Moneta Group Investment Advisors’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $417K | Sell |
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|
2025
Q2 | $413K | Buy |
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|
2025
Q1 | $356K | Buy |
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|
2024
Q4 | $264K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $246K | Buy |
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|
2023
Q2 | $245K | Sell |
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|
2023
Q1 | $271K | Buy |
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|
2022
Q4 | $216K | Sell |
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|
2022
Q3 | $244K | Sell |
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|
2022
Q2 | $307K | Buy |
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|
2022
Q1 | $287K | Sell |
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|
2021
Q4 | $297K | Buy |
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|
2021
Q3 | $240K | Buy |
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|
2021
Q2 | $222K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $4K | Hold |
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|
2017
Q4 | $4K | Buy |
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