KCPG
Kavar Capital Partners Group’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $500K | Hold |
4,820
| – | – | 0.07% | 127 |
|
|
2025
Q1 | $527K | Hold |
4,820
| – | – | 0.09% | 117 |
|
|
2024
Q4 | $445K | Hold |
4,820
| – | – | 0.08% | 119 |
|
|
2024
Q3 | $495K | Buy |
4,820
+36
| +0.8% | +$3.69K | 0.08% | 119 |
|
|
2024
Q2 | $420K | Hold |
4,784
| – | – | 0.08% | 117 |
|
|
2024
Q1 | $412K | Sell |
4,784
-4,784
| -50% | -$412K | 0.08% | 115 |
|
|
2023
Q4 | $777K | Sell |
9,568
-235
| -2% | -$19.1K | 0.09% | 108 |
|
|
2023
Q3 | $737K | Buy |
+9,803
| New | +$737K | 0.16% | 94 |
|
|
2015
Q1 | – | Sell |
-15,250
| Closed | -$926K | – | 105 |
|
|
2014
Q4 | $926K | Hold |
15,250
| – | – | 0.73% | 60 |
|
|
2014
Q3 | $796K | Sell |
15,250
-950
| -6% | -$49.6K | 0.68% | 66 |
|
|
2014
Q2 | $903K | Hold |
16,200
| – | – | 0.77% | 61 |
|
|
2014
Q1 | $820K | Sell |
16,200
-1,200
| -7% | -$60.7K | 0.68% | 62 |
|
|
2013
Q4 | $813K | Buy |
+17,400
| New | +$813K | 0.73% | 58 |
|