Jeppson Wealth 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 | $3.76M | Sell |
36,255
-164
| -0.5% | -$17K | 1.3% | 14 |
|
|
2025
Q1 | $3.98M | Sell |
36,419
-169
| -0.5% | -$18.5K | 1.46% | 13 |
|
|
2024
Q4 | $3.37M | Sell |
36,588
-787
| -2% | -$72.6K | 1.22% | 17 |
|
|
2024
Q3 | $3.83M | Sell |
37,375
-21
| -0.1% | -$2.16K | 1.37% | 13 |
|
|
2024
Q2 | $3.28M | Sell |
37,396
-580
| -2% | -$50.9K | 1.25% | 15 |
|
|
2024
Q1 | $3.27M | Buy |
37,976
+142
| +0.4% | +$12.2K | 1.27% | 14 |
|
|
2023
Q4 | $3.07M | Sell |
37,834
-6,533
| -15% | -$531K | 1.27% | 13 |
|
|
2023
Q3 | $3.34M | Buy |
44,367
+5,975
| +16% | +$449K | 1.53% | 10 |
|
|
2023
Q2 | $3.23M | Buy |
38,392
+2,229
| +6% | +$188K | 1.41% | 13 |
|
|
2023
Q1 | $3.29M | Sell |
36,163
-304
| -0.8% | -$27.7K | 1.43% | 9 |
|
|
2022
Q4 | $3.46M | Buy |
36,467
+1,293
| +4% | +$123K | 1.46% | 10 |
|
|
2022
Q3 | $3.04M | Sell |
35,174
-245
| -0.7% | -$21.2K | 1.38% | 11 |
|
|
2022
Q2 | $3.4M | Buy |
35,419
+36
| +0.1% | +$3.45K | 1.46% | 10 |
|
|
2022
Q1 | $3.53M | Sell |
35,383
-120
| -0.3% | -$12K | 1.65% | 10 |
|
|
2021
Q4 | $3.16M | Buy |
35,503
+129
| +0.4% | +$11.5K | 1.52% | 14 |
|
|
2021
Q3 | $2.87M | Buy |
35,374
+1,070
| +3% | +$86.8K | 1.5% | 13 |
|
|
2021
Q2 | $2.9M | Sell |
34,304
-20
| -0.1% | -$1.69K | 1.58% | 11 |
|
|
2021
Q1 | $2.91M | Buy |
34,324
+12,753
| +59% | +$1.08M | 1.73% | 10 |
|
|
2020
Q4 | $1.8M | Buy |
21,571
+1,263
| +6% | +$105K | 1.19% | 16 |
|
|
2020
Q3 | $1.66M | Buy |
+20,308
| New | +$1.66M | 1.3% | 13 |
|