Lee Financial Group Hawaii’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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 | +$208K | 0.15% | 36 |
|
|
2020
Q1 | – | Sell |
-16,887
| Closed | -$1.6M | – | 25 |
|
|
2019
Q4 | $1.6M | Sell |
16,887
-47
| -0.3% | -$4.44K | 1.26% | 22 |
|
|
2019
Q3 | $1.59M | Buy |
16,934
+129
| +0.8% | +$12.1K | 1.42% | 20 |
|
|
2019
Q2 | $1.48M | Sell |
16,805
-394
| -2% | -$34.7K | 1.26% | 22 |
|
|
2019
Q1 | $1.44M | Sell |
17,199
-1,472
| -8% | -$123K | 1.34% | 17 |
|
|
2018
Q4 | $1.4M | Sell |
18,671
-835
| -4% | -$62.4K | 1.5% | 18 |
|
|
2018
Q3 | $1.38M | Sell |
19,506
-289
| -1% | -$20.5K | 1.23% | 23 |
|
|
2018
Q2 | $1.37M | Sell |
19,795
-180
| -0.9% | -$12.5K | 1.27% | 24 |
|
|
2018
Q1 | $1.37M | Buy |
19,975
+759
| +4% | +$52.1K | 1.32% | 24 |
|
|
2017
Q4 | $1.41M | Buy |
+19,216
| New | +$1.41M | 1.31% | 26 |
|