LWA
Lowe Wealth Advisors’s American Electric Power AEP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $56.1K | Hold |
541
| – | – | 0.02% | 136 |
|
2025
Q1 | $59.1K | Hold |
541
| – | – | 0.03% | 123 |
|
2024
Q4 | $49.9K | Buy |
541
+30
| +6% | +$2.77K | 0.02% | 132 |
|
2024
Q3 | $52.4K | Hold |
511
| – | – | 0.02% | 124 |
|
2024
Q2 | $44.8K | Hold |
511
| – | – | 0.02% | 132 |
|
2024
Q1 | $44K | Hold |
511
| – | – | 0.02% | 125 |
|
2023
Q4 | $41.5K | Hold |
511
| – | – | 0.02% | 127 |
|
2023
Q3 | $38.4K | Hold |
511
| – | – | 0.02% | 121 |
|
2023
Q2 | $43K | Hold |
511
| – | – | 0.02% | 118 |
|
2023
Q1 | $46.5K | Hold |
511
| – | – | 0.03% | 106 |
|
2022
Q4 | $48.5K | Hold |
511
| – | – | 0.03% | 105 |
|
2022
Q3 | $44K | Hold |
511
| – | – | 0.03% | 102 |
|
2022
Q2 | $49K | Hold |
511
| – | – | 0.03% | 92 |
|
2022
Q1 | $51K | Hold |
511
| – | – | 0.02% | 100 |
|
2021
Q4 | $45K | Hold |
511
| – | – | 0.02% | 105 |
|
2021
Q3 | $41K | Hold |
511
| – | – | 0.02% | 102 |
|
2021
Q2 | $43K | Hold |
511
| – | – | 0.02% | 99 |
|
2021
Q1 | $43K | Sell |
511
-100
| -16% | -$8.42K | 0.02% | 94 |
|
2020
Q4 | $51K | Hold |
611
| – | – | 0.03% | 83 |
|
2020
Q3 | $50K | Hold |
611
| – | – | 0.03% | 72 |
|
2020
Q2 | $49K | Hold |
611
| – | – | 0.03% | 71 |
|
2020
Q1 | $49K | Hold |
611
| – | – | 0.03% | 61 |
|
2019
Q4 | $58K | Hold |
611
| – | – | 0.03% | 60 |
|
2019
Q3 | $57K | Hold |
611
| – | – | 0.03% | 58 |
|
2019
Q2 | $54K | Buy |
611
+100
| +20% | +$8.84K | 0.03% | 58 |
|
2019
Q1 | $42K | Hold |
511
| – | – | 0.03% | 65 |
|
2018
Q4 | $38K | Hold |
511
| – | – | 0.03% | 66 |
|
2018
Q3 | $36K | Hold |
511
| – | – | 0.02% | 79 |
|
2018
Q2 | $35K | Hold |
511
| – | – | 0.02% | 79 |
|
2018
Q1 | $35K | Hold |
511
| – | – | 0.02% | 80 |
|
2017
Q4 | $38K | Hold |
511
| – | – | 0.02% | 77 |
|
2017
Q3 | $36K | Hold |
511
| – | – | 0.02% | 75 |
|
2017
Q2 | $35K | Hold |
511
| – | – | 0.02% | 72 |
|
2017
Q1 | $34K | Hold |
511
| – | – | 0.02% | 70 |
|
2016
Q4 | $32K | Hold |
511
| – | – | 0.02% | 74 |
|
2016
Q3 | $33K | Hold |
511
| – | – | 0.02% | 73 |
|
2016
Q2 | $36K | Hold |
511
| – | – | 0.02% | 65 |
|
2016
Q1 | $34K | Hold |
511
| – | – | 0.02% | 68 |
|
2015
Q4 | $30K | Hold |
511
| – | – | 0.02% | 65 |
|
2015
Q3 | $29K | Hold |
511
| – | – | 0.02% | 69 |
|
2015
Q2 | $27K | Hold |
511
| – | – | 0.02% | 92 |
|
2015
Q1 | $29K | Hold |
511
| – | – | 0.02% | 89 |
|
2014
Q4 | $31K | Buy |
+511
| New | +$31K | 0.02% | 83 |
|