Holos Integrated Wealth’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
$11.3K Hold
100
0.01% 187
2025
Q1
$10.9K Sell
100
-500
-83% -$54.6K 0.01% 192
2024
Q4
$55.3K Buy
+600
New +$55.3K 0.04% 107