Lantz Financial’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 | $386K | Buy |
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|
2025
Q2 | $343K | Buy |
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|
2025
Q1 | $357K | Buy |
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|
2024
Q4 | $300K | Buy |
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|
2024
Q3 | $322K | Sell |
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|
2024
Q2 | $315K | Sell |
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|
2024
Q1 | $311K | Buy |
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|
2023
Q4 | $284K | Buy |
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|
2023
Q3 | $262K | Buy |
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|
2023
Q2 | $288K | Buy |
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|
2023
Q1 | $277K | Buy |
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|
2022
Q4 | $210K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $203K | Sell |
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|
2022
Q1 | $319K | Buy |
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|
2021
Q4 | $260K | Buy |
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|
2021
Q3 | $216K | Buy |
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|
2021
Q2 | $216K | Buy |
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