Kestra Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.8M | Buy |
55,938
+5,798
| +12% | +$602K | 0.03% | 568 |
|
|
2025
Q1 | $5.48M | Sell |
50,140
-3,203
| -6% | -$350K | 0.03% | 543 |
|
|
2024
Q4 | $4.92M | Sell |
53,343
-2,857
| -5% | -$264K | 0.03% | 587 |
|
|
2024
Q3 | $5.77M | Sell |
56,200
-788
| -1% | -$80.8K | 0.03% | 541 |
|
|
2024
Q2 | $5M | Buy |
56,988
+9,282
| +19% | +$814K | 0.03% | 593 |
|
|
2024
Q1 | $4.11M | Buy |
47,706
+2,290
| +5% | +$197K | 0.03% | 590 |
|
|
2023
Q4 | $3.69M | Sell |
45,416
-576
| -1% | -$46.8K | 0.03% | 555 |
|
|
2023
Q3 | $3.46M | Sell |
45,992
-1,308
| -3% | -$98.4K | 0.03% | 502 |
|
|
2023
Q2 | $3.98M | Buy |
47,300
+7,692
| +19% | +$648K | 0.04% | 441 |
|
|
2023
Q1 | $3.6M | Sell |
39,608
-17,007
| -30% | -$1.55M | 0.04% | 451 |
|
|
2022
Q4 | $5.38M | Buy |
56,615
+7,707
| +16% | +$732K | 0.05% | 410 |
|
|
2022
Q3 | $4.23M | Sell |
48,908
-11,440
| -19% | -$989K | 0.05% | 419 |
|
|
2022
Q2 | $5.79M | Buy |
60,348
+16,274
| +37% | +$1.56M | 0.06% | 332 |
|
|
2022
Q1 | $4.4M | Sell |
44,074
-904
| -2% | -$90.2K | 0.05% | 410 |
|
|
2021
Q4 | $4M | Sell |
44,978
-343
| -0.8% | -$30.5K | 0.04% | 430 |
|
|
2021
Q3 | $3.68M | Buy |
45,321
+1,469
| +3% | +$119K | 0.04% | 492 |
|
|
2021
Q2 | $3.71M | Buy |
43,852
+761
| +2% | +$64.4K | 0.04% | 445 |
|
|
2021
Q1 | $3.65M | Sell |
43,091
-547
| -1% | -$46.3K | 0.05% | 401 |
|
|
2020
Q4 | $3.56M | Buy |
43,638
+14,839
| +52% | +$1.21M | 0.04% | 421 |
|
|
2020
Q3 | $2.36M | Buy |
+28,799
| New | +$2.36M | 0.04% | 389 |
|