JNBA Financial Advisors’s American Electric Power AEP Stock Holding History

JNBA Financial Advisors’s Portfolio AEP Stock Details AEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$167K	Buy	1,609 +1,130	+236%	+$117K	0.02%	186
2025 Q1	$52.3K	Hold	479	–	–	0.01%	278
2024 Q4	$44.2K	Hold	479	–	–	﹤0.01%	299
2024 Q3	$49.1K	Hold	479	–	–	﹤0.01%	289
2024 Q2	$42K	Hold	479	–	–	﹤0.01%	307
2024 Q1	$41.2K	Hold	479	–	–	﹤0.01%	314
2023 Q4	$38.9K	Hold	479	–	–	﹤0.01%	313
2023 Q3	$36K	Buy	479 +229	+92%	+$17.2K	﹤0.01%	318
2023 Q2	$21.1K	Hold	250	–	–	﹤0.01%	387
2023 Q1	$22.7K	Hold	250	–	–	﹤0.01%	377
2022 Q4	$23.7K	Hold	250	–	–	﹤0.01%	354
2022 Q3	$22K	Hold	250	–	–	﹤0.01%	362
2022 Q2	$24K	Sell	250 -89	-26%	-$8.54K	﹤0.01%	371
2022 Q1	$34K	Sell	339 -170	-33%	-$17.1K	﹤0.01%	332
2021 Q4	$45K	Hold	509	–	–	0.01%	318
2021 Q3	$41K	Hold	509	–	–	0.01%	316
2021 Q2	$43K	Hold	509	–	–	0.01%	303
2021 Q1	$43K	Buy	509 +170	+50%	+$14.4K	0.01%	298
2020 Q4	$28K	Buy	339 +89	+36%	+$7.35K	﹤0.01%	323
2020 Q3	$20K	Hold	250	–	–	﹤0.01%	338
2020 Q2	$20K	Hold	250	–	–	﹤0.01%	330
2020 Q1	$20K	Sell	250 -50	-17%	-$4K	﹤0.01%	304
2019 Q4	$28K	Hold	300	–	–	0.01%	307
2019 Q3	$28K	Hold	300	–	–	0.01%	292
2019 Q2	$26K	Hold	300	–	–	0.01%	305
2019 Q1	$25K	Sell	300 -34	-10%	-$2.83K	0.01%	301
2018 Q4	$25K	Sell	334 -566	-63%	-$42.4K	0.01%	277
2018 Q3	$64K	Buy	900 +600	+200%	+$42.7K	0.03%	209
2018 Q2	$21K	Hold	300	–	–	﹤0.01%	308
2018 Q1	$21K	Hold	300	–	–	﹤0.01%	304
2017 Q4	$22K	Sell	300 -131	-30%	-$9.61K	﹤0.01%	301
2017 Q3	$30K	Buy	431 +50	+13%	+$3.48K	0.01%	262
2017 Q2	$26K	Hold	381	–	–	0.01%	264
2017 Q1	$26K	Buy	381 +250	+191%	+$17.1K	0.01%	264
2016 Q4	$8K	Sell	131 -4,233	-97%	-$259K	﹤0.01%	375
2016 Q3	$280K	Buy	4,364 +4,283	+5,288%	+$275K	0.04%	178
2016 Q2	$6K	Sell	81 -104	-56%	-$7.7K	﹤0.01%	388
2016 Q1	$12K	Buy	185 +104	+128%	+$6.75K	﹤0.01%	333
2015 Q4	$5K	Buy	+81	New	+$5K	﹤0.01%	394
2013 Q3	–	Sell	-175	Closed	-$8K	–	424
2013 Q2	$8K	Buy	+175	New	+$8K	0.01%	274