 |
|
|
2023
Q1 | $302K | Buy |
3,314
+372
| +13% | +$33.8K | 0.27% | 105 |
|
|
2022
Q4 | $279K | Buy |
+2,942
| New | +$279K | 0.28% | 108 |
|