LA
Legacy Advisors’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,384
| Closed | -$1.24M | – | 29 |
|
|
2025
Q1 | $1.24M | Buy |
11,384
+4,262
| +60% | +$466K | 0.13% | 133 |
|
|
2024
Q4 | $657K | Sell |
7,122
-1
| -0% | -$92 | 0.06% | 225 |
|
|
2024
Q3 | $731K | Sell |
7,123
-26
| -0.4% | -$2.67K | 0.08% | 197 |
|
|
2024
Q2 | $627K | Buy |
+7,149
| New | +$627K | 0.08% | 185 |
|
|
2019
Q3 | – | Sell |
-293
| Closed | -$26K | – | 118 |
|
|
2019
Q2 | $26K | Hold |
293
| – | – | 0.02% | 239 |
|
|
2019
Q1 | $25K | Buy |
+293
| New | +$25K | 0.01% | 258 |
|
|
2018
Q4 | – | Sell |
-293
| Closed | -$21K | – | 119 |
|
|
2018
Q3 | $21K | Hold |
293
| – | – | 0.01% | 293 |
|
|
2018
Q2 | $20K | Hold |
293
| – | – | 0.01% | 254 |
|
|
2018
Q1 | $20K | Hold |
293
| – | – | 0.01% | 215 |
|
|
2017
Q4 | $21K | Sell |
293
-56
| -16% | -$4.01K | 0.02% | 184 |
|
|
2017
Q3 | $24K | Buy |
349
+56
| +19% | +$3.85K | 0.03% | 149 |
|
|
2017
Q2 | $20K | Hold |
293
| – | – | 0.03% | 134 |
|
|
2017
Q1 | $19K | Hold |
293
| – | – | 0.03% | 129 |
|
|
2016
Q4 | $18K | Buy |
+293
| New | +$18K | 0.02% | 147 |
|