Longfellow Investment Management’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
Q1 | – | Sell |
-7,972
| Closed | -$735K | – | 277 |
|
|
2024
Q4 | $735K | Sell |
7,972
-511
| -6% | -$47.1K | 0.19% | 70 |
|
|
2024
Q3 | $870K | Buy |
8,483
+51
| +0.6% | +$5.23K | 0.22% | 67 |
|
|
2024
Q2 | $740K | Buy |
8,432
+58
| +0.7% | +$5.09K | 0.19% | 71 |
|
|
2024
Q1 | $721K | Buy |
8,374
+36
| +0.4% | +$3.1K | 0.16% | 71 |
|
|
2023
Q4 | $677K | Buy |
8,338
+912
| +12% | +$74.1K | 0.17% | 70 |
|
|
2023
Q3 | $559K | Buy |
+7,426
| New | +$559K | 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% | -$297K | 0.07% | 175 |
|
|
2021
Q1 | $762K | Sell |
8,987
-1,337
| -13% | -$113K | 0.09% | 204 |
|
|
2020
Q4 | $860K | Buy |
+10,324
| New | +$860K | 0.1% | 163 |
|