Kingswood Wealth Advisors’s American Electric Power AEP Stock Holding History

Kingswood Wealth Advisors’s Portfolio AEP Stock Details AEP Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.41M	Buy
2025 Q2	$428K	Buy
2025 Q1	$364K	Buy
2024 Q4	$268K	Sell
2024 Q3	$1.24M	Buy
2024 Q2	$395K	Buy
2024 Q1	$311K	Sell
2023 Q4	$313K	Sell
2023 Q3	$955K	Buy