Journey Advisory Group’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 | $233K | Hold |
2,244
| – | – | 0.02% | 263 |
|
|
2025
Q1 | $245K | Sell |
2,244
-135
| -6% | -$14.8K | 0.02% | 252 |
|
|
2024
Q4 | $209K | Hold |
2,379
| – | – | 0.03% | 221 |
|
|
2024
Q3 | $209K | Hold |
2,379
| – | – | 0.03% | 221 |
|
|
2024
Q2 | $209K | Hold |
2,379
| – | – | 0.02% | 220 |
|
|
2024
Q1 | $205K | Buy |
+2,379
| New | +$205K | 0.03% | 228 |
|
|
2023
Q3 | – | Sell |
-2,530
| Closed | -$213K | – | 213 |
|
|
2023
Q2 | $213K | Sell |
2,530
-161
| -6% | -$13.6K | 0.03% | 217 |
|
|
2023
Q1 | $245K | Sell |
2,691
-119
| -4% | -$10.8K | 0.04% | 211 |
|
|
2022
Q4 | $267K | Sell |
2,810
-4,510
| -62% | -$428K | 0.07% | 190 |
|
|
2022
Q3 | $633K | Sell |
7,320
-727
| -9% | -$62.9K | 0.16% | 123 |
|
|
2022
Q2 | $797K | Buy |
8,047
+143
| +2% | +$14.2K | 0.18% | 116 |
|
|
2022
Q1 | $789K | Buy |
7,904
+26
| +0.3% | +$2.6K | 0.2% | 109 |
|
|
2021
Q4 | $701K | Buy |
7,878
+1,959
| +33% | +$174K | 0.19% | 109 |
|
|
2021
Q3 | $481K | Buy |
5,919
+15
| +0.3% | +$1.22K | 0.16% | 118 |
|
|
2021
Q2 | $499K | Buy |
5,904
+27
| +0.5% | +$2.28K | 0.16% | 118 |
|
|
2021
Q1 | $498K | Buy |
5,877
+27
| +0.5% | +$2.29K | 0.17% | 107 |
|
|
2020
Q4 | $487K | Buy |
+5,850
| New | +$487K | 0.18% | 105 |
|