Lockerman Financial Group’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
Q3 | – | Sell |
-3,576
| Closed | -$314K | – | 103 |
|
|
2024
Q2 | $314K | Sell |
3,576
-249
| -7% | -$21.8K | 0.57% | 60 |
|
|
2024
Q1 | $329K | Sell |
3,825
-17
| -0.4% | -$1.46K | 0.63% | 47 |
|
|
2023
Q4 | $312K | Buy |
3,842
+80
| +2% | +$6.5K | 0.72% | 45 |
|
|
2023
Q3 | $283K | Buy |
3,762
+1
| +0% | +$75 | 0.76% | 46 |
|
|
2023
Q2 | $317K | Buy |
3,761
+15
| +0.4% | +$1.26K | 0.88% | 37 |
|
|
2023
Q1 | $341K | Buy |
3,746
+3
| +0.1% | +$273 | 0.94% | 30 |
|
|
2022
Q4 | $355K | Buy |
3,743
+162
| +5% | +$15.4K | 1.04% | 28 |
|
|
2022
Q3 | $310K | Buy |
3,581
+412
| +13% | +$35.7K | 0.89% | 30 |
|
|
2022
Q2 | $304K | Buy |
3,169
+19
| +0.6% | +$1.82K | 0.97% | 32 |
|
|
2022
Q1 | $314K | Hold |
3,150
| – | – | 0.85% | 31 |
|
|
2021
Q4 | $280K | Buy |
+3,150
| New | +$280K | 0.73% | 39 |
|