Kings Point Capital Management’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $58K | Buy |
582
+55
| +10% | +$5.48K | 0.01% | 321 |
|
|
2021
Q4 | $47K | Hold |
527
| – | – | ﹤0.01% | 383 |
|
|
2021
Q3 | $43K | Hold |
527
| – | – | ﹤0.01% | 368 |
|
|
2021
Q2 | $45K | Sell |
527
-420
| -44% | -$35.9K | ﹤0.01% | 347 |
|
|
2021
Q1 | $80K | Sell |
947
-12
| -1% | -$1.01K | 0.01% | 274 |
|
|
2020
Q4 | $80K | Buy |
959
+84
| +10% | +$7.01K | 0.01% | 272 |
|
|
2020
Q3 | $72K | Sell |
875
-10
| -1% | -$823 | 0.01% | 273 |
|
|
2020
Q2 | $71K | Hold |
885
| – | – | 0.01% | 243 |
|
|
2020
Q1 | $71K | Hold |
885
| – | – | 0.01% | 236 |
|
|
2019
Q4 | $84K | Buy |
885
+442
| +100% | +$42K | 0.01% | 248 |
|
|
2019
Q3 | $42K | Hold |
443
| – | – | 0.01% | 308 |
|
|
2019
Q2 | $39K | Buy |
+443
| New | +$39K | 0.01% | 287 |
|
|
2017
Q4 | – | Sell |
-663
| Closed | -$47K | – | 371 |
|
|
2017
Q3 | $47K | Buy |
+663
| New | +$47K | 0.01% | 226 |
|
|
2015
Q4 | – | Sell |
-560
| Closed | -$32K | – | 351 |
|
|
2015
Q3 | $32K | Buy |
+560
| New | +$32K | 0.01% | 262 |
|