Moneta Group Investment 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 | $413K | Buy |
3,976
+720
| +22% | +$74.7K | ﹤0.01% | 482 |
|
|
2025
Q1 | $356K | Buy |
3,256
+394
| +14% | +$43.1K | ﹤0.01% | 491 |
|
|
2024
Q4 | $264K | Buy |
+2,862
| New | +$264K | ﹤0.01% | 565 |
|
|
2023
Q4 | – | Sell |
-3,268
| Closed | -$246K | – | 566 |
|
|
2023
Q3 | $246K | Buy |
3,268
+359
| +12% | +$27K | 0.01% | 443 |
|
|
2023
Q2 | $245K | Sell |
2,909
-65
| -2% | -$5.47K | 0.01% | 461 |
|
|
2023
Q1 | $271K | Buy |
2,974
+678
| +30% | +$61.7K | 0.01% | 442 |
|
|
2022
Q4 | $216K | Sell |
2,296
-526
| -19% | -$49.4K | 0.01% | 425 |
|
|
2022
Q3 | $244K | Sell |
2,822
-378
| -12% | -$32.7K | 0.01% | 388 |
|
|
2022
Q2 | $307K | Buy |
3,200
+323
| +11% | +$31K | 0.01% | 382 |
|
|
2022
Q1 | $287K | Sell |
2,877
-461
| -14% | -$46K | 0.01% | 364 |
|
|
2021
Q4 | $297K | Buy |
3,338
+382
| +13% | +$34K | 0.01% | 382 |
|
|
2021
Q3 | $240K | Buy |
2,956
+332
| +13% | +$27K | 0.01% | 400 |
|
|
2021
Q2 | $222K | Buy |
+2,624
| New | +$222K | 0.01% | 416 |
|
|
2018
Q2 | – | Sell |
-60
| Closed | -$4K | – | 389 |
|
|
2018
Q1 | $4K | Hold |
60
| – | – | ﹤0.01% | 518 |
|
|
2017
Q4 | $4K | Buy |
+60
| New | +$4K | ﹤0.01% | 367 |
|