IMA Advisory Services’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 | $33.4K | Buy |
322
+4
| +1% | +$415 | ﹤0.01% | 250 |
|
|
2025
Q1 | $34.7K | Buy |
+318
| New | +$34.7K | ﹤0.01% | 252 |
|
|
2024
Q4 | – | Sell |
-318
| Closed | -$32.6K | – | 171 |
|
|
2024
Q3 | $32.6K | Buy |
+318
| New | +$32.6K | 0.01% | 199 |
|
|
2023
Q4 | – | Sell |
-368
| Closed | -$27.7K | – | 74 |
|
|
2023
Q3 | $27.7K | Hold |
368
| – | – | 0.01% | 203 |
|
|
2023
Q2 | $31K | Buy |
368
+159
| +76% | +$13.4K | 0.01% | 204 |
|
|
2023
Q1 | $19K | Sell |
209
-159
| -43% | -$14.5K | ﹤0.01% | 215 |
|
|
2022
Q4 | $34.9K | Hold |
368
| – | – | 0.01% | 197 |
|
|
2022
Q3 | $32K | Hold |
368
| – | – | 0.01% | 198 |
|
|
2022
Q2 | $35K | Buy |
368
+50
| +16% | +$4.76K | 0.01% | 201 |
|
|
2022
Q1 | $32K | Hold |
318
| – | – | 0.01% | 178 |
|
|
2021
Q4 | $28K | Hold |
318
| – | – | 0.01% | 191 |
|
|
2021
Q3 | $26K | Hold |
318
| – | – | 0.01% | 181 |
|
|
2021
Q2 | $27K | Hold |
318
| – | – | 0.01% | 175 |
|
|
2021
Q1 | $27K | Hold |
318
| – | – | 0.01% | 178 |
|
|
2020
Q4 | $26K | Hold |
318
| – | – | 0.01% | 165 |
|
|
2020
Q3 | $26K | Hold |
318
| – | – | 0.01% | 165 |
|
|
2020
Q2 | $25K | Hold |
318
| – | – | 0.01% | 167 |
|
|
2020
Q1 | $25K | Sell |
318
-26
| -8% | -$2.04K | 0.01% | 171 |
|
|
2019
Q4 | $32K | Hold |
344
| – | – | 0.01% | 164 |
|
|
2019
Q3 | $32K | Buy |
344
+1
| +0.3% | +$93 | 0.01% | 168 |
|
|
2019
Q2 | $30K | Buy |
+343
| New | +$30K | 0.01% | 166 |
|