Lokken Investment 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
2025 Q2	$220K	Buy	2,123 +14	+0.7%	+$1.45K	0.08%	126
2025 Q1	$230K	Buy	+2,109	New	+$230K	0.1%	119
2024 Q4	–	Sell	-2,045	Closed	-$210K	–	141
2024 Q3	$210K	Buy	+2,045	New	+$210K	0.09%	146