Lifeworks 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	–	Sell	-3,723	Closed	-$407K	–	313
2025 Q1	$407K	Buy	3,723 +541	+17%	+$59.1K	0.07%	207
2024 Q4	$293K	Buy	+3,182	New	+$293K	0.05%	238
2023 Q4	–	Sell	-2,997	Closed	-$225K	–	197
2023 Q3	$225K	Buy	+2,997	New	+$225K	0.09%	169