LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Buy |
2,215
+150
| +7% | +$15.6K | ﹤0.01% | 260 |
|
|
2025
Q1 | $221K | Hold |
2,065
| – | – | ﹤0.01% | 255 |
|
|
2024
Q4 | $212K | Sell |
2,065
-70
| -3% | -$7.18K | ﹤0.01% | 278 |
|
|
2024
Q3 | $212K | Sell |
2,135
-88
| -4% | -$8.75K | ﹤0.01% | 277 |
|
|
2024
Q2 | $204K | Buy |
2,223
+158
| +8% | +$14.5K | ﹤0.01% | 270 |
|
|
2024
Q1 | $175K | Hold |
2,065
| – | – | ﹤0.01% | 283 |
|
|
2023
Q4 | $161K | Sell |
2,065
-300
| -13% | -$23.4K | ﹤0.01% | 296 |
|
|
2023
Q3 | $187K | Sell |
2,365
-1,065
| -31% | -$84.4K | ﹤0.01% | 294 |
|
|
2023
Q2 | $289K | Buy |
3,430
+167
| +5% | +$14.1K | ﹤0.01% | 252 |
|
|
2023
Q1 | $297K | Buy |
3,263
+1,863
| +133% | +$170K | ﹤0.01% | 241 |
|
|
2022
Q4 | $133K | Sell |
1,400
-171
| -11% | -$16.2K | ﹤0.01% | 311 |
|
|
2022
Q3 | $136K | Sell |
1,571
-642
| -29% | -$55.6K | ﹤0.01% | 317 |
|
|
2022
Q2 | $212K | Buy |
2,213
+1,278
| +137% | +$122K | ﹤0.01% | 280 |
|
|
2022
Q1 | $93K | Buy |
935
+77
| +9% | +$7.66K | ﹤0.01% | 383 |
|
|
2021
Q4 | $76K | Hold |
858
| – | – | ﹤0.01% | 424 |
|
|
2021
Q3 | $70K | Sell |
858
-125
| -13% | -$10.2K | ﹤0.01% | 426 |
|
|
2021
Q2 | $83K | Buy |
+983
| New | +$83K | ﹤0.01% | 421 |
|
|
2021
Q1 | – | Sell |
-1,967
| Closed | -$164K | – | 305 |
|
|
2020
Q4 | $164K | Buy |
1,967
+632
| +47% | +$52.7K | ﹤0.01% | 294 |
|
|
2020
Q3 | $109K | Buy |
1,335
+430
| +48% | +$35.1K | ﹤0.01% | 314 |
|
|
2020
Q2 | $72K | Hold |
905
| – | – | ﹤0.01% | 345 |
|
|
2020
Q1 | $72K | Sell |
905
-110
| -11% | -$8.75K | ﹤0.01% | 330 |
|
|
2019
Q4 | $96K | Sell |
1,015
-16
| -2% | -$1.51K | ﹤0.01% | 350 |
|
|
2019
Q3 | $97K | Buy |
1,031
+266
| +35% | +$25K | ﹤0.01% | 341 |
|
|
2019
Q2 | $67K | Sell |
765
-220
| -22% | -$19.3K | ﹤0.01% | 373 |
|
|
2019
Q1 | $82K | Sell |
985
-323
| -25% | -$26.9K | ﹤0.01% | 347 |
|
|
2018
Q4 | $98K | Buy |
1,308
+323
| +33% | +$24.2K | ﹤0.01% | 326 |
|
|
2018
Q3 | $70K | Sell |
985
-490
| -33% | -$34.8K | ﹤0.01% | 387 |
|
|
2018
Q2 | $102K | Hold |
1,475
| – | – | ﹤0.01% | 354 |
|
|
2018
Q1 | $101K | Sell |
1,475
-266
| -15% | -$18.2K | ﹤0.01% | 362 |
|
|
2017
Q4 | $128K | Sell |
1,741
-13
| -0.7% | -$956 | ﹤0.01% | 337 |
|
|
2017
Q3 | $123K | Buy |
1,754
+13
| +0.7% | +$912 | ﹤0.01% | 334 |
|
|
2017
Q2 | $123K | Sell |
1,741
-554
| -24% | -$39.1K | ﹤0.01% | 331 |
|
|
2017
Q1 | $154K | Hold |
2,295
| – | – | ﹤0.01% | 299 |
|
|
2016
Q4 | $144K | Hold |
2,295
| – | – | ﹤0.01% | 300 |
|
|
2016
Q3 | $147K | Sell |
2,295
-1,005
| -30% | -$64.4K | ﹤0.01% | 295 |
|
|
2016
Q2 | $231K | Buy |
+3,300
| New | +$231K | 0.01% | 246 |
|
|
2014
Q4 | – | Sell |
-7
| Closed | – | – | 626 |
|
|
2014
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 590 |
|
|
2014
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 617 |
|
|
2014
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 618 |
|
|
2013
Q4 | $0 | Sell |
7
-31
| -82% | – | ﹤0.01% | 594 |
|
|
2013
Q3 | $2K | Sell |
38
-46
| -55% | -$2.42K | ﹤0.01% | 542 |
|
|
2013
Q2 | $4K | Buy |
+84
| New | +$4K | ﹤0.01% | 567 |
|