LFASL
Lugano Financial Advisors SA (LFA)’s American Electric Power AEP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $137K | Buy |
1,322
+575
| +77% | +$59.7K | 0.08% | 98 |
|
2025
Q1 | $81.6K | Sell |
747
-561
| -43% | -$61.3K | 0.06% | 113 |
|
2024
Q4 | $121K | Hold |
1,308
| – | – | 0.08% | 103 |
|
2024
Q3 | $134K | Buy |
1,308
+183
| +16% | +$18.8K | 0.09% | 98 |
|
2024
Q2 | $98.7K | Hold |
1,125
| – | – | 0.08% | 106 |
|
2024
Q1 | $96.9K | Buy |
1,125
+996
| +772% | +$85.8K | 0.07% | 110 |
|
2023
Q4 | $10.5K | Buy |
+129
| New | +$10.5K | 0.01% | 158 |
|