Lehman & Derafelo Financial Resources’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $407K | Hold |
4,290
| – | – | 0.12% | 69 |
|
|
2022
Q3 | $371K | Sell |
4,290
-14
| -0.3% | -$1.21K | 0.12% | 64 |
|
|
2022
Q2 | $413K | Hold |
4,304
| – | – | 0.13% | 66 |
|
|
2022
Q1 | $429K | Buy |
4,304
+14
| +0.3% | +$1.4K | 0.12% | 70 |
|
|
2021
Q4 | $382K | Hold |
4,290
| – | – | 0.12% | 71 |
|
|
2021
Q3 | $348K | Sell |
4,290
-987
| -19% | -$80.1K | 0.11% | 72 |
|
|
2021
Q2 | $446K | Hold |
5,277
| – | – | 0.12% | 72 |
|
|
2021
Q1 | $447K | Buy |
5,277
+600
| +13% | +$50.8K | 0.13% | 71 |
|
|
2020
Q4 | $389K | Hold |
4,677
| – | – | 0.12% | 75 |
|
|
2020
Q3 | $382K | Hold |
4,677
| – | – | 0.12% | 64 |
|
|
2020
Q2 | $372K | Sell |
4,677
-104
| -2% | -$8.27K | 0.13% | 63 |
|
|
2020
Q1 | $382K | Sell |
4,781
-187
| -4% | -$14.9K | 0.16% | 59 |
|
|
2019
Q4 | $470K | Buy |
4,968
+4
| +0.1% | +$378 | 0.17% | 61 |
|
|
2019
Q3 | $465K | Hold |
4,964
| – | – | 0.18% | 60 |
|
|
2019
Q2 | $446K | Hold |
4,964
| – | – | 0.18% | 57 |
|
|
2019
Q1 | $416K | Hold |
4,964
| – | – | 0.18% | 60 |
|
|
2018
Q4 | $371K | Buy |
+4,964
| New | +$371K | 0.18% | 58 |
|