Kingsview Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.72M | Buy |
26,262
+4,018
| +18% | +$417K | 0.05% | 376 |
|
|
2025
Q1 | $2.43M | Buy |
22,244
+181
| +0.8% | +$19.8K | 0.05% | 350 |
|
|
2024
Q4 | $2.03M | Buy |
22,063
+731
| +3% | +$67.4K | 0.04% | 385 |
|
|
2024
Q3 | $2.19M | Buy |
21,332
+5,100
| +31% | +$523K | 0.05% | 354 |
|
|
2024
Q2 | $1.42M | Buy |
16,232
+2,944
| +22% | +$258K | 0.03% | 426 |
|
|
2024
Q1 | $1.14M | Buy |
13,288
+136
| +1% | +$11.7K | 0.03% | 464 |
|
|
2023
Q4 | $1.07M | Buy |
13,152
+410
| +3% | +$33.3K | 0.03% | 450 |
|
|
2023
Q3 | $958K | Buy |
12,742
+384
| +3% | +$28.9K | 0.03% | 447 |
|
|
2023
Q2 | $1.04M | Sell |
12,358
-346
| -3% | -$29.1K | 0.04% | 397 |
|
|
2023
Q1 | $1.16M | Sell |
12,704
-274
| -2% | -$24.9K | 0.05% | 357 |
|
|
2022
Q4 | $1.23M | Buy |
12,978
+660
| +5% | +$62.7K | 0.05% | 307 |
|
|
2022
Q3 | $1.07M | Buy |
12,318
+259
| +2% | +$22.4K | 0.05% | 316 |
|
|
2022
Q2 | $1.16M | Sell |
12,059
-328
| -3% | -$31.5K | 0.06% | 328 |
|
|
2022
Q1 | $1.24M | Buy |
12,387
+2,254
| +22% | +$225K | 0.05% | 329 |
|
|
2021
Q4 | $902K | Sell |
10,133
-318
| -3% | -$28.3K | 0.04% | 433 |
|
|
2021
Q3 | $848K | Buy |
10,451
+191
| +2% | +$15.5K | 0.04% | 413 |
|
|
2021
Q2 | $875K | Buy |
10,260
+657
| +7% | +$56K | 0.04% | 412 |
|
|
2021
Q1 | $821K | Sell |
9,603
-1,012
| -10% | -$86.5K | 0.05% | 383 |
|
|
2020
Q4 | $884K | Buy |
10,615
+584
| +6% | +$48.6K | 0.06% | 304 |
|
|
2020
Q3 | $820K | Buy |
10,031
+543
| +6% | +$44.4K | 0.07% | 262 |
|
|
2020
Q2 | $756K | Sell |
9,488
-1,383
| -13% | -$110K | 0.08% | 253 |
|
|
2020
Q1 | $869K | Buy |
10,871
+5,151
| +90% | +$412K | 0.12% | 197 |
|
|
2019
Q4 | $541K | Buy |
5,720
+547
| +11% | +$51.7K | 0.07% | 269 |
|
|
2019
Q3 | $485K | Buy |
5,173
+444
| +9% | +$41.6K | 0.08% | 257 |
|
|
2019
Q2 | $416K | Buy |
4,729
+584
| +14% | +$51.4K | 0.07% | 270 |
|
|
2019
Q1 | $347K | Buy |
4,145
+1,081
| +35% | +$90.5K | 0.05% | 325 |
|
|
2018
Q4 | $229K | Hold |
3,064
| – | – | 0.05% | 321 |
|
|
2018
Q3 | $217K | Sell |
3,064
-55
| -2% | -$3.9K | 0.04% | 329 |
|
|
2018
Q2 | $216K | Sell |
3,119
-1,440
| -32% | -$99.7K | 0.05% | 293 |
|
|
2018
Q1 | $313K | Sell |
4,559
-190
| -4% | -$13K | 0.08% | 255 |
|
|
2017
Q4 | $349K | Sell |
4,749
-203
| -4% | -$14.9K | 0.12% | 224 |
|
|
2017
Q3 | $348K | Buy |
+4,952
| New | +$348K | 0.15% | 189 |
|