McCarthy & Cox’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
$310K Buy
2,984
+112
+4% +$11.6K 0.08% 52
2025
Q1
$314K Sell
2,872
-40
-1% -$4.37K 0.14% 46
2024
Q4
$269K Buy
2,912
+9
+0.3% +$830 0.09% 54
2024
Q3
$298K Sell
2,903
-220
-7% -$22.6K 0.11% 47
2024
Q2
$274K Buy
3,123
+248
+9% +$21.8K 0.11% 45
2024
Q1
$248K Buy
+2,875
New +$248K 0.09% 46