Lantz Financial’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 | $343K | Buy |
3,303
+38
| +1% | +$3.94K | 0.09% | 171 |
|
|
2025
Q1 | $357K | Buy |
3,265
+16
| +0.5% | +$1.75K | 0.1% | 165 |
|
|
2024
Q4 | $300K | Buy |
3,249
+115
| +4% | +$10.6K | 0.08% | 179 |
|
|
2024
Q3 | $322K | Sell |
3,134
-460
| -13% | -$47.2K | 0.09% | 176 |
|
|
2024
Q2 | $315K | Sell |
3,594
-14
| -0.4% | -$1.23K | 0.1% | 161 |
|
|
2024
Q1 | $311K | Buy |
3,608
+106
| +3% | +$9.13K | 0.1% | 162 |
|
|
2023
Q4 | $284K | Buy |
3,502
+16
| +0.5% | +$1.3K | 0.1% | 163 |
|
|
2023
Q3 | $262K | Buy |
3,486
+60
| +2% | +$4.51K | 0.1% | 156 |
|
|
2023
Q2 | $288K | Buy |
3,426
+386
| +13% | +$32.5K | 0.11% | 148 |
|
|
2023
Q1 | $277K | Buy |
3,040
+831
| +38% | +$75.6K | 0.12% | 140 |
|
|
2022
Q4 | $210K | Buy |
+2,209
| New | +$210K | 0.1% | 172 |
|
|
2022
Q3 | – | Sell |
-2,111
| Closed | -$203K | – | 164 |
|
|
2022
Q2 | $203K | Sell |
2,111
-1,084
| -34% | -$104K | 0.09% | 161 |
|
|
2022
Q1 | $319K | Buy |
3,195
+277
| +9% | +$27.7K | 0.13% | 131 |
|
|
2021
Q4 | $260K | Buy |
2,918
+256
| +10% | +$22.8K | 0.12% | 135 |
|
|
2021
Q3 | $216K | Buy |
2,662
+105
| +4% | +$8.52K | 0.11% | 137 |
|
|
2021
Q2 | $216K | Buy |
+2,557
| New | +$216K | 0.11% | 137 |
|