JGP 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 | $1.28M | Sell |
12,345
-489
| -4% | -$50.7K | 0.16% | 83 |
|
|
2025
Q1 | $1.4M | Sell |
12,834
-1,508
| -11% | -$165K | 0.18% | 74 |
|
|
2024
Q4 | $1.32M | Sell |
14,342
-8
| -0.1% | -$738 | 0.17% | 79 |
|
|
2024
Q3 | $1.47M | Sell |
14,350
-508
| -3% | -$52.1K | 0.19% | 71 |
|
|
2024
Q2 | $1.3M | Sell |
14,858
-726
| -5% | -$63.7K | 0.19% | 69 |
|
|
2024
Q1 | $1.34M | Sell |
15,584
-1,399
| -8% | -$120K | 0.19% | 74 |
|
|
2023
Q4 | $1.38M | Sell |
16,983
-792
| -4% | -$64.3K | 0.2% | 72 |
|
|
2023
Q3 | $1.34M | Buy |
17,775
+153
| +0.9% | +$11.5K | 0.22% | 73 |
|
|
2023
Q2 | $1.48M | Buy |
17,622
+699
| +4% | +$58.9K | 0.24% | 69 |
|
|
2023
Q1 | $1.54M | Buy |
16,923
+527
| +3% | +$48K | 0.27% | 65 |
|
|
2022
Q4 | $1.56M | Buy |
16,396
+844
| +5% | +$80.1K | 0.29% | 64 |
|
|
2022
Q3 | $1.29M | Buy |
15,552
+566
| +4% | +$47K | 0.27% | 67 |
|
|
2022
Q2 | $1.42M | Buy |
14,986
+423
| +3% | +$40.1K | 0.29% | 64 |
|
|
2022
Q1 | $1.5M | Buy |
14,563
+462
| +3% | +$47.6K | 0.28% | 64 |
|
|
2021
Q4 | $1.26M | Buy |
14,101
+620
| +5% | +$55.5K | 0.24% | 72 |
|
|
2021
Q3 | $1.09M | Buy |
13,481
+42
| +0.3% | +$3.41K | 0.24% | 72 |
|
|
2021
Q2 | $1.14M | Buy |
13,439
+2,265
| +20% | +$192K | 0.24% | 71 |
|
|
2021
Q1 | $946K | Buy |
11,174
+72
| +0.6% | +$6.1K | 0.21% | 75 |
|
|
2020
Q4 | $913K | Sell |
11,102
-68
| -0.6% | -$5.59K | 0.21% | 74 |
|
|
2020
Q3 | $990K | Sell |
11,170
-144
| -1% | -$12.8K | 0.26% | 66 |
|
|
2020
Q2 | $932K | Sell |
11,314
-2,186
| -16% | -$180K | 0.27% | 65 |
|
|
2020
Q1 | $1.13M | Sell |
13,500
-791
| -6% | -$65.9K | 0.4% | 56 |
|
|
2019
Q4 | $1.34M | Sell |
14,291
-148
| -1% | -$13.9K | 0.4% | 61 |
|
|
2019
Q3 | $1.33M | Sell |
14,439
-300
| -2% | -$27.6K | 0.46% | 59 |
|
|
2019
Q2 | $1.3M | Sell |
14,739
-509
| -3% | -$44.8K | 0.46% | 60 |
|
|
2019
Q1 | $1.28M | Sell |
15,248
-3,274
| -18% | -$274K | 0.48% | 61 |
|
|
2018
Q4 | $1.38M | Buy |
18,522
+108
| +0.6% | +$8.07K | 0.57% | 59 |
|
|
2018
Q3 | $1.31M | Sell |
18,414
-767
| -4% | -$54.4K | 0.52% | 62 |
|
|
2018
Q2 | $1.33M | Buy |
+19,181
| New | +$1.33M | 0.55% | 62 |
|