Mechanics Financial Corp’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 | $263K | Buy |
2,530
+80
| +3% | +$8.3K | 0.11% | 101 |
|
|
2025
Q1 | $268K | Hold |
2,450
| – | – | 0.12% | 99 |
|
|
2024
Q4 | $226K | Hold |
2,450
| – | – | 0.1% | 105 |
|
|
2024
Q3 | $251K | Hold |
2,450
| – | – | 0.11% | 103 |
|
|
2024
Q2 | $215K | Hold |
2,450
| – | – | 0.11% | 109 |
|
|
2024
Q1 | $211K | Buy |
2,450
+50
| +2% | +$4.31K | 0.11% | 112 |
|
|
2023
Q4 | $195K | Buy |
2,400
+100
| +4% | +$8.12K | 0.11% | 109 |
|
|
2023
Q3 | $173K | Buy |
2,300
+225
| +11% | +$16.9K | 0.1% | 110 |
|
|
2023
Q2 | $175K | Buy |
2,075
+1,032
| +99% | +$86.9K | 0.1% | 113 |
|
|
2023
Q1 | $94.9K | Hold |
1,043
| – | – | 0.06% | 138 |
|
|
2022
Q4 | $99K | Sell |
1,043
-46
| -4% | -$4.37K | 0.06% | 136 |
|
|
2022
Q3 | $94K | Hold |
1,089
| – | – | 0.06% | 137 |
|
|
2022
Q2 | $104K | Hold |
1,089
| – | – | 0.06% | 135 |
|
|
2022
Q1 | $109K | Hold |
1,089
| – | – | 0.06% | 134 |
|
|
2021
Q4 | $97K | Buy |
+1,089
| New | +$97K | 0.05% | 136 |
|