J.W. Cole Advisors’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $4.02M | Sell |
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|
2025
Q3 | $4.69M | Buy |
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|
2025
Q2 | $4.22M | Buy |
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|
2025
Q1 | $3.89M | Buy |
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|
2024
Q4 | $1.65M | Sell |
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|
2024
Q3 | $1.84M | Buy |
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|
2024
Q2 | $1.48M | Buy |
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|
2024
Q1 | $1.4M | Buy |
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|
2023
Q4 | $1.23M | Sell |
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|
2023
Q3 | $1.15M | Buy |
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|
2023
Q2 | $1.22M | Sell |
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|
2023
Q1 | $1.4M | Buy |
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|
2022
Q4 | $1.29M | Sell |
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|
2022
Q3 | $1.25M | Sell |
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|
2022
Q2 | $1.49M | Buy |
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|
2022
Q1 | $1.51M | Sell |
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|
2021
Q4 | $1.4M | Sell |
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|
2021
Q3 | $1.29M | Buy |
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|
2021
Q2 | $1.15M | Sell |
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|
2021
Q1 | $1.19M | Buy |
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|
2020
Q4 | $1.13M | Sell |
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|
2020
Q3 | $1.46M | Buy |
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|
2020
Q2 | $1.19M | Buy |
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|
2020
Q1 | $274K | Sell |
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|
2019
Q4 | $1.45M | Buy |
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