Mark Sheptoff Financial Planning’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 | $968K | Buy |
9,325
+200
| +2% | +$20.8K | 0.52% | 34 |
|
|
2025
Q1 | $997K | Hold |
9,125
| – | – | 0.55% | 35 |
|
|
2024
Q4 | $842K | Hold |
9,125
| – | – | 0.45% | 42 |
|
|
2024
Q3 | $936K | Buy |
9,125
+200
| +2% | +$20.5K | 0.5% | 38 |
|
|
2024
Q2 | $783K | Buy |
8,925
+100
| +1% | +$8.77K | 0.44% | 46 |
|
|
2024
Q1 | $760K | Buy |
8,825
+4,700
| +114% | +$405K | 0.42% | 44 |
|
|
2023
Q4 | $335K | Buy |
4,125
+1,300
| +46% | +$106K | 0.2% | 63 |
|
|
2023
Q3 | $212K | Sell |
2,825
-19,166
| -87% | -$1.44M | 0.14% | 83 |
|
|
2023
Q2 | $1.85M | Sell |
21,991
-119
| -0.5% | -$10K | 1.06% | 21 |
|
|
2023
Q1 | $2.01M | Sell |
22,110
-246
| -1% | -$22.4K | 1.17% | 21 |
|
|
2022
Q4 | $2.12M | Sell |
22,356
-971
| -4% | -$92.2K | 1.24% | 18 |
|
|
2022
Q3 | $2.02M | Buy |
23,327
+1,953
| +9% | +$169K | 1.23% | 18 |
|
|
2022
Q2 | $2.05M | Sell |
21,374
-96
| -0.4% | -$9.21K | 1.18% | 18 |
|
|
2022
Q1 | $2.14M | Buy |
21,470
+704
| +3% | +$70.2K | 1.08% | 21 |
|
|
2021
Q4 | $1.85M | Sell |
20,766
-141
| -0.7% | -$12.5K | 0.88% | 23 |
|
|
2021
Q3 | $1.7M | Sell |
20,907
-646
| -3% | -$52.4K | 0.93% | 21 |
|
|
2021
Q2 | $1.82M | Sell |
21,553
-96
| -0.4% | -$8.12K | 0.98% | 23 |
|
|
2021
Q1 | $1.83M | Sell |
21,649
-113
| -0.5% | -$9.57K | 1.05% | 22 |
|
|
2020
Q4 | $1.81M | Sell |
21,762
-641
| -3% | -$53.4K | 1.03% | 23 |
|
|
2020
Q3 | $1.83M | Sell |
22,403
-1,151
| -5% | -$94.1K | 1.13% | 21 |
|
|
2020
Q2 | $1.88M | Sell |
23,554
-1,497
| -6% | -$119K | 1.22% | 21 |
|
|
2020
Q1 | $2M | Sell |
25,051
-3,946
| -14% | -$316K | 1.52% | 17 |
|
|
2019
Q4 | $2.74M | Buy |
28,997
+5,078
| +21% | +$480K | 1.73% | 14 |
|
|
2019
Q3 | $2.24M | Buy |
23,919
+2,033
| +9% | +$190K | 1.51% | 18 |
|
|
2019
Q2 | $1.93M | Buy |
21,886
+5,103
| +30% | +$449K | 1.31% | 19 |
|
|
2019
Q1 | $1.41M | Buy |
16,783
+6,654
| +66% | +$557K | 1.01% | 25 |
|
|
2018
Q4 | $757K | Buy |
10,129
+903
| +10% | +$67.5K | 0.63% | 34 |
|
|
2018
Q3 | $654K | Sell |
9,226
-353
| -4% | -$25K | 0.45% | 46 |
|
|
2018
Q2 | $663K | Sell |
9,579
-1,595
| -14% | -$110K | 0.49% | 47 |
|
|
2018
Q1 | $766K | Sell |
11,174
-5,061
| -31% | -$347K | 0.53% | 47 |
|
|
2017
Q4 | $1.19M | Sell |
16,235
-2,695
| -14% | -$198K | 0.78% | 35 |
|
|
2017
Q3 | $1.33M | Buy |
18,930
+105
| +0.6% | +$7.38K | 0.89% | 30 |
|
|
2017
Q2 | $1.31M | Buy |
18,825
+9,749
| +107% | +$677K | 0.9% | 29 |
|
|
2017
Q1 | $609K | Buy |
9,076
+5,926
| +188% | +$398K | 0.43% | 58 |
|
|
2016
Q4 | $198K | Hold |
3,150
| – | – | 0.15% | 100 |
|
|
2016
Q3 | $202K | Hold |
3,150
| – | – | 0.15% | 102 |
|
|
2016
Q2 | $221K | Hold |
3,150
| – | – | 0.17% | 85 |
|
|
2016
Q1 | $209K | Buy |
3,150
+2,350
| +294% | +$156K | 0.17% | 83 |
|
|
2015
Q4 | $47K | Sell |
800
-79
| -9% | -$4.64K | 0.04% | 168 |
|
|
2015
Q3 | $50K | Buy |
879
+79
| +10% | +$4.49K | 0.04% | 159 |
|
|
2015
Q2 | $42K | Hold |
800
| – | – | 0.03% | 177 |
|
|
2015
Q1 | $45K | Hold |
800
| – | – | 0.04% | 172 |
|
|
2014
Q4 | $49K | Hold |
800
| – | – | 0.04% | 171 |
|
|
2014
Q3 | $42K | Sell |
800
-104
| -12% | -$5.46K | 0.04% | 178 |
|
|
2014
Q2 | $50K | Buy |
904
+1
| +0.1% | +$55 | 0.04% | 176 |
|
|
2014
Q1 | $46K | Buy |
+903
| New | +$46K | 0.04% | 185 |
|