LJAC
L.J. Altfest & Co’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $282K | Sell |
2,718
-6,785
| -71% | -$704K | 0.03% | 291 |
|
|
2025
Q1 | $1.04M | Buy |
9,503
+1,047
| +12% | +$114K | 0.13% | 121 |
|
|
2024
Q4 | $780K | Sell |
8,456
-3,189
| -27% | -$294K | 0.1% | 143 |
|
|
2024
Q3 | $1.2M | Buy |
+11,645
| New | +$1.2M | 0.16% | 110 |
|
|
2023
Q2 | – | Sell |
-2,282
| Closed | -$208K | – | 288 |
|
|
2023
Q1 | $208K | Hold |
2,282
| – | – | 0.03% | 261 |
|
|
2022
Q4 | $217K | Buy |
+2,282
| New | +$217K | 0.04% | 239 |
|
|
2022
Q3 | – | Sell |
-2,282
| Closed | -$219K | – | 259 |
|
|
2022
Q2 | $219K | Hold |
2,282
| – | – | 0.04% | 231 |
|
|
2022
Q1 | $228K | Sell |
2,282
-38
| -2% | -$3.8K | 0.04% | 239 |
|
|
2021
Q4 | $206K | Buy |
+2,320
| New | +$206K | 0.04% | 237 |
|
|
2020
Q2 | – | Sell |
-3,979
| Closed | -$318K | – | 217 |
|
|
2020
Q1 | $318K | Hold |
3,979
| – | – | 0.1% | 130 |
|
|
2019
Q4 | $376K | Hold |
3,979
| – | – | 0.09% | 131 |
|
|
2019
Q3 | $373K | Sell |
3,979
-150
| -4% | -$14.1K | 0.1% | 121 |
|
|
2019
Q2 | $363K | Buy |
4,129
+150
| +4% | +$13.2K | 0.1% | 123 |
|
|
2019
Q1 | $333K | Buy |
+3,979
| New | +$333K | 0.08% | 132 |
|
|
2018
Q4 | – | Sell |
-3,979
| Closed | -$282K | – | 147 |
|
|
2018
Q3 | $282K | Hold |
3,979
| – | – | 0.08% | 141 |
|
|
2018
Q2 | $276K | Sell |
3,979
-76
| -2% | -$5.27K | 0.1% | 136 |
|
|
2018
Q1 | $278K | Hold |
4,055
| – | – | 0.12% | 133 |
|
|
2017
Q4 | $298K | Buy |
+4,055
| New | +$298K | 0.11% | 132 |
|