Meridian Financial’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 | $225K | Buy |
2,172
+4
| +0.2% | +$415 | 0.15% | 114 |
|
2025
Q1 | $237K | Buy |
+2,168
| New | +$237K | 0.17% | 106 |
|
2024
Q4 | – | Sell |
-2,159
| Closed | -$221K | – | 121 |
|
2024
Q3 | $221K | Buy |
+2,159
| New | +$221K | 0.15% | 122 |
|
2022
Q3 | – | Sell |
-3,531
| Closed | -$251K | – | 85 |
|
2022
Q2 | $251K | Buy |
3,531
+5
| +0.1% | +$355 | 0.28% | 73 |
|
2022
Q1 | $273K | Sell |
3,526
-531
| -13% | -$41.1K | 0.28% | 67 |
|
2021
Q4 | $270K | Buy |
+4,057
| New | +$270K | 0.25% | 73 |
|