JFS Wealth 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
Q3 | $939K | Buy |
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|
2025
Q2 | $865K | Sell |
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|
2025
Q1 | $914K | Buy |
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|
2024
Q4 | $767K | Sell |
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|
2024
Q3 | $854K | Buy |
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|
2024
Q2 | $118K | Buy |
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|
2024
Q1 | $114K | Buy |
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|
2023
Q4 | $105K | Sell |
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|
2023
Q3 | $101K | Sell |
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|
2023
Q2 | $133K | Buy |
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|
2023
Q1 | $118K | Sell |
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|
2022
Q4 | $124K | Buy |
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|
2022
Q3 | $101K | Buy |
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|
2022
Q2 | $110K | Buy |
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|
2022
Q1 | $111K | Buy |
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|
2021
Q4 | $93K | Buy |
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|
2021
Q3 | $81K | Sell |
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|
2021
Q2 | $95K | Buy |
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|
2021
Q1 | $86K | Buy |
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|
2020
Q4 | $84K | Buy |
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|
2020
Q3 | $81K | Sell |
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|
2020
Q2 | $110K | Buy |
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|
2020
Q1 | $78K | Buy |
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|
2019
Q4 | $92K | Buy |
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|
2019
Q3 | $87K | Buy |
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|
2019
Q2 | $81K | Buy |
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|
2019
Q1 | $77K | Buy |
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|
2018
Q4 | $68K | Sell |
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|
2018
Q3 | $66K | Buy |
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|
2018
Q2 | $62K | Buy |
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|
2018
Q1 | $61K | Buy |
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|
2017
Q4 | $65K | Buy |
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|
2017
Q3 | $61K | Buy |
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|
2017
Q2 | $60K | Buy |
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|
2017
Q1 | $53K | Hold |
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|
2016
Q4 | $53K | Buy |
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|
2016
Q3 | $54K | Sell |
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|
2016
Q2 | $70K | Buy |
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|
2016
Q1 | $65K | Buy |
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|
2015
Q4 | $57K | Buy |
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|
2015
Q3 | $55K | Sell |
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|
2015
Q2 | $62K | Buy |
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|
2015
Q1 | $66K | Buy |
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|
2014
Q4 | $62K | Buy |
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|
2014
Q3 | $53K | Buy |
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|
2014
Q2 | $13K | Buy |
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