Legacy Advisors’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
2025 Q2	–	Sell	-11,384	Closed	-$1.24M	–	29
2025 Q1	$1.24M	Buy	11,384 +4,262	+60%	+$432K	0.13%	133
2024 Q4	$657K	Sell	7,122 -1	-0%	-$97	0.06%	225
2024 Q3	$731K	Sell	7,123 -26	-0.4%	-$2.54K	0.08%	197
2024 Q2	$627K	Buy	+7,149	New	+$625K	0.08%	185
2019 Q3	–	Sell	-293	Closed	-$26K	–	118
2019 Q2	$26K	Hold	293	–	–	0.02%	239
2019 Q1	$25K	Buy	+293	New	+$23.3K	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%	-$4.18K	0.02%	184
2017 Q3	$24K	Buy	349 +56	+19%	+$3.99K	0.03%	150
2017 Q2	$20K	Hold	293	–	–	0.03%	134
2017 Q1	$19K	Hold	293	–	–	0.03%	129
2016 Q4	$18K	Buy	+293	New	+$18.1K	0.02%	147