Kovitz Investment Group Partners’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.79M | Sell |
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|
2025
Q2 | $4.23M | Sell |
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|
2025
Q1 | $4.61M | Sell |
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|
2024
Q4 | $3.92M | Buy |
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|
2024
Q3 | $253K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $365K | Hold |
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|
2022
Q4 | $381K | Buy |
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|
2022
Q3 | $345K | Buy |
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|
2022
Q2 | $380K | Hold |
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|
2022
Q1 | $396K | Sell |
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|
2021
Q4 | $1.33M | Buy |
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|
2021
Q3 | $1.1M | Sell |
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|
2021
Q2 | $1.34M | Buy |
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|
2021
Q1 | $1.34M | Sell |
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|
2020
Q4 | $1.33M | Buy |
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|
2020
Q3 | $1.3M | Sell |
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|
2020
Q2 | $1.27M | Buy |
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|
2020
Q1 | $1.02M | Buy |
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