Merit Financial 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 | $5.22M | Buy |
50,295
+34,143
| +211% | +$3.54M | 0.06% | 267 |
|
|
2025
Q1 | $1.76M | Buy |
16,152
+2,438
| +18% | +$266K | 0.03% | 469 |
|
|
2024
Q4 | $1.26M | Buy |
13,714
+7,918
| +137% | +$730K | 0.02% | 445 |
|
|
2024
Q3 | $595K | Sell |
5,796
-2,026
| -26% | -$208K | 0.01% | 524 |
|
|
2024
Q2 | $686K | Sell |
7,822
-253
| -3% | -$22.2K | 0.02% | 504 |
|
|
2024
Q1 | $715K | Sell |
8,075
-974
| -11% | -$86.3K | 0.02% | 487 |
|
|
2023
Q4 | $735K | Buy |
9,049
+2,075
| +30% | +$169K | 0.02% | 391 |
|
|
2023
Q3 | $525K | Buy |
6,974
+30
| +0.4% | +$2.26K | 0.02% | 447 |
|
|
2023
Q2 | $585K | Buy |
6,944
+2,118
| +44% | +$178K | 0.02% | 428 |
|
|
2023
Q1 | $439K | Buy |
4,826
+378
| +8% | +$34.4K | 0.02% | 430 |
|
|
2022
Q4 | $422K | Buy |
+4,448
| New | +$422K | 0.02% | 465 |
|