Kovitz Investment Group 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 | $4.23M | Sell |
40,746
-1,436
| -3% | -$149K | 0.02% | 473 |
|
|
2025
Q1 | $4.61M | Sell |
42,182
-292
| -0.7% | -$31.9K | 0.02% | 418 |
|
|
2024
Q4 | $3.92M | Buy |
42,474
+32,518
| +327% | +$3M | 0.02% | 447 |
|
|
2024
Q3 | $253K | Buy |
+9,956
| New | +$253K | ﹤0.01% | 900 |
|
|
2023
Q2 | – | Sell |
-4,012
| Closed | -$365K | – | 403 |
|
|
2023
Q1 | $365K | Hold |
4,012
| – | – | 0.01% | 358 |
|
|
2022
Q4 | $381K | Buy |
4,012
+25
| +0.6% | +$2.37K | 0.01% | 342 |
|
|
2022
Q3 | $345K | Buy |
3,987
+21
| +0.5% | +$1.82K | 0.01% | 346 |
|
|
2022
Q2 | $380K | Hold |
3,966
| – | – | 0.01% | 351 |
|
|
2022
Q1 | $396K | Sell |
3,966
-12,004
| -75% | -$1.2M | 0.01% | 351 |
|
|
2021
Q4 | $1.33M | Buy |
15,970
+2,450
| +18% | +$204K | 0.03% | 242 |
|
|
2021
Q3 | $1.1M | Sell |
13,520
-2,303
| -15% | -$187K | 0.02% | 287 |
|
|
2021
Q2 | $1.34M | Buy |
15,823
+1
| +0% | +$85 | 0.03% | 274 |
|
|
2021
Q1 | $1.34M | Sell |
15,822
-148
| -0.9% | -$12.5K | 0.03% | 248 |
|
|
2020
Q4 | $1.33M | Buy |
15,970
+1
| +0% | +$83 | 0.03% | 238 |
|
|
2020
Q3 | $1.31M | Sell |
15,969
-23
| -0.1% | -$1.88K | 0.04% | 233 |
|
|
2020
Q2 | $1.27M | Buy |
15,992
+3,277
| +26% | +$261K | 0.04% | 228 |
|
|
2020
Q1 | $1.02M | Buy |
+12,715
| New | +$1.02M | 0.04% | 237 |
|