Joseph Group Capital 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 | $3.48M | Buy |
33,560
+2,753
| +9% | +$286K | 1.17% | 33 |
|
|
2025
Q1 | $3.37M | Sell |
30,807
-1,366
| -4% | -$149K | 1.29% | 28 |
|
|
2024
Q4 | $2.97M | Buy |
32,173
+7,417
| +30% | +$684K | 1.17% | 25 |
|
|
2024
Q3 | $2.54M | Buy |
24,756
+453
| +2% | +$46.5K | 0.97% | 34 |
|
|
2024
Q2 | $2.13M | Buy |
24,303
+2,373
| +11% | +$208K | 1.11% | 28 |
|
|
2024
Q1 | $1.89M | Buy |
21,930
+4,028
| +23% | +$347K | 0.95% | 34 |
|
|
2023
Q4 | $1.45M | Buy |
17,902
+411
| +2% | +$33.4K | 0.84% | 35 |
|
|
2023
Q3 | $1.32M | Buy |
17,491
+2,135
| +14% | +$161K | 0.95% | 28 |
|
|
2023
Q2 | $1.29M | Buy |
15,356
+1,641
| +12% | +$138K | 1.09% | 27 |
|
|
2023
Q1 | $1.25M | Buy |
13,715
+3,090
| +29% | +$281K | 1.09% | 26 |
|
|
2022
Q4 | $1.01M | Buy |
10,625
+2,011
| +23% | +$191K | 0.96% | 35 |
|
|
2022
Q3 | $745K | Buy |
8,614
+714
| +9% | +$61.8K | 0.81% | 40 |
|
|
2022
Q2 | $758K | Buy |
7,900
+312
| +4% | +$29.9K | 0.76% | 41 |
|
|
2022
Q1 | $757K | Buy |
7,588
+99
| +1% | +$9.88K | 0.76% | 40 |
|
|
2021
Q4 | $666K | Buy |
+7,489
| New | +$666K | 0.64% | 43 |
|