Linscomb Wealth’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 |
-1,889
| Closed | -$206K | – | 305 |
|
|
2025
Q1 | $206K | Buy |
+1,889
| New | +$206K | 0.01% | 289 |
|
|
2023
Q3 | – | Sell |
-3,105
| Closed | -$261K | – | 267 |
|
|
2023
Q2 | $261K | Sell |
3,105
-60
| -2% | -$5.05K | 0.01% | 258 |
|
|
2023
Q1 | $288K | Sell |
3,165
-329
| -9% | -$29.9K | 0.02% | 257 |
|
|
2022
Q4 | $332K | Buy |
3,494
+291
| +9% | +$27.6K | 0.02% | 266 |
|
|
2022
Q3 | $277K | Sell |
3,203
-150
| -4% | -$13K | 0.02% | 247 |
|
|
2022
Q2 | $322K | Sell |
3,353
-44
| -1% | -$4.23K | 0.02% | 236 |
|
|
2022
Q1 | $339K | Hold |
3,397
| – | – | 0.02% | 266 |
|
|
2021
Q4 | $302K | Sell |
3,397
-29
| -0.8% | -$2.58K | 0.01% | 268 |
|
|
2021
Q3 | $278K | Hold |
3,426
| – | – | 0.01% | 273 |
|
|
2021
Q2 | $290K | Sell |
3,426
-219
| -6% | -$18.5K | 0.01% | 269 |
|
|
2021
Q1 | $309K | Buy |
3,645
+220
| +6% | +$18.7K | 0.02% | 259 |
|
|
2020
Q4 | $285K | Hold |
3,425
| – | – | 0.02% | 256 |
|
|
2020
Q3 | $280K | Sell |
3,425
-22
| -0.6% | -$1.8K | 0.02% | 245 |
|
|
2020
Q2 | $274K | Sell |
3,447
-291
| -8% | -$23.1K | 0.02% | 248 |
|
|
2020
Q1 | $299K | Sell |
3,738
-1
| -0% | -$80 | 0.03% | 326 |
|
|
2019
Q4 | $353K | Buy |
3,739
+302
| +9% | +$28.5K | 0.02% | 354 |
|
|
2019
Q3 | $322K | Buy |
3,437
+85
| +3% | +$7.96K | 0.03% | 220 |
|
|
2019
Q2 | $295K | Sell |
3,352
-43
| -1% | -$3.78K | 0.02% | 223 |
|
|
2019
Q1 | $284K | Buy |
3,395
+459
| +16% | +$38.4K | 0.02% | 225 |
|
|
2018
Q4 | $219K | Hold |
2,936
| – | – | 0.02% | 237 |
|
|
2018
Q3 | $208K | Sell |
2,936
-354
| -11% | -$25.1K | 0.02% | 268 |
|
|
2018
Q2 | $228K | Buy |
3,290
+50
| +2% | +$3.47K | 0.02% | 249 |
|
|
2018
Q1 | $222K | Hold |
3,240
| – | – | 0.02% | 248 |
|
|
2017
Q4 | $238K | Sell |
3,240
-1,437
| -31% | -$106K | 0.02% | 247 |
|
|
2017
Q3 | $328K | Hold |
4,677
| – | – | 0.03% | 203 |
|
|
2017
Q2 | $325K | Sell |
4,677
-200
| -4% | -$13.9K | 0.03% | 198 |
|
|
2017
Q1 | $327K | Buy |
4,877
+644
| +15% | +$43.2K | 0.03% | 194 |
|
|
2016
Q4 | $266K | Hold |
4,233
| – | – | 0.02% | 218 |
|
|
2016
Q3 | $272K | Hold |
4,233
| – | – | 0.03% | 210 |
|
|
2016
Q2 | $297K | Buy |
4,233
+125
| +3% | +$8.77K | 0.03% | 207 |
|
|
2016
Q1 | $273K | Hold |
4,108
| – | – | 0.03% | 215 |
|
|
2015
Q4 | $239K | Buy |
4,108
+10
| +0.2% | +$582 | 0.03% | 229 |
|
|
2015
Q3 | $233K | Buy |
4,098
+9
| +0.2% | +$512 | 0.03% | 230 |
|
|
2015
Q2 | $217K | Buy |
4,089
+9
| +0.2% | +$478 | 0.02% | 250 |
|
|
2015
Q1 | $230K | Buy |
4,080
+9
| +0.2% | +$507 | 0.02% | 243 |
|
|
2014
Q4 | $247K | Sell |
4,071
-375
| -8% | -$22.8K | 0.03% | 239 |
|
|
2014
Q3 | $232K | Sell |
4,446
-9
| -0.2% | -$470 | 0.03% | 254 |
|
|
2014
Q2 | $248K | Buy |
+4,455
| New | +$248K | 0.03% | 235 |
|