Lee Financial’s American Electric Power AEP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-89	Closed	-$7.23K	–	163
2023 Q4	$7.23K	Sell	89 -596	-87%	-$48.4K	﹤0.01%	483
2023 Q3	$51.5K	Hold	685	–	–	0.01%	212
2023 Q2	$57.7K	Sell	685 -144	-17%	-$12.1K	0.01%	212
2023 Q1	$75.4K	Buy	829 +139	+20%	+$12.6K	0.01%	205
2022 Q4	$65.5K	Hold	690	–	–	0.01%	231
2022 Q3	$60K	Sell	690 -4	-0.6%	-$348	0.01%	237
2022 Q2	$67K	Buy	694 +9	+1%	+$869	0.01%	219
2022 Q1	$68K	Hold	685	–	–	0.01%	219
2021 Q4	$61K	Hold	685	–	–	0.01%	231
2021 Q3	$56K	Hold	685	–	–	0.01%	216
2021 Q2	$58K	Hold	685	–	–	0.01%	216
2021 Q1	$58K	Hold	685	–	–	0.01%	221
2020 Q4	$57K	Hold	685	–	–	0.01%	197
2020 Q3	$56K	Sell	685 -116	-14%	-$9.48K	0.02%	217
2020 Q2	$64K	Hold	801	–	–	0.02%	175
2020 Q1	$64K	Hold	801	–	–	0.02%	152
2019 Q4	$76K	Hold	801	–	–	0.02%	161
2019 Q3	$75K	Hold	801	–	–	0.02%	162
2019 Q2	$70K	Hold	801	–	–	0.02%	181
2019 Q1	$67K	Hold	801	–	–	0.02%	177
2018 Q4	$60K	Hold	801	–	–	0.02%	174
2018 Q3	$57K	Sell	801 -170	-18%	-$12.1K	0.01%	184
2018 Q2	$67K	Hold	971	–	–	0.02%	241
2018 Q1	$67K	Buy	971 +170	+21%	+$11.7K	0.02%	236
2017 Q4	$59K	Hold	801	–	–	0.02%	181
2017 Q3	$56K	Hold	801	–	–	0.02%	174
2017 Q2	$56K	Hold	801	–	–	0.02%	186
2017 Q1	$54K	Hold	801	–	–	0.02%	167
2016 Q4	$50K	Buy	+801	New	+$50K	0.03%	176