Lloyd Advisory Services’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-9,745
| Closed | -$839K | – | 96 |
|
|
2024
Q1 | $839K | Buy |
9,745
+6,652
| +215% | +$573K | 0.18% | 97 |
|
|
2023
Q4 | $251K | Buy |
+3,093
| New | +$251K | 0.12% | 108 |
|
|
2022
Q2 | – | Sell |
-2,048
| Closed | -$204K | – | 78 |
|
|
2022
Q1 | $204K | Buy |
2,048
+29
| +1% | +$2.89K | 0.1% | 90 |
|
|
2021
Q4 | $180K | Buy |
2,019
+32
| +2% | +$2.85K | 0.08% | 96 |
|
|
2021
Q3 | $161K | Buy |
1,987
+75
| +4% | +$6.08K | 0.08% | 94 |
|
|
2021
Q2 | $162K | Buy |
1,912
+395
| +26% | +$33.5K | 0.08% | 86 |
|
|
2021
Q1 | $128K | Buy |
1,517
+229
| +18% | +$19.3K | 0.07% | 90 |
|
|
2020
Q4 | $107K | Buy |
1,288
+251
| +24% | +$20.9K | 0.06% | 80 |
|
|
2020
Q3 | $85K | Buy |
1,037
+296
| +40% | +$24.3K | 0.05% | 82 |
|
|
2020
Q2 | $59K | Buy |
+741
| New | +$59K | 0.04% | 96 |
|
|
2020
Q1 | – | Sell |
-63
| Closed | -$6K | – | 266 |
|
|
2019
Q4 | $6K | Buy |
+63
| New | +$6K | 0.01% | 236 |
|