Jones Financial Companies’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 | $13.2M | Buy |
129,103
+27,185
| +27% | +$2.79M | 0.01% | 320 |
|
|
2025
Q1 | $10.9M | Buy |
101,918
+27,641
| +37% | +$2.96M | 0.01% | 301 |
|
|
2024
Q4 | $6.85M | Buy |
74,277
+22,743
| +44% | +$2.1M | 0.01% | 314 |
|
|
2024
Q3 | $5.25M | Buy |
51,534
+25,084
| +95% | +$2.56M | 0.01% | 287 |
|
|
2024
Q2 | $2.32M | Buy |
26,450
+17,496
| +195% | +$1.54M | ﹤0.01% | 287 |
|
|
2024
Q1 | $771K | Buy |
8,954
+3,720
| +71% | +$320K | ﹤0.01% | 291 |
|
|
2023
Q4 | $425K | Buy |
5,234
+2,627
| +101% | +$213K | ﹤0.01% | 247 |
|
|
2023
Q3 | $196K | Sell |
2,607
-75
| -3% | -$5.64K | ﹤0.01% | 265 |
|
|
2023
Q2 | $226K | Sell |
2,682
-742
| -22% | -$62.5K | ﹤0.01% | 258 |
|
|
2023
Q1 | $312K | Buy |
3,424
+1,244
| +57% | +$113K | ﹤0.01% | 242 |
|
|
2022
Q4 | $207K | Sell |
2,180
-271
| -11% | -$25.7K | ﹤0.01% | 256 |
|
|
2022
Q3 | $212K | Sell |
2,451
-411
| -14% | -$35.6K | ﹤0.01% | 245 |
|
|
2022
Q2 | $275K | Sell |
2,862
-316
| -10% | -$30.4K | ﹤0.01% | 219 |
|
|
2022
Q1 | $317K | Sell |
3,178
-1,133
| -26% | -$113K | ﹤0.01% | 219 |
|
|
2021
Q4 | $384K | Sell |
4,311
-79
| -2% | -$7.04K | ﹤0.01% | 205 |
|
|
2021
Q3 | $356K | Buy |
4,390
+346
| +9% | +$28.1K | ﹤0.01% | 190 |
|
|
2021
Q2 | $342K | Buy |
4,044
+692
| +21% | +$58.5K | ﹤0.01% | 191 |
|
|
2021
Q1 | $284K | Buy |
3,352
+766
| +30% | +$64.9K | ﹤0.01% | 201 |
|
|
2020
Q4 | $215K | Buy |
+2,586
| New | +$215K | ﹤0.01% | 206 |
|
|
2015
Q2 | – | Sell |
-4,052
| Closed | -$228K | – | 224 |
|
|
2015
Q1 | $228K | Sell |
4,052
-814
| -17% | -$45.8K | ﹤0.01% | 217 |
|
|
2014
Q4 | $295K | Sell |
4,866
-1,829
| -27% | -$111K | ﹤0.01% | 213 |
|
|
2014
Q3 | $350K | Sell |
6,695
-481
| -7% | -$25.1K | ﹤0.01% | 201 |
|
|
2014
Q2 | $400K | Buy |
+7,176
| New | +$400K | ﹤0.01% | 195 |
|
|
2013
Q4 | – | Sell |
-2,490
| Closed | -$108K | – | 226 |
|
|
2013
Q3 | $108K | Sell |
2,490
-2,055
| -45% | -$89.1K | ﹤0.01% | 240 |
|
|
2013
Q2 | $203K | Buy |
+4,545
| New | +$203K | ﹤0.01% | 207 |
|