Key Financial Inc’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 | $142K | Hold |
1,367
| – | – | 0.03% | 328 |
|
|
2025
Q1 | $149K | Sell |
1,367
-356
| -21% | -$38.9K | 0.03% | 303 |
|
|
2024
Q4 | $159K | Buy |
1,723
+239
| +16% | +$22K | 0.04% | 283 |
|
|
2024
Q3 | $152K | Buy |
1,484
+14
| +1% | +$1.44K | 0.03% | 284 |
|
|
2024
Q2 | $129K | Hold |
1,470
| – | – | 0.03% | 295 |
|
|
2024
Q1 | $127K | Hold |
1,470
| – | – | 0.03% | 277 |
|
|
2023
Q4 | $119K | Hold |
1,470
| – | – | 0.03% | 277 |
|
|
2023
Q3 | $111K | Sell |
1,470
-50
| -3% | -$3.76K | 0.04% | 268 |
|
|
2023
Q2 | $128K | Buy |
1,520
+50
| +3% | +$4.21K | 0.04% | 256 |
|
|
2023
Q1 | $134K | Sell |
1,470
-408
| -22% | -$37.1K | 0.05% | 239 |
|
|
2022
Q4 | $162K | Hold |
1,878
| – | – | 0.08% | 184 |
|
|
2022
Q3 | $162K | Hold |
1,878
| – | – | 0.08% | 186 |
|
|
2022
Q2 | $184K | Hold |
1,878
| – | – | 0.1% | 158 |
|
|
2022
Q1 | $187K | Buy |
1,878
+408
| +28% | +$40.6K | 0.09% | 171 |
|
|
2021
Q4 | $131K | Buy |
1,470
+216
| +17% | +$19.2K | 0.07% | 196 |
|
|
2021
Q3 | $102K | Hold |
1,254
| – | – | 0.06% | 222 |
|
|
2021
Q2 | $111K | Hold |
1,254
| – | – | 0.06% | 214 |
|
|
2021
Q1 | $106K | Sell |
1,254
-97
| -7% | -$8.2K | 0.07% | 188 |
|
|
2020
Q4 | $112K | Buy |
+1,351
| New | +$112K | 0.08% | 171 |
|
|
2020
Q2 | – | Sell |
-1,351
| Closed | -$113K | – | 107 |
|
|
2020
Q1 | $113K | Buy |
+1,351
| New | +$113K | 0.12% | 138 |
|