LRI Investments’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 | $37.9K | Sell |
365
-39
| -10% | -$4.05K | ﹤0.01% | 601 |
|
|
2025
Q1 | $44.1K | Hold |
404
| – | – | ﹤0.01% | 549 |
|
|
2024
Q4 | $37.3K | Hold |
404
| – | – | ﹤0.01% | 574 |
|
|
2024
Q3 | $37.9K | Hold |
404
| – | – | ﹤0.01% | 550 |
|
|
2024
Q2 | $35.4K | Buy |
404
+365
| +936% | +$32K | ﹤0.01% | 523 |
|
|
2024
Q1 | $3.36K | Buy |
+39
| New | +$3.36K | ﹤0.01% | 689 |
|