JNBA Financial 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 | $181K | Hold |
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|
2025
Q2 | $167K | Buy |
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|
2025
Q1 | $52.3K | Hold |
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|
2024
Q4 | $44.2K | Hold |
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|
2024
Q3 | $49.1K | Hold |
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|
2024
Q2 | $42K | Hold |
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|
2024
Q1 | $41.2K | Hold |
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|
2023
Q4 | $38.9K | Hold |
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|
2023
Q3 | $36K | Buy |
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|
2023
Q2 | $21.1K | Hold |
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|
2023
Q1 | $22.7K | Hold |
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|
2022
Q4 | $23.7K | Hold |
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|
2022
Q3 | $22K | Hold |
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|
2022
Q2 | $24K | Sell |
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|
2022
Q1 | $34K | Sell |
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|
2021
Q4 | $45K | Hold |
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|
2021
Q3 | $41K | Hold |
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|
2021
Q2 | $43K | Hold |
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|
2021
Q1 | $43K | Buy |
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|
2020
Q4 | $28K | Buy |
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|
2020
Q3 | $20K | Hold |
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|
2020
Q2 | $20K | Hold |
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|
2020
Q1 | $20K | Sell |
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|
2019
Q4 | $28K | Hold |
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|
2019
Q3 | $28K | Hold |
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|
2019
Q2 | $26K | Hold |
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|
2019
Q1 | $25K | Sell |
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|
2018
Q4 | $25K | Sell |
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|
2018
Q3 | $64K | Buy |
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|
2018
Q2 | $21K | Hold |
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|
2018
Q1 | $21K | Hold |
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|
2017
Q4 | $22K | Sell |
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|
2017
Q3 | $30K | Buy |
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|
2017
Q2 | $26K | Hold |
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|
2017
Q1 | $26K | Buy |
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|
2016
Q4 | $8K | Sell |
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|
2016
Q3 | $280K | Buy |
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|
2016
Q2 | $6K | Sell |
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|
2016
Q1 | $12K | Buy |
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|
2015
Q4 | $5K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $8K | Buy |
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