Kestra Private Wealth 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 | $5.3M | Buy |
51,101
+4,840
| +10% | +$502K | 0.08% | 263 |
|
|
2025
Q1 | $5.05M | Buy |
46,261
+1,851
| +4% | +$202K | 0.08% | 247 |
|
|
2024
Q4 | $4.1M | Sell |
44,410
-1,098
| -2% | -$101K | 0.07% | 280 |
|
|
2024
Q3 | $4.67M | Sell |
45,508
-1,219
| -3% | -$125K | 0.09% | 235 |
|
|
2024
Q2 | $4.1M | Buy |
46,727
+888
| +2% | +$77.9K | 0.08% | 245 |
|
|
2024
Q1 | $3.95M | Buy |
45,839
+4,203
| +10% | +$362K | 0.09% | 241 |
|
|
2023
Q4 | $3.38M | Buy |
41,636
+3,572
| +9% | +$290K | 0.09% | 244 |
|
|
2023
Q3 | $2.86M | Buy |
38,064
+10,111
| +36% | +$761K | 0.09% | 242 |
|
|
2023
Q2 | $2.35M | Buy |
27,953
+1,980
| +8% | +$167K | 0.08% | 265 |
|
|
2023
Q1 | $2.36M | Buy |
25,973
+1,818
| +8% | +$165K | 0.09% | 233 |
|
|
2022
Q4 | $2.29M | Sell |
24,155
-3,897
| -14% | -$370K | 0.12% | 206 |
|
|
2022
Q3 | $2.43M | Buy |
28,052
+2,027
| +8% | +$175K | 0.14% | 169 |
|
|
2022
Q2 | $2.5M | Buy |
26,025
+153
| +0.6% | +$14.7K | 0.14% | 172 |
|
|
2022
Q1 | $2.58M | Buy |
25,872
+2,148
| +9% | +$214K | 0.13% | 176 |
|
|
2021
Q4 | $2.11M | Buy |
23,724
+223
| +0.9% | +$19.8K | 0.1% | 213 |
|
|
2021
Q3 | $1.91M | Buy |
23,501
+286
| +1% | +$23.2K | 0.11% | 207 |
|
|
2021
Q2 | $1.96M | Buy |
23,215
+5,091
| +28% | +$431K | 0.12% | 194 |
|
|
2021
Q1 | $1.54M | Sell |
18,124
-717
| -4% | -$60.7K | 0.11% | 210 |
|
|
2020
Q4 | $1.54M | Buy |
18,841
+498
| +3% | +$40.6K | 0.11% | 198 |
|
|
2020
Q3 | $1.5M | Buy |
+18,343
| New | +$1.5M | 0.13% | 174 |
|