Hixon Zuercher’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 | $1.6M | Buy |
15,387
+213
| +1% | +$22.1K | 0.52% | 60 |
|
|
2025
Q1 | $1.66M | Buy |
15,174
+341
| +2% | +$37.3K | 0.58% | 57 |
|
|
2024
Q4 | $1.37M | Buy |
14,833
+1,143
| +8% | +$105K | 0.53% | 61 |
|
|
2024
Q3 | $1.4M | Buy |
+13,690
| New | +$1.4M | 0.55% | 58 |
|
|
2021
Q1 | – | Sell |
-11,838
| Closed | -$986K | – | 57 |
|
|
2020
Q4 | $986K | Sell |
11,838
-165
| -1% | -$13.7K | 0.69% | 40 |
|
|
2020
Q3 | $981K | Buy |
12,003
+296
| +3% | +$24.2K | 0.75% | 39 |
|
|
2020
Q2 | $932K | Buy |
11,707
+347
| +3% | +$27.6K | 0.8% | 39 |
|
|
2020
Q1 | $909K | Sell |
11,360
-5,331
| -32% | -$427K | 1.31% | 23 |
|
|
2019
Q4 | $1.58M | Buy |
+16,691
| New | +$1.58M | 1.5% | 30 |
|