McClarren Financial 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 | – | Sell |
-181
| Closed | -$19K | – | 82 |
|
|
2025
Q1 | $19K | Buy |
+181
| New | +$19K | 0.01% | 188 |
|
|
2024
Q4 | – | Sell |
-178
| Closed | -$18 | – | 200 |
|
|
2024
Q3 | $18 | Buy |
178
+91
| +105% | +$9 | ﹤0.01% | 169 |
|
|
2024
Q2 | $15K | Sell |
87
-89
| -51% | -$15.3K | 0.01% | 230 |
|
|
2024
Q1 | $16K | Buy |
176
+3
| +2% | +$273 | 0.01% | 221 |
|
|
2023
Q4 | $14K | Buy |
173
+2
| +1% | +$162 | 0.01% | 250 |
|
|
2023
Q3 | $12K | Hold |
171
| – | – | 0.01% | 246 |
|
|
2023
Q2 | $14K | Buy |
171
+2
| +1% | +$164 | 0.01% | 242 |
|
|
2023
Q1 | $15K | Buy |
169
+1
| +0.6% | +$89 | 0.01% | 227 |
|
|
2022
Q4 | $15K | Buy |
168
+2
| +1% | +$179 | 0.01% | 231 |
|
|
2022
Q3 | $14K | Buy |
+166
| New | +$14K | 0.01% | 219 |
|
|
2022
Q2 | – | Sell |
-164
| Closed | -$16K | – | 40 |
|
|
2022
Q1 | $16K | Buy |
164
+1
| +0.6% | +$98 | 0.01% | 184 |
|
|
2021
Q4 | $15K | Buy |
163
+2
| +1% | +$184 | 0.01% | 215 |
|
|
2021
Q3 | $13K | Buy |
161
+1
| +0.6% | +$81 | 0.01% | 198 |
|
|
2021
Q2 | $13K | Buy |
160
+1
| +0.6% | +$81 | 0.01% | 211 |
|
|
2021
Q1 | $13K | Buy |
159
+2
| +1% | +$164 | 0.01% | 181 |
|
|
2020
Q4 | $13K | Buy |
+157
| New | +$13K | 0.01% | 155 |
|