Indiana Trust & Investment Management’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 | $524K | Hold |
5,051
| – | – | 0.17% | 97 |
|
|
2025
Q1 | $552K | Buy |
5,051
+450
| +10% | +$49.2K | 0.2% | 93 |
|
|
2024
Q4 | $424K | Sell |
4,601
-666
| -13% | -$61.4K | 0.14% | 109 |
|
|
2024
Q3 | $540K | Sell |
5,267
-25
| -0.5% | -$2.57K | 0.18% | 98 |
|
|
2024
Q2 | $464K | Sell |
5,292
-15
| -0.3% | -$1.32K | 0.17% | 98 |
|
|
2024
Q1 | $457K | Hold |
5,307
| – | – | 0.18% | 96 |
|
|
2023
Q4 | $431K | Buy |
5,307
+454
| +9% | +$36.9K | 0.19% | 98 |
|
|
2023
Q3 | $365K | Buy |
4,853
+47
| +1% | +$3.54K | 0.18% | 102 |
|
|
2023
Q2 | $405K | Buy |
4,806
+1
| +0% | +$84 | 0.21% | 75 |
|
|
2023
Q1 | $437K | Sell |
4,805
-265
| -5% | -$24.1K | 0.24% | 73 |
|
|
2022
Q4 | $481 | Hold |
5,070
| – | – | 0.27% | 66 |
|
|
2022
Q3 | $438K | Hold |
5,070
| – | – | 0.27% | 68 |
|
|
2022
Q2 | $486K | Sell |
5,070
-80
| -2% | -$7.67K | 0.27% | 63 |
|
|
2022
Q1 | $514K | Sell |
5,150
-200
| -4% | -$20K | 0.25% | 67 |
|
|
2021
Q4 | $476K | Hold |
5,350
| – | – | 0.22% | 72 |
|
|
2021
Q3 | $434K | Buy |
5,350
+596
| +13% | +$48.3K | 0.22% | 76 |
|
|
2021
Q2 | $396K | Sell |
4,754
-372
| -7% | -$31K | 0.22% | 75 |
|
|
2021
Q1 | $434K | Buy |
5,126
+372
| +8% | +$31.5K | 0.23% | 76 |
|
|
2020
Q4 | $396K | Sell |
4,754
-135
| -3% | -$11.2K | 0.22% | 75 |
|
|
2020
Q3 | $399K | Hold |
4,889
| – | – | 0.24% | 69 |
|
|
2020
Q2 | $389K | Sell |
4,889
-22
| -0.4% | -$1.75K | 0.24% | 67 |
|
|
2020
Q1 | $392K | Sell |
4,911
-243
| -5% | -$19.4K | 0.28% | 66 |
|
|
2019
Q4 | $487K | Sell |
5,154
-135
| -3% | -$12.8K | 0.27% | 68 |
|
|
2019
Q3 | $496K | Sell |
5,289
-670
| -11% | -$62.8K | 0.28% | 69 |
|
|
2019
Q2 | $524K | Buy |
5,959
+33
| +0.6% | +$2.9K | 0.29% | 67 |
|
|
2019
Q1 | $496K | Sell |
5,926
-764
| -11% | -$63.9K | 0.26% | 73 |
|
|
2018
Q4 | $500K | Hold |
6,690
| – | – | 0.28% | 72 |
|
|
2018
Q3 | $474K | Sell |
6,690
-85
| -1% | -$6.02K | 0.22% | 78 |
|
|
2018
Q2 | $469K | Sell |
6,775
-605
| -8% | -$41.9K | 0.22% | 79 |
|
|
2018
Q1 | $506K | Sell |
7,380
-15
| -0.2% | -$1.03K | 0.23% | 81 |
|
|
2017
Q4 | $544K | Buy |
7,395
+410
| +6% | +$30.2K | 0.25% | 75 |
|
|
2017
Q3 | $491K | Hold |
6,985
| – | – | 0.24% | 76 |
|
|
2017
Q2 | $485K | Sell |
6,985
-48
| -0.7% | -$3.33K | 0.24% | 76 |
|
|
2017
Q1 | $472K | Sell |
7,033
-125
| -2% | -$8.39K | 0.24% | 75 |
|
|
2016
Q4 | $451K | Sell |
7,158
-200
| -3% | -$12.6K | 0.23% | 80 |
|
|
2016
Q3 | $472K | Hold |
7,358
| – | – | 0.24% | 76 |
|
|
2016
Q2 | $516K | Sell |
7,358
-105
| -1% | -$7.36K | 0.26% | 74 |
|
|
2016
Q1 | $496K | Sell |
7,463
-15,708
| -68% | -$1.04M | 0.26% | 75 |
|
|
2015
Q4 | $1.41M | Buy |
23,171
+15,708
| +210% | +$954K | 0.73% | 42 |
|
|
2015
Q3 | $424K | Sell |
7,463
-495
| -6% | -$28.1K | 0.24% | 79 |
|
|
2015
Q2 | $422K | Sell |
7,958
-3
| -0% | -$159 | 0.22% | 85 |
|
|
2015
Q1 | $448K | Sell |
7,961
-15,210
| -66% | -$856K | 0.23% | 82 |
|
|
2014
Q4 | $1.41M | Sell |
23,171
-1,725
| -7% | -$105K | 0.73% | 42 |
|
|
2014
Q3 | $1.3M | Sell |
24,896
-170
| -0.7% | -$8.88K | 0.68% | 46 |
|
|
2014
Q2 | $1.4M | Buy |
25,066
+299
| +1% | +$16.7K | 0.81% | 42 |
|
|
2014
Q1 | $1.26M | Sell |
24,767
-885
| -3% | -$44.8K | 0.78% | 40 |
|
|
2013
Q4 | $1.2M | Sell |
25,652
-780
| -3% | -$36.4K | 0.68% | 42 |
|
|
2013
Q3 | $1.15M | Sell |
26,432
-255
| -1% | -$11.1K | 0.69% | 42 |
|
|
2013
Q2 | $1.2M | Buy |
+26,687
| New | +$1.2M | 0.99% | 43 |
|