LMR 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 | $203K | Buy |
+1,961
| New | +$203K | ﹤0.01% | 593 |
|
|
2019
Q2 | – | Sell |
-16,483
| Closed | -$1.38M | – | 422 |
|
|
2019
Q1 | $1.38M | Buy |
16,483
+1,244
| +8% | +$104K | 0.07% | 143 |
|
|
2018
Q4 | $1.14M | Buy |
+15,239
| New | +$1.14M | 0.06% | 165 |
|
|
2018
Q2 | – | Sell |
-7,696
| Closed | -$566K | – | 467 |
|
|
2018
Q1 | $566K | Hold |
7,696
| – | – | 0.06% | 244 |
|
|
2017
Q4 | $566K | Buy |
+7,696
| New | +$566K | 0.06% | 244 |
|
|
2017
Q3 | – | Sell |
-21,030
| Closed | -$1.46M | – | 314 |
|
|
2017
Q2 | $1.46M | Buy |
21,030
+13,368
| +174% | +$929K | 0.09% | 232 |
|
|
2017
Q1 | $515K | Buy |
7,662
+3,696
| +93% | +$248K | 0.05% | 213 |
|
|
2016
Q4 | $249K | Sell |
3,966
-4,598
| -54% | -$289K | 0.04% | 297 |
|
|
2016
Q3 | $549K | Buy |
+8,564
| New | +$549K | 0.05% | 257 |
|
|
2016
Q2 | – | Sell |
-29,662
| Closed | -$1.97K | – | 467 |
|
|
2016
Q1 | $1.97K | Buy |
+29,662
| New | +$1.97K | 0.22% | 80 |
|
|
2015
Q2 | – | Sell |
-7,235
| Closed | -$407K | – | 516 |
|
|
2015
Q1 | $407K | Buy |
+7,235
| New | +$407K | 0.06% | 301 |
|
|
2014
Q3 | – | Sell |
-10,004
| Closed | -$558K | – | 326 |
|
|
2014
Q2 | $558K | Sell |
10,004
-119,926
| -92% | -$6.69M | 0.05% | 290 |
|
|
2014
Q1 | $6.58M | Buy |
+129,930
| New | +$6.58M | 0.92% | 35 |
|