JFS Wealth 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 | $865K | Sell |
8,339
-29
| -0.3% | -$3.01K | 0.06% | 163 |
|
|
2025
Q1 | $914K | Buy |
8,368
+53
| +0.6% | +$5.79K | 0.06% | 151 |
|
|
2024
Q4 | $767K | Sell |
8,315
-11
| -0.1% | -$1.02K | 0.05% | 160 |
|
|
2024
Q3 | $854K | Buy |
8,326
+6,987
| +522% | +$717K | 0.06% | 158 |
|
|
2024
Q2 | $118K | Buy |
1,339
+12
| +0.9% | +$1.05K | 0.01% | 288 |
|
|
2024
Q1 | $114K | Buy |
1,327
+29
| +2% | +$2.5K | 0.01% | 303 |
|
|
2023
Q4 | $105K | Sell |
1,298
-39
| -3% | -$3.17K | 0.01% | 297 |
|
|
2023
Q3 | $101K | Sell |
1,337
-237
| -15% | -$17.8K | 0.01% | 277 |
|
|
2023
Q2 | $133K | Buy |
1,574
+277
| +21% | +$23.3K | 0.01% | 248 |
|
|
2023
Q1 | $118K | Sell |
1,297
-6
| -0.5% | -$546 | 0.01% | 256 |
|
|
2022
Q4 | $124K | Buy |
1,303
+137
| +12% | +$13K | 0.01% | 249 |
|
|
2022
Q3 | $101K | Buy |
1,166
+20
| +2% | +$1.73K | 0.01% | 280 |
|
|
2022
Q2 | $110K | Buy |
1,146
+31
| +3% | +$2.98K | 0.01% | 274 |
|
|
2022
Q1 | $111K | Buy |
1,115
+74
| +7% | +$7.37K | 0.01% | 284 |
|
|
2021
Q4 | $93K | Buy |
1,041
+46
| +5% | +$4.11K | 0.01% | 317 |
|
|
2021
Q3 | $81K | Sell |
995
-127
| -11% | -$10.3K | 0.01% | 347 |
|
|
2021
Q2 | $95K | Buy |
1,122
+108
| +11% | +$9.14K | 0.01% | 225 |
|
|
2021
Q1 | $86K | Buy |
1,014
+9
| +0.9% | +$763 | 0.02% | 208 |
|
|
2020
Q4 | $84K | Buy |
1,005
+9
| +0.9% | +$752 | 0.02% | 203 |
|
|
2020
Q3 | $81K | Sell |
996
-380
| -28% | -$30.9K | 0.02% | 195 |
|
|
2020
Q2 | $110K | Buy |
1,376
+396
| +40% | +$31.7K | 0.03% | 169 |
|
|
2020
Q1 | $78K | Buy |
980
+7
| +0.7% | +$557 | 0.02% | 193 |
|
|
2019
Q4 | $92K | Buy |
973
+42
| +5% | +$3.97K | 0.02% | 202 |
|
|
2019
Q3 | $87K | Buy |
931
+7
| +0.8% | +$654 | 0.02% | 200 |
|
|
2019
Q2 | $81K | Buy |
924
+6
| +0.7% | +$526 | 0.02% | 202 |
|
|
2019
Q1 | $77K | Buy |
918
+8
| +0.9% | +$671 | 0.02% | 201 |
|
|
2018
Q4 | $68K | Sell |
910
-18
| -2% | -$1.35K | 0.02% | 201 |
|
|
2018
Q3 | $66K | Buy |
928
+33
| +4% | +$2.35K | 0.02% | 229 |
|
|
2018
Q2 | $62K | Buy |
895
+9
| +1% | +$623 | 0.02% | 228 |
|
|
2018
Q1 | $61K | Buy |
886
+8
| +0.9% | +$551 | 0.02% | 231 |
|
|
2017
Q4 | $65K | Buy |
878
+7
| +0.8% | +$518 | 0.02% | 235 |
|
|
2017
Q3 | $61K | Buy |
871
+7
| +0.8% | +$490 | 0.02% | 224 |
|
|
2017
Q2 | $60K | Buy |
864
+15
| +2% | +$1.04K | 0.02% | 208 |
|
|
2017
Q1 | $53K | Hold |
849
| – | – | 0.01% | 219 |
|
|
2016
Q4 | $53K | Buy |
849
+8
| +1% | +$499 | 0.01% | 219 |
|
|
2016
Q3 | $54K | Sell |
841
-151
| -15% | -$9.7K | 0.02% | 233 |
|
|
2016
Q2 | $70K | Buy |
992
+8
| +0.8% | +$565 | 0.02% | 225 |
|
|
2016
Q1 | $65K | Buy |
984
+9
| +0.9% | +$595 | 0.02% | 210 |
|
|
2015
Q4 | $57K | Buy |
975
+9
| +0.9% | +$526 | 0.02% | 237 |
|
|
2015
Q3 | $55K | Sell |
966
-212
| -18% | -$12.1K | 0.02% | 202 |
|
|
2015
Q2 | $62K | Buy |
1,178
+9
| +0.8% | +$474 | 0.03% | 164 |
|
|
2015
Q1 | $66K | Buy |
1,169
+155
| +15% | +$8.75K | 0.03% | 155 |
|
|
2014
Q4 | $62K | Buy |
1,014
+7
| +0.7% | +$428 | 0.01% | 162 |
|
|
2014
Q3 | $53K | Buy |
1,007
+778
| +340% | +$40.9K | 0.01% | 171 |
|
|
2014
Q2 | $13K | Buy |
+229
| New | +$13K | ﹤0.01% | 301 |
|