Lebenthal Global Advisors’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 | $277K | Buy |
2,674
+7
| +0.3% | +$726 | 0.05% | 169 |
|
|
2025
Q1 | $291K | Buy |
+2,667
| New | +$291K | 0.05% | 166 |
|
|
2024
Q4 | – | Sell |
-2,162
| Closed | -$222K | – | 190 |
|
|
2024
Q3 | $222K | Buy |
+2,162
| New | +$222K | 0.05% | 173 |
|
|
2023
Q1 | – | Sell |
-2,119
| Closed | -$201K | – | 114 |
|
|
2022
Q4 | $201K | Buy |
+2,119
| New | +$201K | 0.07% | 126 |
|
|
2021
Q1 | – | Sell |
-2,169
| Closed | -$180K | – | 141 |
|
|
2020
Q4 | $180K | Buy |
+2,169
| New | +$180K | 0.13% | 102 |
|