Joel Isaacson & Co’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 | $416K | Hold |
4,005
| – | – | 0.02% | 281 |
|
|
2025
Q1 | $438K | Buy |
4,005
+150
| +4% | +$16.4K | 0.02% | 256 |
|
|
2024
Q4 | $356K | Hold |
3,855
| – | – | 0.02% | 273 |
|
|
2024
Q3 | $396K | Buy |
3,855
+261
| +7% | +$26.8K | 0.02% | 253 |
|
|
2024
Q2 | $315K | Hold |
3,594
| – | – | 0.02% | 268 |
|
|
2024
Q1 | $309K | Hold |
3,594
| – | – | 0.02% | 271 |
|
|
2023
Q4 | $292K | Hold |
3,594
| – | – | 0.02% | 254 |
|
|
2023
Q3 | $270K | Buy |
3,594
+95
| +3% | +$7.15K | 0.02% | 258 |
|
|
2023
Q2 | $295K | Hold |
3,499
| – | – | 0.02% | 259 |
|
|
2023
Q1 | $318K | Hold |
3,499
| – | – | 0.02% | 247 |
|
|
2022
Q4 | $332K | Hold |
3,499
| – | – | 0.03% | 225 |
|
|
2022
Q3 | $302K | Buy |
3,499
+100
| +3% | +$8.63K | 0.03% | 230 |
|
|
2022
Q2 | $326K | Buy |
3,399
+117
| +4% | +$11.2K | 0.03% | 218 |
|
|
2022
Q1 | $334K | Hold |
3,282
| – | – | 0.02% | 236 |
|
|
2021
Q4 | $292K | Sell |
3,282
-70
| -2% | -$6.23K | 0.02% | 257 |
|
|
2021
Q3 | $272K | Sell |
3,352
-69
| -2% | -$5.6K | 0.02% | 258 |
|
|
2021
Q2 | $289K | Hold |
3,421
| – | – | 0.02% | 237 |
|
|
2021
Q1 | $290K | Hold |
3,421
| – | – | 0.03% | 219 |
|
|
2020
Q4 | $285K | Buy |
3,421
+45
| +1% | +$3.75K | 0.03% | 201 |
|
|
2020
Q3 | $276K | Hold |
3,376
| – | – | 0.04% | 181 |
|
|
2020
Q2 | $269K | Buy |
3,376
+139
| +4% | +$11.1K | 0.04% | 177 |
|
|
2020
Q1 | $259K | Sell |
3,237
-98
| -3% | -$7.84K | 0.05% | 151 |
|
|
2019
Q4 | $315K | Sell |
3,335
-215
| -6% | -$20.3K | 0.04% | 163 |
|
|
2019
Q3 | $333K | Sell |
3,550
-7
| -0.2% | -$657 | 0.05% | 154 |
|
|
2019
Q2 | $313K | Sell |
3,557
-8
| -0.2% | -$704 | 0.05% | 159 |
|
|
2019
Q1 | $299K | Hold |
3,565
| – | – | 0.04% | 171 |
|
|
2018
Q4 | $265K | Buy |
3,565
+15
| +0.4% | +$1.12K | 0.04% | 187 |
|
|
2018
Q3 | $252K | Hold |
3,550
| – | – | 0.04% | 173 |
|
|
2018
Q2 | $246K | Hold |
3,550
| – | – | 0.04% | 169 |
|
|
2018
Q1 | $243K | Sell |
3,550
-73
| -2% | -$5K | 0.04% | 170 |
|
|
2017
Q4 | $267K | Buy |
+3,623
| New | +$267K | 0.05% | 161 |
|
|
2017
Q1 | – | Sell |
-2,547
| Closed | -$160K | – | 185 |
|
|
2016
Q4 | $160K | Hold |
2,547
| – | – | 0.03% | 174 |
|
|
2016
Q3 | $164K | Sell |
2,547
-130
| -5% | -$8.37K | 0.03% | 184 |
|
|
2016
Q2 | $188K | Hold |
2,677
| – | – | 0.04% | 168 |
|
|
2016
Q1 | $178K | Hold |
2,677
| – | – | 0.04% | 178 |
|
|
2015
Q4 | $156K | Sell |
2,677
-35
| -1% | -$2.04K | 0.04% | 179 |
|
|
2015
Q3 | $154K | Sell |
2,712
-116
| -4% | -$6.59K | 0.04% | 173 |
|
|
2015
Q2 | $150K | Buy |
2,828
+56
| +2% | +$2.97K | 0.04% | 206 |
|
|
2015
Q1 | $156K | Sell |
2,772
-81
| -3% | -$4.56K | 0.04% | 198 |
|
|
2014
Q4 | $173K | Hold |
2,853
| – | – | 0.05% | 169 |
|
|
2014
Q3 | $149K | Sell |
2,853
-146
| -5% | -$7.63K | 0.05% | 159 |
|
|
2014
Q2 | $167K | Hold |
2,999
| – | – | 0.05% | 149 |
|
|
2014
Q1 | $152K | Sell |
2,999
-14
| -0.5% | -$710 | 0.05% | 150 |
|
|
2013
Q4 | $141K | Buy |
3,013
+200
| +7% | +$9.36K | 0.05% | 149 |
|
|
2013
Q3 | $122K | Hold |
2,813
| – | – | 0.05% | 155 |
|
|
2013
Q2 | $126K | Buy |
+2,813
| New | +$126K | 0.06% | 129 |
|