Larson Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Buy |
16,022
+4,323
| +37% | +$449K | 0.07% | 234 |
|
|
2025
Q1 | $1.28M | Buy |
11,699
+655
| +6% | +$71.6K | 0.06% | 237 |
|
|
2024
Q4 | $1.02M | Buy |
11,044
+9,006
| +442% | +$831K | 0.05% | 238 |
|
|
2024
Q3 | $209K | Sell |
2,038
-30
| -1% | -$3.08K | 0.01% | 560 |
|
|
2024
Q2 | $181K | Buy |
2,068
+267
| +15% | +$23.4K | 0.01% | 499 |
|
|
2024
Q1 | $155K | Sell |
1,801
-300
| -14% | -$25.8K | 0.01% | 460 |
|
|
2023
Q4 | $171K | Buy |
2,101
+9
| +0.4% | +$731 | 0.01% | 386 |
|
|
2023
Q3 | $157K | Sell |
2,092
-118
| -5% | -$8.88K | 0.02% | 368 |
|
|
2023
Q2 | $186K | Buy |
2,210
+418
| +23% | +$35.2K | 0.02% | 326 |
|
|
2023
Q1 | $163K | Hold |
1,792
| – | – | 0.02% | 342 |
|
|
2022
Q4 | $170K | Sell |
1,792
-900
| -33% | -$85.5K | 0.02% | 326 |
|
|
2022
Q3 | $233K | Buy |
2,692
+2,629
| +4,173% | +$228K | 0.03% | 257 |
|
|
2022
Q2 | $6K | Buy |
63
+1
| +2% | +$95 | ﹤0.01% | 815 |
|
|
2022
Q1 | $6K | Hold |
62
| – | – | ﹤0.01% | 750 |
|
|
2021
Q4 | $6K | Buy |
62
+1
| +2% | +$97 | ﹤0.01% | 768 |
|
|
2021
Q3 | $5K | Sell |
61
-518
| -89% | -$42.5K | ﹤0.01% | 679 |
|
|
2021
Q2 | $49K | Buy |
579
+493
| +573% | +$41.7K | 0.01% | 278 |
|
|
2021
Q1 | $7K | Buy |
86
+26
| +43% | +$2.12K | ﹤0.01% | 592 |
|
|
2020
Q4 | $5K | Buy |
60
+1
| +2% | +$83 | ﹤0.01% | 559 |
|
|
2020
Q3 | $5K | Hold |
59
| – | – | ﹤0.01% | 518 |
|
|
2020
Q2 | $5K | Buy |
59
+1
| +2% | +$85 | ﹤0.01% | 470 |
|
|
2020
Q1 | $5K | Sell |
58
-24
| -29% | -$2.07K | ﹤0.01% | 357 |
|
|
2019
Q4 | $8K | Buy |
82
+25
| +44% | +$2.44K | ﹤0.01% | 319 |
|
|
2019
Q3 | $5K | Hold |
57
| – | – | ﹤0.01% | 358 |
|
|
2019
Q2 | $5K | Hold |
57
| – | – | ﹤0.01% | 303 |
|
|
2019
Q1 | $5K | Buy |
57
+1
| +2% | +$88 | ﹤0.01% | 287 |
|
|
2018
Q4 | $4K | Buy |
+56
| New | +$4K | ﹤0.01% | 287 |
|