Live Oak Investment Partners’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 | $835K | Sell |
8,043
-281
| -3% | -$29.2K | 0.64% | 44 |
|
|
2025
Q1 | $910K | Buy |
+8,324
| New | +$910K | 0.72% | 38 |
|
|
2024
Q4 | – | Hold |
0
| – | -$49.5K | – | 42 |
|
|
2024
Q3 | – | Hold |
0
| – | -$42.3K | – | 128 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 133 |
|
|
2023
Q4 | – | Hold |
0
| – | -$34.4K | – | 131 |
|
|
2023
Q3 | – | Hold |
0
| – | -$5.81K | – | 133 |
|
|
2023
Q2 | – | Hold |
0
| – | -$6.28K | – | 221 |
|
|
2023
Q1 | – | Hold |
0
| – | -$6.55K | – | 199 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 198 |
|