KMG Fiduciary Partners’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 | – | Sell |
-23,305
| Closed | -$2.55M | – | 289 |
|
|
2025
Q1 | $2.55M | Buy |
23,305
+2,097
| +10% | +$229K | 0.21% | 106 |
|
|
2024
Q4 | $1.96M | Buy |
21,208
+2,452
| +13% | +$226K | 0.16% | 128 |
|
|
2024
Q3 | $1.92M | Buy |
18,756
+360
| +2% | +$36.9K | 0.17% | 128 |
|
|
2024
Q2 | $1.61M | Buy |
18,396
+771
| +4% | +$67.6K | 0.16% | 113 |
|
|
2024
Q1 | $1.52M | Buy |
17,625
+830
| +5% | +$71.5K | 0.16% | 118 |
|
|
2023
Q4 | $1.36M | Sell |
16,795
-1,641
| -9% | -$133K | 0.16% | 125 |
|
|
2023
Q3 | $1.39M | Sell |
18,436
-922
| -5% | -$69.4K | 0.18% | 121 |
|
|
2023
Q2 | $1.63M | Buy |
19,358
+357
| +2% | +$30.1K | 0.21% | 112 |
|
|
2023
Q1 | $1.73M | Buy |
19,001
+907
| +5% | +$82.5K | 0.25% | 103 |
|
|
2022
Q4 | $1.72M | Buy |
18,094
+3,333
| +23% | +$316K | 0.28% | 94 |
|
|
2022
Q3 | $1.28M | Buy |
14,761
+1,326
| +10% | +$115K | 0.25% | 97 |
|
|
2022
Q2 | $1.29M | Buy |
13,435
+995
| +8% | +$95.5K | 0.24% | 92 |
|
|
2022
Q1 | $1.24M | Buy |
12,440
+1,541
| +14% | +$154K | 0.2% | 97 |
|
|
2021
Q4 | $970K | Buy |
10,899
+1,865
| +21% | +$166K | 0.15% | 107 |
|
|
2021
Q3 | $733K | Buy |
9,034
+977
| +12% | +$79.3K | 0.12% | 116 |
|
|
2021
Q2 | $682K | Buy |
8,057
+789
| +11% | +$66.8K | 0.12% | 122 |
|
|
2021
Q1 | $616K | Sell |
7,268
-13,874
| -66% | -$1.18M | 0.12% | 121 |
|
|
2020
Q4 | $1.72M | Buy |
21,142
+3,988
| +23% | +$325K | 0.36% | 62 |
|
|
2020
Q3 | $1.4M | Buy |
17,154
+2,334
| +16% | +$191K | 0.35% | 64 |
|
|
2020
Q2 | $1.18M | Buy |
14,820
+1,747
| +13% | +$139K | 0.33% | 69 |
|
|
2020
Q1 | $1.05M | Buy |
+13,073
| New | +$1.05M | 0.34% | 67 |
|