Level Four Advisory Services’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 | $1.28M | Sell |
12,378
-253
| -2% | -$26.3K | 0.05% | 337 |
|
|
2025
Q1 | $1.38M | Buy |
12,631
+1,084
| +9% | +$118K | 0.06% | 297 |
|
|
2024
Q4 | $1.07M | Buy |
11,547
+277
| +2% | +$25.5K | 0.04% | 329 |
|
|
2024
Q3 | $1.11M | Sell |
11,270
-250
| -2% | -$24.7K | 0.05% | 326 |
|
|
2024
Q2 | $1.01M | Sell |
11,520
-2,058
| -15% | -$181K | 0.05% | 331 |
|
|
2024
Q1 | $1.1M | Hold |
13,578
| – | – | 0.06% | 281 |
|
|
2023
Q4 | $1.1M | Buy |
13,578
+2,489
| +22% | +$202K | 0.06% | 280 |
|
|
2023
Q3 | $834K | Sell |
11,089
-2,856
| -20% | -$215K | 0.05% | 321 |
|
|
2023
Q2 | $1.17M | Buy |
13,945
+2,180
| +19% | +$184K | 0.07% | 261 |
|
|
2023
Q1 | $1.07M | Buy |
11,765
+948
| +9% | +$86.3K | 0.07% | 266 |
|
|
2022
Q4 | $1.03M | Buy |
10,817
+5,227
| +94% | +$496K | 0.08% | 243 |
|
|
2022
Q3 | $483K | Sell |
5,590
-477
| -8% | -$41.2K | 0.05% | 313 |
|
|
2022
Q2 | $582K | Sell |
6,067
-424
| -7% | -$40.7K | 0.05% | 309 |
|
|
2022
Q1 | $648K | Buy |
6,491
+54
| +0.8% | +$5.39K | 0.05% | 329 |
|
|
2021
Q4 | $573K | Buy |
6,437
+866
| +16% | +$77.1K | 0.04% | 353 |
|
|
2021
Q3 | $452K | Sell |
5,571
-1,231
| -18% | -$99.9K | 0.05% | 307 |
|
|
2021
Q2 | $575K | Sell |
6,802
-15
| -0.2% | -$1.27K | 0.04% | 369 |
|
|
2021
Q1 | $577K | Buy |
6,817
+210
| +3% | +$17.8K | 0.04% | 358 |
|
|
2020
Q4 | $550K | Sell |
6,607
-1,319
| -17% | -$110K | 0.04% | 354 |
|
|
2020
Q3 | $648K | Sell |
7,926
-1,246
| -14% | -$102K | 0.05% | 305 |
|
|
2020
Q2 | $733K | Buy |
9,172
+815
| +10% | +$65.1K | 0.06% | 305 |
|
|
2020
Q1 | $670K | Buy |
8,357
+524
| +7% | +$42K | 0.08% | 264 |
|
|
2019
Q4 | $780K | Sell |
7,833
-2,919
| -27% | -$291K | 0.03% | 311 |
|
|
2019
Q3 | $1.01M | Buy |
10,752
+120
| +1% | +$11.2K | 0.1% | 206 |
|
|
2019
Q2 | $937K | Buy |
10,632
+82
| +0.8% | +$7.23K | 0.09% | 209 |
|
|
2019
Q1 | $883K | Sell |
10,550
-339
| -3% | -$28.4K | 0.1% | 206 |
|
|
2018
Q4 | $814K | Sell |
10,889
-225
| -2% | -$16.8K | 0.1% | 203 |
|
|
2018
Q3 | $788K | Buy |
11,114
+3,542
| +47% | +$251K | 0.09% | 244 |
|
|
2018
Q2 | $524K | Sell |
7,572
-1,884
| -20% | -$130K | 0.04% | 373 |
|
|
2018
Q1 | $649K | Sell |
9,456
-1,201
| -11% | -$82.4K | 0.05% | 319 |
|
|
2017
Q4 | $784K | Sell |
10,657
-495
| -4% | -$36.4K | 0.06% | 284 |
|
|
2017
Q3 | $783K | Buy |
11,152
+1,733
| +18% | +$122K | 0.07% | 266 |
|
|
2017
Q2 | $639K | Sell |
9,419
-2,500
| -21% | -$170K | 0.1% | 212 |
|
|
2017
Q1 | $807K | Buy |
11,919
+2,347
| +25% | +$159K | 0.08% | 238 |
|
|
2016
Q4 | $603K | Buy |
+9,572
| New | +$603K | 0.08% | 240 |
|