IFP 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 | $712K | Sell |
5,843
-224
| -4% | -$27.3K | 0.02% | 703 |
|
|
2025
Q1 | $667K | Sell |
6,067
-349
| -5% | -$38.4K | 0.02% | 679 |
|
|
2024
Q4 | $595K | Sell |
6,416
-12,437
| -66% | -$1.15M | 0.02% | 676 |
|
|
2024
Q3 | $1.93M | Sell |
18,853
-3,065
| -14% | -$314K | 0.07% | 309 |
|
|
2024
Q2 | $1.92M | Sell |
21,918
-869
| -4% | -$76.2K | 0.08% | 274 |
|
|
2024
Q1 | $1.96M | Buy |
22,787
+7,388
| +48% | +$636K | 0.09% | 254 |
|
|
2023
Q4 | $1.25M | Buy |
15,399
+5,687
| +59% | +$462K | 0.06% | 341 |
|
|
2023
Q3 | $731K | Sell |
9,712
-1,782
| -16% | -$134K | 0.03% | 481 |
|
|
2023
Q2 | $968K | Sell |
11,494
-1,797
| -14% | -$151K | 0.04% | 437 |
|
|
2023
Q1 | $898K | Sell |
13,291
-24,624
| -65% | -$1.66M | 0.04% | 421 |
|
|
2022
Q4 | $2.6M | Buy |
37,915
+14,015
| +59% | +$961K | 0.07% | 307 |
|
|
2022
Q3 | $1.63M | Buy |
23,900
+3,979
| +20% | +$271K | 0.04% | 470 |
|
|
2022
Q2 | $1.36M | Hold |
19,921
| – | – | 0.04% | 477 |
|
|
2022
Q1 | $1.36M | Buy |
19,921
+12,815
| +180% | +$872K | 0.04% | 477 |
|
|
2021
Q4 | $632K | Sell |
7,106
-476
| -6% | -$42.3K | 0.01% | 508 |
|
|
2021
Q3 | $617K | Buy |
7,582
+3,011
| +66% | +$245K | 0.01% | 505 |
|
|
2021
Q2 | $386K | Sell |
4,571
-891
| -16% | -$75.2K | 0.01% | 626 |
|
|
2021
Q1 | $462K | Buy |
5,462
+177
| +3% | +$15K | 0.01% | 545 |
|
|
2020
Q4 | $439K | Sell |
5,285
-309
| -6% | -$25.7K | 0.02% | 545 |
|
|
2020
Q3 | $457K | Buy |
5,594
+308
| +6% | +$25.2K | 0.03% | 449 |
|
|
2020
Q2 | $421K | Sell |
5,286
-295
| -5% | -$23.5K | 0.03% | 452 |
|
|
2020
Q1 | $455K | Sell |
5,581
-867
| -13% | -$70.7K | 0.05% | 371 |
|
|
2019
Q4 | $605K | Sell |
6,448
-425
| -6% | -$39.9K | 0.05% | 386 |
|
|
2019
Q3 | $646K | Buy |
+6,873
| New | +$646K | 0.04% | 426 |
|
|
2019
Q1 | $203K | Sell |
2,442
-7,358
| -75% | -$612K | 0.03% | 464 |
|
|
2018
Q4 | $732K | Sell |
9,800
-1,263
| -11% | -$94.3K | 0.04% | 430 |
|
|
2018
Q3 | $784K | Sell |
11,063
-1,530
| -12% | -$108K | 0.03% | 507 |
|
|
2018
Q2 | $872K | Sell |
12,593
-169
| -1% | -$11.7K | 0.04% | 458 |
|
|
2018
Q1 | $939K | Hold |
12,762
| – | – | 0.04% | 411 |
|
|
2017
Q4 | $939K | Sell |
12,762
-23,301
| -65% | -$1.71M | 0.04% | 410 |
|
|
2017
Q3 | $2.53M | Sell |
36,063
-302
| -0.8% | -$21.2K | 0.1% | 215 |
|
|
2017
Q2 | $2.53M | Sell |
36,365
-1,163
| -3% | -$80.8K | 0.11% | 214 |
|
|
2017
Q1 | $2.52M | Sell |
37,528
-193
| -0.5% | -$13K | 0.11% | 205 |
|
|
2016
Q4 | $2.38M | Buy |
37,721
+5,205
| +16% | +$328K | 0.11% | 194 |
|
|
2016
Q3 | $2.09M | Sell |
32,516
-1,294
| -4% | -$83.1K | 0.11% | 212 |
|
|
2016
Q2 | $2.37M | Buy |
33,810
+31,368
| +1,285% | +$2.2M | 0.13% | 164 |
|
|
2016
Q1 | $203K | Sell |
2,442
-29,120
| -92% | -$2.42M | 0.03% | 464 |
|
|
2015
Q4 | $1.84M | Buy |
+31,562
| New | +$1.84M | 0.12% | 175 |
|