Leo Wealth LLC’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 | $517K | Buy |
+4,979
| New | +$517K | 0.04% | 227 |
|
|
2025
Q1 | – | Sell |
-4,069
| Closed | -$375K | – | 271 |
|
|
2024
Q4 | $375K | Sell |
4,069
-20
| -0.5% | -$1.85K | 0.03% | 261 |
|
|
2024
Q3 | $420K | Sell |
4,089
-468
| -10% | -$48K | 0.04% | 246 |
|
|
2024
Q2 | $398K | Sell |
4,557
-372
| -8% | -$32.5K | 0.04% | 242 |
|
|
2024
Q1 | $420K | Buy |
4,929
+86
| +2% | +$7.32K | 0.04% | 234 |
|
|
2023
Q4 | $401K | Buy |
+4,843
| New | +$401K | 0.04% | 225 |
|