J.W. Cole Advisors’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 | $4.22M | Buy |
40,639
+5,083
| +14% | +$527K | 0.09% | 217 |
|
|
2025
Q1 | $3.89M | Buy |
35,556
+17,671
| +99% | +$1.93M | 0.12% | 175 |
|
|
2024
Q4 | $1.65M | Sell |
17,885
-44
| -0.2% | -$4.06K | 0.07% | 284 |
|
|
2024
Q3 | $1.84M | Buy |
17,929
+1,079
| +6% | +$111K | 0.08% | 258 |
|
|
2024
Q2 | $1.48M | Buy |
16,850
+533
| +3% | +$46.8K | 0.07% | 270 |
|
|
2024
Q1 | $1.4M | Buy |
16,317
+1,158
| +8% | +$99.6K | 0.07% | 268 |
|
|
2023
Q4 | $1.23M | Sell |
15,159
-193
| -1% | -$15.7K | 0.07% | 273 |
|
|
2023
Q3 | $1.15M | Buy |
15,352
+857
| +6% | +$64.5K | 0.09% | 234 |
|
|
2023
Q2 | $1.22M | Sell |
14,495
-944
| -6% | -$79.5K | 0.09% | 233 |
|
|
2023
Q1 | $1.4M | Buy |
15,439
+1,882
| +14% | +$171K | 0.1% | 227 |
|
|
2022
Q4 | $1.29M | Sell |
13,557
-908
| -6% | -$86.2K | 0.1% | 224 |
|
|
2022
Q3 | $1.25M | Sell |
14,465
-1,056
| -7% | -$91.3K | 0.1% | 218 |
|
|
2022
Q2 | $1.49M | Buy |
15,521
+386
| +3% | +$37K | 0.12% | 199 |
|
|
2022
Q1 | $1.51M | Sell |
15,135
-592
| -4% | -$59.1K | 0.1% | 220 |
|
|
2021
Q4 | $1.4M | Sell |
15,727
-196
| -1% | -$17.4K | 0.09% | 235 |
|
|
2021
Q3 | $1.29M | Buy |
15,923
+2,296
| +17% | +$186K | 0.09% | 138 |
|
|
2021
Q2 | $1.15M | Sell |
13,627
-433
| -3% | -$36.6K | 0.09% | 253 |
|
|
2021
Q1 | $1.19M | Buy |
14,060
+537
| +4% | +$45.5K | 0.11% | 215 |
|
|
2020
Q4 | $1.13M | Sell |
13,523
-4,362
| -24% | -$363K | 0.12% | 208 |
|
|
2020
Q3 | $1.46M | Buy |
17,885
+2,922
| +20% | +$239K | 0.11% | 196 |
|
|
2020
Q2 | $1.19M | Buy |
14,963
+11,537
| +337% | +$919K | 0.18% | 142 |
|
|
2020
Q1 | $274K | Sell |
3,426
-11,909
| -78% | -$952K | 0.53% | 56 |
|
|
2019
Q4 | $1.45M | Buy |
+15,335
| New | +$1.45M | 0.18% | 142 |
|