Lake Street Advisors Group’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $415K | Buy |
4,498
+513
| +13% | +$47.3K | 0.02% | 365 |
|
|
2024
Q3 | $409K | Sell |
3,985
-23
| -0.6% | -$2.36K | 0.02% | 374 |
|
|
2024
Q2 | $352K | Buy |
4,008
+368
| +10% | +$32.3K | 0.02% | 403 |
|
|
2024
Q1 | $313K | Buy |
3,640
+142
| +4% | +$12.2K | 0.01% | 450 |
|
|
2023
Q4 | $284K | Buy |
+3,498
| New | +$284K | 0.01% | 457 |
|
|
2021
Q3 | – | Sell |
-2,327
| Closed | -$207K | – | 232 |
|
|
2021
Q2 | $207K | Buy |
+2,327
| New | +$207K | 0.02% | 306 |
|
|
2020
Q4 | – | Sell |
-2,476
| Closed | -$202K | – | 314 |
|
|
2020
Q3 | $202K | Sell |
2,476
-116
| -4% | -$9.46K | 0.02% | 269 |
|
|
2020
Q2 | $206K | Buy |
+2,592
| New | +$206K | 0.02% | 250 |
|
|
2020
Q1 | – | Sell |
-2,340
| Closed | -$221K | – | 251 |
|
|
2019
Q4 | $221K | Buy |
2,340
+25
| +1% | +$2.36K | 0.02% | 229 |
|
|
2019
Q3 | $217K | Sell |
2,315
-35
| -1% | -$3.28K | 0.02% | 202 |
|
|
2019
Q2 | $207K | Buy |
+2,350
| New | +$207K | 0.02% | 209 |
|