Jackson Grant Investment Advisers’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 | $271K | Buy |
2,616
+11
| +0.4% | +$1.14K | 0.1% | 89 |
|
|
2025
Q1 | $285K | Buy |
2,605
+8
| +0.3% | +$874 | 0.11% | 86 |
|
|
2024
Q4 | $240K | Buy |
2,597
+402
| +18% | +$37.1K | 0.09% | 90 |
|
|
2024
Q3 | $225K | Buy |
2,195
+7
| +0.3% | +$718 | 0.08% | 97 |
|
|
2024
Q2 | $192K | Buy |
2,188
+8
| +0.4% | +$702 | 0.08% | 108 |
|
|
2024
Q1 | $188K | Buy |
2,180
+8
| +0.4% | +$689 | 0.08% | 110 |
|
|
2023
Q4 | $176K | Buy |
2,172
+8
| +0.4% | +$650 | 0.08% | 105 |
|
|
2023
Q3 | $163K | Buy |
2,164
+9
| +0.4% | +$677 | 0.08% | 105 |
|
|
2023
Q2 | $181K | Buy |
2,155
+7
| +0.3% | +$590 | 0.08% | 105 |
|
|
2023
Q1 | $195K | Buy |
2,148
+7
| +0.3% | +$637 | 0.09% | 103 |
|
|
2022
Q4 | $203K | Buy |
2,141
+6
| +0.3% | +$570 | 0.1% | 96 |
|
|
2022
Q3 | $185K | Buy |
2,135
+6
| +0.3% | +$520 | 0.1% | 99 |
|
|
2022
Q2 | $204K | Buy |
2,129
+5
| +0.2% | +$479 | 0.1% | 97 |
|
|
2022
Q1 | $212K | Buy |
2,124
+6
| +0.3% | +$599 | 0.09% | 103 |
|
|
2021
Q4 | $188K | Buy |
2,118
+7
| +0.3% | +$621 | 0.1% | 92 |
|
|
2021
Q3 | $171K | Buy |
2,111
+6
| +0.3% | +$486 | 0.08% | 114 |
|
|
2021
Q2 | $178K | Buy |
2,105
+42
| +2% | +$3.55K | 0.08% | 114 |
|
|
2021
Q1 | $175K | Buy |
2,063
+326
| +19% | +$27.7K | 0.08% | 112 |
|
|
2020
Q4 | $145K | Buy |
1,737
+6
| +0.3% | +$501 | 0.07% | 113 |
|
|
2020
Q3 | $141K | Buy |
1,731
+6
| +0.3% | +$489 | 0.08% | 98 |
|
|
2020
Q2 | $137K | Buy |
1,725
+7
| +0.4% | +$556 | 0.09% | 95 |
|
|
2020
Q1 | $137K | Buy |
1,718
+9
| +0.5% | +$718 | 0.1% | 86 |
|
|
2019
Q4 | $161K | Buy |
1,709
+10
| +0.6% | +$942 | 0.09% | 96 |
|
|
2019
Q3 | $159K | Buy |
1,699
+9
| +0.5% | +$842 | 0.09% | 95 |
|
|
2019
Q2 | $149K | Buy |
1,690
+9
| +0.5% | +$793 | 0.09% | 95 |
|
|
2019
Q1 | $141K | Buy |
1,681
+10
| +0.6% | +$839 | 0.08% | 95 |
|
|
2018
Q4 | $125K | Buy |
1,671
+391
| +31% | +$29.2K | 0.09% | 99 |
|
|
2018
Q3 | $91K | Buy |
1,280
+11
| +0.9% | +$782 | 0.06% | 125 |
|
|
2018
Q2 | $88K | Buy |
1,269
+12
| +1% | +$832 | 0.06% | 124 |
|
|
2018
Q1 | $86K | Buy |
1,257
+12
| +1% | +$821 | 0.06% | 124 |
|
|
2017
Q4 | $92K | Sell |
1,245
-1,315
| -51% | -$97.2K | 0.06% | 121 |
|
|
2017
Q3 | $180K | Sell |
2,560
-264
| -9% | -$18.6K | 0.13% | 81 |
|
|
2017
Q2 | $196K | Buy |
2,824
+12
| +0.4% | +$833 | 0.15% | 70 |
|
|
2017
Q1 | $189K | Buy |
2,812
+13
| +0.5% | +$874 | 0.15% | 68 |
|
|
2016
Q4 | $176K | Buy |
2,799
+14
| +0.5% | +$880 | 0.15% | 68 |
|
|
2016
Q3 | $179K | Buy |
2,785
+1,338
| +92% | +$86K | 0.15% | 64 |
|
|
2016
Q2 | $101K | Buy |
1,447
+12
| +0.8% | +$838 | 0.09% | 76 |
|
|
2016
Q1 | $95K | Buy |
1,435
+2
| +0.1% | +$132 | 0.09% | 78 |
|
|
2015
Q4 | $83K | Buy |
+1,433
| New | +$83K | 0.08% | 85 |
|