IFS 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 | $59.2K | Sell |
571
-300
| -34% | -$31.1K | 0.04% | 36 |
|
|
2025
Q1 | $95.2K | Hold |
871
| – | – | 0.08% | 27 |
|
|
2024
Q4 | $80.3K | Buy |
871
+300
| +53% | +$27.7K | 0.06% | 27 |
|
|
2024
Q3 | $58.6K | Hold |
571
| – | – | 0.05% | 29 |
|
|
2024
Q2 | $50.1K | Hold |
571
| – | – | 0.04% | 29 |
|
|
2024
Q1 | $49.2K | Hold |
571
| – | – | 0.04% | 29 |
|
|
2023
Q4 | $46.4K | Hold |
571
| – | – | 0.06% | 27 |
|
|
2023
Q3 | $43K | Hold |
571
| – | – | 0.08% | 26 |
|
|
2023
Q2 | $48.1K | Hold |
571
| – | – | 0.12% | 23 |
|
|
2023
Q1 | $52K | Hold |
571
| – | – | 0.21% | 20 |
|
|
2022
Q4 | $54.2K | Hold |
571
| – | – | 0.09% | 24 |
|
|
2022
Q3 | $49K | Hold |
571
| – | – | 0.09% | 24 |
|
|
2022
Q2 | $54K | Hold |
571
| – | – | 0.14% | 22 |
|
|
2022
Q1 | $56K | Hold |
571
| – | – | 0.05% | 23 |
|
|
2021
Q4 | $50K | Buy |
+571
| New | +$50K | 0.04% | 35 |
|
|
2021
Q1 | – | Sell |
-571
| Closed | -$47K | – | 26 |
|
|
2020
Q4 | $47K | Buy |
+571
| New | +$47K | 0.04% | 47 |
|