Liberty Capital Management’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 | $591K | Hold |
5,700
| – | – | 0.12% | 106 |
|
2025
Q1 | $623K | Hold |
5,700
| – | – | 0.14% | 99 |
|
2024
Q4 | $526K | Hold |
5,700
| – | – | 0.12% | 110 |
|
2024
Q3 | $585K | Hold |
5,700
| – | – | 0.13% | 102 |
|
2024
Q2 | $500K | Sell |
5,700
-100
| -2% | -$8.77K | 0.12% | 109 |
|
2024
Q1 | $499K | Hold |
5,800
| – | – | 0.12% | 111 |
|
2023
Q4 | $471K | Hold |
5,800
| – | – | 0.12% | 107 |
|
2023
Q3 | $436K | Buy |
5,800
+575
| +11% | +$43.3K | 0.13% | 104 |
|
2023
Q2 | $440K | Hold |
5,225
| – | – | 0.13% | 104 |
|
2023
Q1 | $475K | Hold |
5,225
| – | – | 0.16% | 99 |
|
2022
Q4 | $496K | Hold |
5,225
| – | – | 0.17% | 99 |
|
2022
Q3 | $452K | Hold |
5,225
| – | – | 0.17% | 94 |
|
2022
Q2 | $501K | Hold |
5,225
| – | – | 0.18% | 93 |
|
2022
Q1 | $521K | Hold |
5,225
| – | – | 0.15% | 97 |
|
2021
Q4 | $465K | Buy |
5,225
+175
| +3% | +$15.6K | 0.13% | 102 |
|
2021
Q3 | $410K | Hold |
5,050
| – | – | 0.12% | 103 |
|
2021
Q2 | $427K | Hold |
5,050
| – | – | 0.13% | 103 |
|
2021
Q1 | $428K | Hold |
5,050
| – | – | 0.15% | 95 |
|
2020
Q4 | $421K | Buy |
+5,050
| New | +$421K | 0.15% | 98 |
|
2020
Q2 | $414K | Sell |
5,200
-150
| -3% | -$11.9K | 0.18% | 87 |
|
2020
Q1 | $428K | Hold |
5,350
| – | – | 0.22% | 74 |
|
2019
Q4 | $506K | Hold |
5,350
| – | – | 0.21% | 89 |
|
2019
Q3 | $501K | Sell |
5,350
-1,000
| -16% | -$93.6K | 0.22% | 86 |
|
2019
Q2 | $559K | Hold |
6,350
| – | – | 0.25% | 80 |
|
2019
Q1 | $532K | Hold |
6,350
| – | – | 0.27% | 74 |
|
2018
Q4 | $475K | Hold |
6,350
| – | – | 0.29% | 70 |
|
2018
Q3 | $450K | Hold |
6,350
| – | – | 0.24% | 77 |
|
2018
Q2 | $440K | Sell |
6,350
-225
| -3% | -$15.6K | 0.26% | 77 |
|
2018
Q1 | $451K | Hold |
6,575
| – | – | 0.27% | 80 |
|
2017
Q4 | $444K | Sell |
6,575
-25
| -0.4% | -$1.69K | 0.23% | 84 |
|
2017
Q3 | $488K | Buy |
6,600
+75
| +1% | +$5.55K | 0.27% | 83 |
|
2017
Q2 | $449K | Buy |
6,525
+1,225
| +23% | +$84.3K | 0.27% | 77 |
|
2017
Q1 | $356K | Buy |
5,300
+1,075
| +25% | +$72.2K | 0.21% | 94 |
|
2016
Q4 | $268K | Buy |
4,225
+560
| +15% | +$35.5K | 0.17% | 97 |
|
2016
Q3 | $228K | Sell |
3,665
-2,150
| -37% | -$134K | 0.15% | 103 |
|
2016
Q2 | $408K | Buy |
5,815
+2,450
| +73% | +$172K | 0.28% | 80 |
|
2016
Q1 | $223K | Buy |
+3,365
| New | +$223K | 0.17% | 96 |
|