Mather Group’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 | $938K | Buy |
9,041
+718
| +9% | +$74.5K | 0.01% | 273 |
|
|
2025
Q1 | $909K | Buy |
8,323
+5,729
| +221% | +$626K | 0.01% | 268 |
|
|
2024
Q4 | $239K | Buy |
2,594
+80
| +3% | +$7.38K | ﹤0.01% | 514 |
|
|
2024
Q3 | $258K | Sell |
2,514
-5,221
| -67% | -$536K | ﹤0.01% | 501 |
|
|
2024
Q2 | $666K | Buy |
7,735
+1,878
| +32% | +$162K | 0.01% | 354 |
|
|
2024
Q1 | $476K | Buy |
5,857
+1
| +0% | +$81 | 0.01% | 349 |
|
|
2023
Q4 | $476K | Buy |
5,856
+198
| +3% | +$16.1K | 0.01% | 358 |
|
|
2023
Q3 | $426K | Buy |
5,658
+79
| +1% | +$5.94K | 0.01% | 359 |
|
|
2023
Q2 | $470K | Sell |
5,579
-1,682
| -23% | -$142K | 0.01% | 359 |
|
|
2023
Q1 | $661K | Buy |
7,261
+20
| +0.3% | +$1.82K | 0.01% | 273 |
|
|
2022
Q4 | $687K | Sell |
7,241
-222
| -3% | -$21.1K | 0.01% | 269 |
|
|
2022
Q3 | $645K | Buy |
7,463
+464
| +7% | +$40.1K | 0.01% | 254 |
|
|
2022
Q2 | $671K | Sell |
6,999
-47
| -0.7% | -$4.51K | 0.02% | 220 |
|
|
2022
Q1 | $703K | Buy |
7,046
+63
| +0.9% | +$6.29K | 0.01% | 218 |
|
|
2021
Q4 | $621K | Buy |
6,983
+272
| +4% | +$24.2K | 0.01% | 198 |
|
|
2021
Q3 | $545K | Sell |
6,711
-102
| -1% | -$8.28K | 0.01% | 165 |
|
|
2021
Q2 | $576K | Buy |
6,813
+53
| +0.8% | +$4.48K | 0.01% | 148 |
|
|
2021
Q1 | $573K | Buy |
6,760
+312
| +5% | +$26.4K | 0.02% | 134 |
|
|
2020
Q4 | $537K | Sell |
6,448
-217
| -3% | -$18.1K | 0.02% | 131 |
|
|
2020
Q3 | $545K | Buy |
6,665
+425
| +7% | +$34.8K | 0.02% | 132 |
|
|
2020
Q2 | $497K | Buy |
+6,240
| New | +$497K | 0.02% | 131 |
|