Marcum Wealth’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
Q1 | $379K | Buy |
3,468
+101
| +3% | +$11K | 0.03% | 236 |
|
|
2024
Q4 | $311K | Sell |
3,367
-50
| -1% | -$4.61K | 0.03% | 277 |
|
|
2024
Q3 | $351K | Sell |
3,417
-508
| -13% | -$52.1K | 0.03% | 248 |
|
|
2024
Q2 | $344K | Buy |
3,925
+131
| +3% | +$11.5K | 0.03% | 247 |
|
|
2024
Q1 | $327K | Buy |
3,794
+528
| +16% | +$45.5K | 0.03% | 254 |
|
|
2023
Q4 | $265K | Sell |
3,266
-359
| -10% | -$29.2K | 0.03% | 279 |
|
|
2023
Q3 | $273K | Sell |
3,625
-50
| -1% | -$3.76K | 0.03% | 259 |
|
|
2023
Q2 | $309K | Buy |
3,675
+273
| +8% | +$23K | 0.04% | 242 |
|
|
2023
Q1 | $310K | Buy |
3,402
+464
| +16% | +$42.2K | 0.04% | 238 |
|
|
2022
Q4 | $279K | Buy |
2,938
+189
| +7% | +$17.9K | 0.04% | 256 |
|
|
2022
Q3 | $238K | Sell |
2,749
-164
| -6% | -$14.2K | 0.04% | 270 |
|
|
2022
Q2 | $279K | Sell |
2,913
-683
| -19% | -$65.4K | 0.04% | 247 |
|
|
2022
Q1 | $359K | Buy |
3,596
+258
| +8% | +$25.8K | 0.05% | 217 |
|
|
2021
Q4 | $297K | Buy |
3,338
+130
| +4% | +$11.6K | 0.04% | 257 |
|
|
2021
Q3 | $260K | Buy |
3,208
+815
| +34% | +$66.1K | 0.04% | 262 |
|
|
2021
Q2 | $202K | Sell |
2,393
-694
| -22% | -$58.6K | 0.03% | 282 |
|
|
2021
Q1 | $261K | Buy |
+3,087
| New | +$261K | 0.04% | 242 |
|