LGT Financial Advisors’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 | $102K | Buy |
984
+6
| +0.6% | +$623 | 0.26% | 68 |
|
|
2025
Q1 | $107K | Buy |
978
+6
| +0.6% | +$656 | 0.33% | 68 |
|
|
2024
Q4 | $89.6K | Buy |
972
+8
| +0.8% | +$737 | 0.2% | 103 |
|
|
2024
Q3 | $99K | Buy |
964
+6
| +0.6% | +$616 | 0.24% | 74 |
|
|
2024
Q2 | $84.1K | Sell |
958
-1,419
| -60% | -$125K | 0.18% | 98 |
|
|
2024
Q1 | $205K | Buy |
2,377
+8
| +0.3% | +$689 | 0.24% | 93 |
|
|
2023
Q4 | $192K | Sell |
2,369
-38
| -2% | -$3.09K | 0.24% | 98 |
|
|
2023
Q3 | $181K | Sell |
2,407
-92
| -4% | -$6.92K | 0.23% | 91 |
|
|
2023
Q2 | $210K | Buy |
2,499
+6
| +0.2% | +$505 | 0.22% | 114 |
|
|
2023
Q1 | $227K | Sell |
2,493
-634
| -20% | -$57.7K | 0.42% | 75 |
|
|
2022
Q4 | $297K | Buy |
+3,127
| New | +$297K | 0.35% | 64 |
|