Kingswood Wealth Advisors’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 | $428K | Buy |
4,124
+793
| +24% | +$82.3K | 0.03% | 459 |
|
|
2025
Q1 | $364K | Buy |
3,331
+430
| +15% | +$47K | 0.03% | 483 |
|
|
2024
Q4 | $268K | Sell |
2,901
-9,174
| -76% | -$846K | 0.02% | 647 |
|
|
2024
Q3 | $1.24M | Buy |
12,075
+7,568
| +168% | +$776K | 0.09% | 253 |
|
|
2024
Q2 | $395K | Buy |
4,507
+895
| +25% | +$78.5K | 0.04% | 445 |
|
|
2024
Q1 | $311K | Sell |
3,612
-239
| -6% | -$20.6K | 0.04% | 465 |
|
|
2023
Q4 | $313K | Sell |
3,851
-8,844
| -70% | -$718K | 0.04% | 463 |
|
|
2023
Q3 | $955K | Buy |
+12,695
| New | +$955K | 0.16% | 148 |
|