Leavell Investment Management’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 | $420K | Buy |
4,045
+241
| +6% | +$25K | 0.02% | 439 |
|
|
2025
Q1 | $416K | Buy |
3,804
+644
| +20% | +$70.4K | 0.02% | 418 |
|
|
2024
Q4 | $291K | Buy |
3,160
+575
| +22% | +$53K | 0.01% | 462 |
|
|
2024
Q3 | $265K | Buy |
2,585
+53
| +2% | +$5.44K | 0.01% | 484 |
|
|
2024
Q2 | $222K | Buy |
+2,532
| New | +$222K | 0.01% | 479 |
|
|
2023
Q3 | – | Sell |
-3,127
| Closed | -$263K | – | 455 |
|
|
2023
Q2 | $263K | Sell |
3,127
-430
| -12% | -$36.2K | 0.02% | 418 |
|
|
2023
Q1 | $324K | Sell |
3,557
-70
| -2% | -$6.38K | 0.02% | 379 |
|
|
2022
Q4 | $344K | Sell |
3,627
-1,374
| -27% | -$130K | 0.03% | 361 |
|
|
2022
Q3 | $432K | Buy |
5,001
+1,724
| +53% | +$149K | 0.03% | 325 |
|
|
2022
Q2 | $314K | Hold |
3,277
| – | – | 0.02% | 365 |
|
|
2022
Q1 | $327K | Hold |
3,277
| – | – | 0.02% | 356 |
|
|
2021
Q4 | $292K | Sell |
3,277
-260
| -7% | -$23.2K | 0.02% | 381 |
|
|
2021
Q3 | $287K | Sell |
3,537
-186
| -5% | -$15.1K | 0.02% | 355 |
|
|
2021
Q2 | $315K | Hold |
3,723
| – | – | 0.03% | 332 |
|
|
2021
Q1 | $315K | Sell |
3,723
-780
| -17% | -$66K | 0.03% | 332 |
|
|
2020
Q4 | $375K | Sell |
4,503
-1,903
| -30% | -$158K | 0.03% | 304 |
|
|
2020
Q3 | $524K | Hold |
6,406
| – | – | 0.05% | 260 |
|
|
2020
Q2 | $510K | Sell |
6,406
-117
| -2% | -$9.32K | 0.05% | 251 |
|
|
2020
Q1 | $522K | Hold |
6,523
| – | – | 0.06% | 227 |
|
|
2019
Q4 | $616K | Sell |
6,523
-142
| -2% | -$13.4K | 0.06% | 245 |
|
|
2019
Q3 | $624K | Buy |
6,665
+300
| +5% | +$28.1K | 0.06% | 234 |
|
|
2019
Q2 | $560K | Buy |
6,365
+590
| +10% | +$51.9K | 0.06% | 250 |
|
|
2019
Q1 | $484K | Hold |
5,775
| – | – | 0.05% | 262 |
|
|
2018
Q4 | $432K | Buy |
5,775
+655
| +13% | +$49K | 0.05% | 258 |
|
|
2018
Q3 | $363K | Buy |
5,120
+220
| +4% | +$15.6K | 0.04% | 298 |
|
|
2018
Q2 | $339K | Sell |
4,900
-500
| -9% | -$34.6K | 0.04% | 305 |
|
|
2018
Q1 | $370K | Buy |
5,400
+250
| +5% | +$17.1K | 0.04% | 291 |
|
|
2017
Q4 | $379K | Hold |
5,150
| – | – | 0.04% | 291 |
|
|
2017
Q3 | $362K | Buy |
5,150
+250
| +5% | +$17.6K | 0.04% | 284 |
|
|
2017
Q2 | $340K | Hold |
4,900
| – | – | 0.04% | 299 |
|
|
2017
Q1 | $329K | Buy |
4,900
+700
| +17% | +$47K | 0.04% | 293 |
|
|
2016
Q4 | $264K | Hold |
4,200
| – | – | 0.04% | 324 |
|
|
2016
Q3 | $270K | Sell |
4,200
-500
| -11% | -$32.1K | 0.04% | 320 |
|
|
2016
Q2 | $329K | Hold |
4,700
| – | – | 0.05% | 299 |
|
|
2016
Q1 | $312K | Hold |
4,700
| – | – | 0.05% | 296 |
|
|
2015
Q4 | $274K | Buy |
4,700
+550
| +13% | +$32.1K | 0.04% | 315 |
|
|
2015
Q3 | $236K | Buy |
+4,150
| New | +$236K | 0.04% | 343 |
|