LFA
Legacy Financial Advisors’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Sell |
1,999
-50
| -2% | -$5.19K | 0.03% | 329 |
|
|
2025
Q1 | $224K | Buy |
+2,049
| New | +$224K | 0.04% | 329 |
|
|
2019
Q2 | – | Sell |
-400
| Closed | -$34K | – | 133 |
|
|
2019
Q1 | $34K | Buy |
400
+49
| +14% | +$4.17K | 0.01% | 343 |
|
|
2018
Q4 | $26K | Buy |
351
+51
| +17% | +$3.78K | 0.01% | 354 |
|
|
2018
Q3 | $21K | Hold |
300
| – | – | 0.01% | 363 |
|
|
2018
Q2 | $21K | Hold |
300
| – | – | 0.01% | 364 |
|
|
2018
Q1 | $20K | Sell |
300
-70
| -19% | -$4.67K | 0.01% | 365 |
|
|
2017
Q4 | $27K | Buy |
+370
| New | +$27K | 0.01% | 319 |
|