Kelly Financial Services’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-294
| Closed | -$25.8K | – | 126 |
|
|
2024
Q2 | $25.8K | Buy |
294
+3
| +1% | +$263 | 0.01% | 296 |
|
|
2024
Q1 | $25.1K | Buy |
291
+3
| +1% | +$258 | 0.01% | 299 |
|
|
2023
Q4 | $23.4K | Buy |
288
+3
| +1% | +$244 | 0.01% | 290 |
|
|
2023
Q3 | $21.4K | Buy |
285
+3
| +1% | +$226 | 0.01% | 276 |
|
|
2023
Q2 | $23.7K | Buy |
282
+3
| +1% | +$252 | 0.01% | 275 |
|
|
2023
Q1 | $25.4K | Buy |
279
+3
| +1% | +$273 | 0.01% | 256 |
|
|
2022
Q4 | $26.2K | Buy |
276
+2
| +0.7% | +$190 | 0.01% | 241 |
|
|
2022
Q3 | $23.7K | Buy |
274
+2
| +0.7% | +$173 | 0.01% | 235 |
|
|
2022
Q2 | $26.1K | Buy |
272
+2
| +0.7% | +$192 | 0.01% | 228 |
|
|
2022
Q1 | $26.9K | Buy |
270
+2
| +0.7% | +$200 | 0.01% | 248 |
|
|
2021
Q4 | $23.8K | Buy |
268
+3
| +1% | +$267 | 0.01% | 250 |
|
|
2021
Q3 | $21.5K | Sell |
265
-21,998
| -99% | -$1.79M | 0.01% | 249 |
|
|
2021
Q2 | $263K | Buy |
22,263
+22,002
| +8,430% | +$260K | 0.01% | 266 |
|
|
2021
Q1 | $22.1K | Buy |
261
+3
| +1% | +$254 | 0.01% | 214 |
|
|
2020
Q4 | $21.5K | Buy |
258
+2
| +0.8% | +$167 | 0.01% | 187 |
|
|
2020
Q3 | $20.9K | Buy |
256
+2
| +0.8% | +$164 | 0.02% | 169 |
|
|
2020
Q2 | $20.2K | Buy |
254
+2
| +0.8% | +$159 | 0.02% | 162 |
|
|
2020
Q1 | $20.1K | Buy |
252
+2
| +0.8% | +$160 | 0.02% | 130 |
|
|
2019
Q4 | $23.6K | Sell |
250
-413
| -62% | -$39K | 0.02% | 139 |
|
|
2019
Q3 | $62.1K | Buy |
663
+2
| +0.3% | +$187 | 0.06% | 68 |
|
|
2019
Q2 | $58.2K | Buy |
661
+2
| +0.3% | +$176 | 0.05% | 69 |
|
|
2019
Q1 | $55.2K | Buy |
+659
| New | +$55.2K | 0.06% | 72 |
|