Marathon Strategic Advisors’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 | $417K | Hold |
4,022
| – | – | 0.39% | 33 |
|
|
2025
Q1 | $439K | Hold |
4,022
| – | – | 0.47% | 25 |
|
|
2024
Q4 | $371K | Sell |
4,022
-3,005
| -43% | -$277K | 0.4% | 30 |
|
|
2024
Q3 | $721K | Buy |
7,027
+3,005
| +75% | +$308K | 0.76% | 22 |
|
|
2024
Q2 | $353K | Hold |
4,022
| – | – | 0.41% | 29 |
|
|
2024
Q1 | $346K | Buy |
4,022
+34
| +0.9% | +$2.93K | 0.42% | 18 |
|
|
2023
Q4 | $324K | Buy |
+3,988
| New | +$324K | 0.44% | 26 |
|