Longfellow Investment Management’s American Electric Power AEP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-7,972	Closed	-$735K	–	277
2024 Q4	$735K	Sell	7,972 -511	-6%	-$49.5K	0.19%	70
2024 Q3	$870K	Buy	8,483 +51	+0.6%	+$4.98K	0.22%	67
2024 Q2	$740K	Buy	8,432 +58	+0.7%	+$5.07K	0.19%	71
2024 Q1	$721K	Buy	8,374 +36	+0.4%	+$2.93K	0.16%	71
2023 Q4	$677K	Buy	8,338 +912	+12%	+$70.8K	0.17%	70
2023 Q3	$559K	Buy	+7,426	New	+$604K	0.15%	78
2022 Q1	–	Sell	-5,480	Closed	-$488K	–	399
2021 Q4	$488K	Hold	5,480	–	–	0.08%	156
2021 Q3	$445K	Hold	5,480	–	–	0.07%	167
2021 Q2	$464K	Sell	5,480 -3,507	-39%	-$302K	0.07%	175
2021 Q1	$762K	Sell	8,987 -1,337	-13%	-$108K	0.09%	204
2020 Q4	$860K	Buy	+10,324	New	+$896K	0.1%	163