Lehman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $372K | Buy |
5,257
+2
| +0% | +$142 | 0.17% | 61 |
|
|
2018
Q2 | $363K | Buy |
5,255
+868
| +20% | +$60K | 0.18% | 56 |
|
|
2018
Q1 | $300K | Hold |
4,387
| – | – | 0.15% | 61 |
|
|
2017
Q4 | $322K | Hold |
4,387
| – | – | 0.17% | 57 |
|
|
2017
Q3 | $308K | Sell |
4,387
-41
| -0.9% | -$2.88K | 0.16% | 52 |
|
|
2017
Q2 | $308K | Hold |
4,428
| – | – | 0.17% | 49 |
|
|
2017
Q1 | $297K | Buy |
4,428
+41
| +0.9% | +$2.75K | 0.16% | 49 |
|
|
2016
Q4 | $276K | Hold |
4,387
| – | – | 0.16% | 48 |
|
|
2016
Q3 | $281K | Hold |
4,387
| – | – | 0.16% | 46 |
|
|
2016
Q2 | $307K | Hold |
4,387
| – | – | 0.15% | 47 |
|
|
2016
Q1 | $291K | Hold |
4,387
| – | – | 0.16% | 50 |
|
|
2015
Q4 | $255K | Hold |
4,387
| – | – | 0.14% | 51 |
|
|
2015
Q3 | $249K | Hold |
4,387
| – | – | 0.13% | 55 |
|
|
2015
Q2 | $232K | Hold |
4,387
| – | – | 0.11% | 53 |
|
|
2015
Q1 | $247K | Buy |
4,387
+387
| +10% | +$21.8K | 0.11% | 54 |
|
|
2014
Q4 | $243K | Hold |
4,000
| – | – | 0.12% | 57 |
|
|
2014
Q3 | $209K | Hold |
4,000
| – | – | 0.11% | 56 |
|
|
2014
Q2 | $223K | Hold |
4,000
| – | – | 0.11% | 57 |
|
|
2014
Q1 | $203K | Hold |
4,000
| – | – | 0.11% | 57 |
|
|
2013
Q4 | $187K | Hold |
4,000
| – | – | 0.12% | 58 |
|
|
2013
Q3 | $173K | Buy |
4,000
+3,000
| +300% | +$130K | 0.11% | 57 |
|
|
2013
Q2 | $45K | Buy |
+1,000
| New | +$45K | 0.03% | 110 |
|