Lee Financial Group Hawaii’s American Electric Power AEP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-2,343	Closed	-$222K	–	32
2022 Q4	$222K	Hold	2,343	–	–	0.22%	26
2022 Q3	$203	Hold	2,343	–	–	0.16%	31
2022 Q2	$225K	Hold	2,343	–	–	0.22%	30
2022 Q1	$234	Hold	2,343	–	–	0.16%	36
2021 Q4	$208K	Buy	+2,343	New	+$198K	0.15%	36
2020 Q1	–	Sell	-16,887	Closed	-$1.6M	–	25
2019 Q4	$1.6M	Sell	16,887 -47	-0.3%	-$4.34K	1.26%	22
2019 Q3	$1.59M	Buy	16,934 +129	+0.8%	+$11.7K	1.42%	20
2019 Q2	$1.48M	Sell	16,805 -394	-2%	-$34K	1.26%	22
2019 Q1	$1.44M	Sell	17,199 -1,472	-8%	-$117K	1.34%	17
2018 Q4	$1.4M	Sell	18,671 -835	-4%	-$62.7K	1.5%	18
2018 Q3	$1.38M	Sell	19,506 -289	-1%	-$20.6K	1.23%	23
2018 Q2	$1.37M	Sell	19,795 -180	-0.9%	-$12.1K	1.27%	24
2018 Q1	$1.37M	Buy	19,975 +759	+4%	+$51.1K	1.32%	24
2017 Q4	$1.41M	Buy	+19,216	New	+$1.44M	1.31%	26