Independent Advisor Alliance’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 | $3.77M | Sell |
36,307
-2,033
| -5% | -$211K | 0.11% | 164 |
|
|
2025
Q1 | $4.19M | Buy |
38,340
+2,877
| +8% | +$314K | 0.14% | 129 |
|
|
2024
Q4 | $3.27M | Buy |
35,463
+5,603
| +19% | +$517K | 0.04% | 370 |
|
|
2024
Q3 | $3.06M | Sell |
29,860
-739
| -2% | -$75.8K | 0.11% | 160 |
|
|
2024
Q2 | $2.68M | Buy |
30,599
+5,449
| +22% | +$478K | 0.09% | 181 |
|
|
2024
Q1 | $2.17M | Buy |
25,150
+962
| +4% | +$82.8K | 0.08% | 206 |
|
|
2023
Q4 | $1.96M | Buy |
24,188
+1,866
| +8% | +$152K | 0.07% | 211 |
|
|
2023
Q3 | $1.68M | Buy |
22,322
+15,489
| +227% | +$1.17M | 0.08% | 215 |
|
|
2023
Q2 | $575K | Sell |
6,833
-1,275
| -16% | -$107K | 0.03% | 402 |
|
|
2023
Q1 | $738K | Sell |
8,108
-11,893
| -59% | -$1.08M | 0.04% | 337 |
|
|
2022
Q4 | $1.9K | Buy |
20,001
+442
| +2% | +$42 | ﹤0.01% | 257 |
|
|
2022
Q3 | $1.69M | Buy |
19,559
+12,187
| +165% | +$1.05M | 0.1% | 195 |
|
|
2022
Q2 | $707K | Buy |
7,372
+364
| +5% | +$34.9K | 0.04% | 317 |
|
|
2022
Q1 | $699K | Buy |
7,008
+568
| +9% | +$56.7K | 0.03% | 334 |
|
|
2021
Q4 | $573K | Buy |
6,440
+21
| +0.3% | +$1.87K | 0.03% | 364 |
|
|
2021
Q3 | $521K | Buy |
6,419
+639
| +11% | +$51.9K | 0.03% | 369 |
|
|
2021
Q2 | $489K | Sell |
5,780
-393
| -6% | -$33.2K | 0.03% | 396 |
|
|
2021
Q1 | $523K | Buy |
6,173
+1,166
| +23% | +$98.8K | 0.03% | 364 |
|
|
2020
Q4 | $417K | Sell |
5,007
-477
| -9% | -$39.7K | 0.03% | 374 |
|
|
2020
Q3 | $448K | Sell |
5,484
-287
| -5% | -$23.4K | 0.03% | 317 |
|
|
2020
Q2 | $460K | Sell |
5,771
-1,798
| -24% | -$143K | 0.05% | 284 |
|
|
2020
Q1 | $605K | Sell |
7,569
-90
| -1% | -$7.19K | 0.09% | 188 |
|
|
2019
Q4 | $724K | Buy |
7,659
+421
| +6% | +$39.8K | 0.03% | 447 |
|
|
2019
Q3 | $678K | Sell |
7,238
-6,002
| -45% | -$562K | 0.08% | 207 |
|
|
2019
Q2 | $1.17M | Sell |
13,240
-426
| -3% | -$37.5K | 0.17% | 125 |
|
|
2019
Q1 | $1.14M | Buy |
13,666
+9,132
| +201% | +$764K | 0.16% | 126 |
|
|
2018
Q4 | $339K | Buy |
4,534
+1,262
| +39% | +$94.4K | 0.06% | 264 |
|
|
2018
Q3 | $227K | Buy |
3,272
+275
| +9% | +$19.1K | 0.04% | 303 |
|
|
2018
Q2 | $204K | Sell |
2,997
-756
| -20% | -$51.5K | 0.04% | 313 |
|
|
2018
Q1 | $256K | Buy |
3,753
+138
| +4% | +$9.41K | 0.06% | 266 |
|
|
2017
Q4 | $258K | Buy |
+3,615
| New | +$258K | 0.06% | 262 |
|