Laurel Wealth Advisors (California)’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.28M | Buy |
13,468
+639
| +5% | +$60.7K | 0.13% | 176 |
|
|
2022
Q3 | $1.11M | Sell |
12,829
-18
| -0.1% | -$1.56K | 0.12% | 192 |
|
|
2022
Q2 | $1.23M | Sell |
12,847
-225
| -2% | -$21.6K | 0.13% | 185 |
|
|
2022
Q1 | $1.3M | Sell |
13,072
-1,147
| -8% | -$114K | 0.11% | 201 |
|
|
2021
Q4 | $1.27M | Buy |
14,219
+2,530
| +22% | +$225K | 0.1% | 216 |
|
|
2021
Q3 | $949K | Sell |
11,689
-1,879
| -14% | -$153K | 0.17% | 139 |
|
|
2021
Q2 | $1.15M | Sell |
13,568
-356
| -3% | -$30.1K | 0.15% | 154 |
|
|
2021
Q1 | $1.18M | Sell |
13,924
-184
| -1% | -$15.6K | 0.18% | 138 |
|
|
2020
Q4 | $1.18M | Hold |
14,108
| – | – | 0.17% | 136 |
|
|
2020
Q3 | $1.15M | Sell |
14,108
-528
| -4% | -$43.2K | 0.19% | 124 |
|
|
2020
Q2 | $1.17M | Sell |
14,636
-2,004
| -12% | -$160K | 0.21% | 118 |
|
|
2020
Q1 | $1.33M | Buy |
16,640
+1,284
| +8% | +$103K | 0.31% | 83 |
|
|
2019
Q4 | $1.45M | Sell |
15,356
-5,949
| -28% | -$562K | 0.24% | 107 |
|
|
2019
Q3 | $2M | Buy |
21,305
+561
| +3% | +$52.6K | 0.34% | 75 |
|
|
2019
Q2 | $1.83M | Sell |
20,744
-68
| -0.3% | -$5.99K | 0.4% | 59 |
|
|
2019
Q1 | $1.74M | Sell |
20,812
-521
| -2% | -$43.6K | 0.43% | 60 |
|
|
2018
Q4 | $1.59M | Sell |
21,333
-2,373
| -10% | -$177K | 0.47% | 53 |
|
|
2018
Q3 | $1.68M | Sell |
23,706
-488
| -2% | -$34.6K | 0.41% | 58 |
|
|
2018
Q2 | $1.68M | Buy |
24,194
+250
| +1% | +$17.3K | 0.45% | 57 |
|
|
2018
Q1 | $1.64M | Sell |
23,944
-1,719
| -7% | -$118K | 0.51% | 52 |
|
|
2017
Q4 | $1.89M | Buy |
25,663
+2,122
| +9% | +$156K | 0.54% | 47 |
|
|
2017
Q3 | $1.65M | Hold |
23,541
| – | – | 0.55% | 45 |
|
|
2017
Q2 | $1.64M | Sell |
23,541
-112
| -0.5% | -$7.78K | 0.58% | 42 |
|
|
2017
Q1 | $1.59M | Sell |
23,653
-205
| -0.9% | -$13.8K | 0.61% | 41 |
|
|
2016
Q4 | $1.5M | Sell |
23,858
-1,426
| -6% | -$89.8K | 0.66% | 39 |
|
|
2016
Q3 | $1.62M | Sell |
25,284
-3
| -0% | -$193 | 0.77% | 29 |
|
|
2016
Q2 | $1.77M | Buy |
25,287
+316
| +1% | +$22.1K | 0.85% | 26 |
|
|
2016
Q1 | $1.66M | Buy |
24,971
+58
| +0.2% | +$3.85K | 0.83% | 29 |
|
|
2015
Q4 | $1.45M | Buy |
+24,913
| New | +$1.45M | 0.75% | 32 |
|