Journey Strategic Wealth’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 | $651K | Buy |
6,275
+3,706
| +144% | +$385K | 0.02% | 236 |
|
|
2025
Q1 | $281K | Buy |
2,569
+47
| +2% | +$5.14K | 0.01% | 354 |
|
|
2024
Q4 | $233K | Buy |
2,522
+9
| +0.4% | +$830 | 0.01% | 421 |
|
|
2024
Q3 | $258K | Buy |
+2,513
| New | +$258K | 0.01% | 380 |
|
|
2023
Q1 | – | Sell |
-2,585
| Closed | -$245K | – | 254 |
|
|
2022
Q4 | $245K | Sell |
2,585
-221
| -8% | -$21K | 0.03% | 171 |
|
|
2022
Q3 | $243K | Buy |
+2,806
| New | +$243K | 0.03% | 125 |
|
|
2022
Q2 | – | Sell |
-2,898
| Closed | -$289K | – | 131 |
|
|
2022
Q1 | $289K | Buy |
2,898
+21
| +0.7% | +$2.09K | 0.03% | 103 |
|
|
2021
Q4 | $256K | Buy |
+2,877
| New | +$256K | 0.03% | 145 |
|