Institutional & Family Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $3.51K | Hold |
40
| – | – | ﹤0.01% | 534 |
|
|
2024
Q1 | $3.44K | Hold |
40
| – | – | ﹤0.01% | 530 |
|
|
2023
Q4 | $3.25K | Hold |
40
| – | – | ﹤0.01% | 528 |
|
|
2023
Q3 | $3.01K | Hold |
40
| – | – | ﹤0.01% | 524 |
|
|
2023
Q2 | $3.37K | Hold |
40
| – | – | ﹤0.01% | 527 |
|
|
2023
Q1 | $3.64K | Hold |
40
| – | – | ﹤0.01% | 511 |
|
|
2022
Q4 | $3.8K | Hold |
40
| – | – | ﹤0.01% | 502 |
|
|
2022
Q3 | $3K | Hold |
40
| – | – | ﹤0.01% | 532 |
|
|
2022
Q2 | $4K | Hold |
40
| – | – | ﹤0.01% | 509 |
|
|
2022
Q1 | $4K | Hold |
40
| – | – | ﹤0.01% | 565 |
|
|
2021
Q4 | $4K | Hold |
40
| – | – | ﹤0.01% | 578 |
|
|
2021
Q3 | $3K | Hold |
40
| – | – | ﹤0.01% | 720 |
|
|
2021
Q2 | $3K | Hold |
40
| – | – | ﹤0.01% | 761 |
|
|
2021
Q1 | $3K | Sell |
40
-130
| -76% | -$9.75K | ﹤0.01% | 739 |
|
|
2020
Q4 | $14K | Hold |
170
| – | – | ﹤0.01% | 478 |
|
|
2020
Q3 | $14K | Hold |
170
| – | – | ﹤0.01% | 438 |
|
|
2020
Q2 | $14K | Buy |
170
+94
| +124% | +$7.74K | ﹤0.01% | 436 |
|
|
2020
Q1 | $6K | Buy |
76
+11
| +17% | +$868 | ﹤0.01% | 508 |
|
|
2019
Q4 | $6K | Buy |
65
+25
| +63% | +$2.31K | ﹤0.01% | 561 |
|
|
2019
Q3 | $4K | Hold |
40
| – | – | ﹤0.01% | 580 |
|
|
2019
Q2 | $4K | Hold |
40
| – | – | ﹤0.01% | 611 |
|
|
2019
Q1 | $3K | Hold |
40
| – | – | ﹤0.01% | 645 |
|
|
2018
Q4 | $3K | Sell |
40
-2,500
| -98% | -$188K | ﹤0.01% | 625 |
|
|
2018
Q3 | $180K | Hold |
2,540
| – | – | 0.04% | 196 |
|
|
2018
Q2 | $176K | Buy |
2,540
+2,500
| +6,250% | +$173K | 0.04% | 189 |
|
|
2018
Q1 | $3K | Buy |
+40
| New | +$3K | ﹤0.01% | 644 |
|