Laurel Wealth Advisors (North Carolina)’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 | $519K | Buy |
53,852
+53,333
| +10,276% | +$514K | 0.01% | 330 |
|
|
2025
Q1 | $56.7K | Hold |
519
| – | – | 0.01% | 294 |
|
|
2024
Q4 | $47.9K | Sell |
519
-100
| -16% | -$9.22K | 0.01% | 317 |
|
|
2024
Q3 | $63.5K | Buy |
619
+501
| +425% | +$51.4K | 0.01% | 287 |
|
|
2024
Q2 | $10.4K | Hold |
118
| – | – | ﹤0.01% | 427 |
|
|
2024
Q1 | $10.2K | Buy |
+118
| New | +$10.2K | ﹤0.01% | 433 |
|
|
2023
Q4 | – | Sell |
-75
| Closed | -$5.64K | – | 578 |
|
|
2023
Q3 | $5.64K | Buy |
+75
| New | +$5.64K | ﹤0.01% | 442 |
|
|
2021
Q4 | – | Sell |
-39
| Closed | -$3K | – | 664 |
|
|
2021
Q3 | $3K | Hold |
39
| – | – | ﹤0.01% | 528 |
|
|
2021
Q2 | $3K | Buy |
+39
| New | +$3K | ﹤0.01% | 593 |
|