IFG Advisory’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 | $260K | Buy |
2,510
+4
| +0.2% | +$415 | 0.01% | 642 |
|
|
2025
Q1 | $274K | Sell |
2,506
-27
| -1% | -$2.95K | 0.02% | 584 |
|
|
2024
Q4 | $234K | Buy |
+2,533
| New | +$234K | 0.01% | 603 |
|
|
2024
Q3 | – | Sell |
-2,489
| Closed | -$218K | – | 390 |
|
|
2024
Q2 | $218K | Buy |
+2,489
| New | +$218K | 0.01% | 571 |
|
|
2024
Q1 | – | Sell |
-2,484
| Closed | -$202K | – | 370 |
|
|
2023
Q4 | $202K | Buy |
+2,484
| New | +$202K | 0.01% | 555 |
|
|
2023
Q2 | – | Sell |
-2,467
| Closed | -$225K | – | 327 |
|
|
2023
Q1 | $225K | Buy |
2,467
+3
| +0.1% | +$273 | 0.02% | 470 |
|
|
2022
Q4 | $233K | Sell |
2,464
-2,642
| -52% | -$250K | 0.02% | 436 |
|
|
2022
Q3 | $441K | Buy |
5,106
+2,592
| +103% | +$224K | 0.04% | 340 |
|
|
2022
Q2 | $241K | Sell |
2,514
-535
| -18% | -$51.3K | 0.03% | 414 |
|
|
2022
Q1 | $304K | Sell |
3,049
-122
| -4% | -$12.2K | 0.03% | 396 |
|
|
2021
Q4 | $282K | Buy |
3,171
+591
| +23% | +$52.6K | 0.03% | 411 |
|
|
2021
Q3 | $209K | Buy |
2,580
+2
| +0.1% | +$162 | 0.02% | 456 |
|
|
2021
Q2 | $218K | Sell |
2,578
-131
| -5% | -$11.1K | 0.02% | 444 |
|
|
2021
Q1 | $229K | Buy |
+2,709
| New | +$229K | 0.03% | 440 |
|
|
2020
Q1 | – | Sell |
-2,642
| Closed | -$249K | – | 357 |
|
|
2019
Q4 | $249K | Sell |
2,642
-19
| -0.7% | -$1.79K | 0.05% | 349 |
|
|
2019
Q3 | $249K | Sell |
2,661
-923
| -26% | -$86.4K | 0.05% | 336 |
|
|
2019
Q2 | $315K | Buy |
3,584
+350
| +11% | +$30.8K | 0.06% | 263 |
|
|
2019
Q1 | $270K | Sell |
3,234
-572
| -15% | -$47.8K | 0.05% | 277 |
|
|
2018
Q4 | $284K | Buy |
3,806
+389
| +11% | +$29K | 0.07% | 248 |
|
|
2018
Q3 | $242K | Buy |
3,417
+56
| +2% | +$3.97K | 0.05% | 328 |
|
|
2018
Q2 | $232K | Buy |
3,361
+13
| +0.4% | +$897 | 0.05% | 317 |
|
|
2018
Q1 | $229K | Buy |
3,348
+107
| +3% | +$7.32K | 0.05% | 306 |
|
|
2017
Q4 | $238K | Buy |
+3,241
| New | +$238K | 0.05% | 290 |
|