Koss-Olinger Consulting’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 | $219K | Buy |
2,112
+1
| +0% | +$104 | 0.02% | 293 |
|
2025
Q1 | $231K | Buy |
+2,111
| New | +$231K | 0.02% | 282 |
|
2024
Q4 | – | Sell |
-2,109
| Closed | -$216K | – | 190 |
|
2024
Q3 | $216K | Buy |
+2,109
| New | +$216K | 0.02% | 254 |
|
2023
Q3 | – | Sell |
-2,459
| Closed | -$207K | – | 276 |
|
2023
Q2 | $207K | Hold |
2,459
| – | – | 0.02% | 254 |
|
2023
Q1 | $224K | Hold |
2,459
| – | – | 0.03% | 219 |
|
2022
Q4 | $233K | Sell |
2,459
-213
| -8% | -$20.2K | 0.03% | 189 |
|
2022
Q3 | $231K | Buy |
2,672
+263
| +11% | +$22.7K | 0.04% | 188 |
|
2022
Q2 | $231K | Hold |
2,409
| – | – | 0.04% | 151 |
|
2022
Q1 | $240K | Hold |
2,409
| – | – | 0.04% | 164 |
|
2021
Q4 | $214K | Buy |
+2,409
| New | +$214K | 0.03% | 179 |
|
2021
Q3 | – | Sell |
-2,409
| Closed | -$204K | – | 232 |
|
2021
Q2 | $204K | Hold |
2,409
| – | – | 0.03% | 224 |
|
2021
Q1 | $204K | Buy |
+2,409
| New | +$204K | 0.03% | 210 |
|