Legacy Private Trust’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $337K | Hold |
3,250
| – | – | 0.02% | 209 |
|
|
2025
Q1 | $355K | Buy |
+3,250
| New | +$355K | 0.02% | 199 |
|
|
2020
Q1 | – | Sell |
-2,828
| Closed | -$267K | – | 204 |
|
|
2019
Q4 | $267K | Hold |
2,828
| – | – | 0.03% | 212 |
|
|
2019
Q3 | $265K | Buy |
2,828
+93
| +3% | +$8.72K | 0.03% | 209 |
|
|
2019
Q2 | $241K | Hold |
2,735
| – | – | 0.03% | 216 |
|
|
2019
Q1 | $229K | Hold |
2,735
| – | – | 0.03% | 209 |
|
|
2018
Q4 | $204K | Buy |
+2,735
| New | +$204K | 0.03% | 218 |
|
|
2017
Q3 | – | Sell |
-3,445
| Closed | -$239K | – | 234 |
|
|
2017
Q2 | $239K | Sell |
3,445
-89
| -3% | -$6.17K | 0.03% | 209 |
|
|
2017
Q1 | $237K | Sell |
3,534
-845
| -19% | -$56.7K | 0.03% | 221 |
|
|
2016
Q4 | $276K | Sell |
4,379
-531
| -11% | -$33.5K | 0.04% | 212 |
|
|
2016
Q3 | $315K | Hold |
4,910
| – | – | 0.04% | 200 |
|
|
2016
Q2 | $344K | Sell |
4,910
-1,100
| -18% | -$77.1K | 0.05% | 187 |
|
|
2016
Q1 | $399K | Sell |
6,010
-8,075
| -57% | -$536K | 0.06% | 183 |
|
|
2015
Q4 | $821K | Sell |
14,085
-210
| -1% | -$12.2K | 0.12% | 146 |
|
|
2015
Q3 | $813K | Sell |
14,295
-325
| -2% | -$18.5K | 0.13% | 147 |
|
|
2015
Q2 | $774K | Sell |
14,620
-670
| -4% | -$35.5K | 0.12% | 159 |
|
|
2015
Q1 | $860K | Sell |
15,290
-5,350
| -26% | -$301K | 0.13% | 151 |
|
|
2014
Q4 | $1.25M | Sell |
20,640
-460
| -2% | -$27.9K | 0.18% | 131 |
|
|
2014
Q3 | $1.1M | Hold |
21,100
| – | – | 0.17% | 140 |
|
|
2014
Q2 | $1.18M | Buy |
+21,100
| New | +$1.18M | 0.18% | 127 |
|