Lindbrook Capital’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
Q1 | $477K | Buy |
4,369
+648
| +17% | +$70.8K | 0.04% | 229 |
|
2024
Q4 | $343K | Buy |
3,721
+475
| +15% | +$43.8K | 0.03% | 286 |
|
2024
Q3 | $333K | Buy |
3,246
+10
| +0.3% | +$1.03K | 0.03% | 289 |
|
2024
Q2 | $284K | Buy |
3,236
+714
| +28% | +$62.6K | 0.03% | 295 |
|
2024
Q1 | $217K | Sell |
2,522
-724
| -22% | -$62.3K | 0.02% | 347 |
|
2023
Q4 | $264K | Buy |
3,246
+284
| +10% | +$23.1K | 0.03% | 297 |
|
2023
Q3 | $223K | Buy |
2,962
+864
| +41% | +$65K | 0.02% | 293 |
|
2023
Q2 | $177K | Buy |
2,098
+219
| +12% | +$18.4K | 0.02% | 359 |
|
2023
Q1 | $171K | Sell |
1,879
-1,888
| -50% | -$172K | 0.02% | 350 |
|
2022
Q4 | $358K | Buy |
3,767
+1,755
| +87% | +$167K | 0.04% | 219 |
|
2022
Q3 | $174K | Buy |
2,012
+102
| +5% | +$8.82K | 0.03% | 293 |
|
2022
Q2 | $183K | Sell |
1,910
-1,609
| -46% | -$154K | 0.03% | 302 |
|
2022
Q1 | $351K | Buy |
3,519
+1,370
| +64% | +$137K | 0.05% | 203 |
|
2021
Q4 | $191K | Buy |
2,149
+688
| +47% | +$61.1K | 0.03% | 318 |
|
2021
Q3 | $119K | Hold |
1,461
| – | – | 0.03% | 238 |
|
2021
Q2 | $124K | Buy |
1,461
+1,017
| +229% | +$86.3K | 0.03% | 247 |
|
2021
Q1 | $38K | Buy |
444
+31
| +8% | +$2.65K | 0.01% | 531 |
|
2020
Q4 | $34K | Hold |
413
| – | – | 0.01% | 515 |
|
2020
Q3 | $34K | Sell |
413
-162
| -28% | -$13.3K | 0.01% | 446 |
|
2020
Q2 | $46K | Sell |
575
-9
| -2% | -$720 | 0.01% | 369 |
|
2020
Q1 | $47K | Sell |
584
-76
| -12% | -$6.12K | 0.02% | 333 |
|
2019
Q4 | $62K | Buy |
660
+30
| +5% | +$2.82K | 0.02% | 373 |
|
2019
Q3 | $59K | Sell |
630
-195
| -24% | -$18.3K | 0.02% | 360 |
|
2019
Q2 | $72K | Buy |
825
+109
| +15% | +$9.51K | 0.03% | 304 |
|
2019
Q1 | $59K | Sell |
716
-150
| -17% | -$12.4K | 0.02% | 348 |
|
2018
Q4 | $64K | Buy |
+866
| New | +$64K | 0.03% | 272 |
|