KFP
Keystone Financial Planning’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-83,515
| Closed | -$7.19M | – | 50 |
|
|
2024
Q1 | $7.19M | Sell |
83,515
-95
| -0.1% | -$8.18K | 2.33% | 11 |
|
|
2023
Q4 | $6.79M | Buy |
83,610
+213
| +0.3% | +$17.3K | 2.24% | 13 |
|
|
2023
Q3 | $6.27M | Buy |
83,397
+3,029
| +4% | +$228K | 2.19% | 14 |
|
|
2023
Q2 | $6.77M | Buy |
80,368
+470
| +0.6% | +$39.6K | 2.27% | 15 |
|
|
2023
Q1 | $7.27M | Buy |
79,898
+4,508
| +6% | +$410K | 2.47% | 13 |
|
|
2022
Q4 | $7.16M | Buy |
+75,390
| New | +$7.16M | 2.41% | 13 |
|
|
2022
Q3 | – | Sell |
-66,141
| Closed | -$6.35M | – | 45 |
|
|
2022
Q2 | $6.35M | Sell |
66,141
-14,868
| -18% | -$1.43M | 2.23% | 21 |
|
|
2022
Q1 | $8.08M | Sell |
81,009
-272
| -0.3% | -$27.1K | 2.7% | 11 |
|
|
2021
Q4 | $7.23M | Buy |
81,281
+5,279
| +7% | +$470K | 2.46% | 13 |
|
|
2021
Q3 | $6.17M | Buy |
76,002
+68,100
| +862% | +$5.53M | 2.24% | 19 |
|
|
2021
Q2 | $668K | Buy |
+7,902
| New | +$668K | 0.24% | 33 |
|
|
2020
Q1 | – | Sell |
-59,739
| Closed | -$5.65M | – | 45 |
|
|
2019
Q4 | $5.65M | Buy |
59,739
+503
| +0.8% | +$47.5K | 2.52% | 22 |
|
|
2019
Q3 | $5.55M | Sell |
59,236
-458
| -0.8% | -$42.9K | 2.65% | 20 |
|
|
2019
Q2 | $5.25M | Sell |
59,694
-2,733
| -4% | -$241K | 2.57% | 19 |
|
|
2019
Q1 | $5.23M | Buy |
+62,427
| New | +$5.23M | 2.58% | 21 |
|