Montag & Associates’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 | $29.3K | Buy |
282
+176
| +166% | +$18.3K | ﹤0.01% | 641 |
|
|
2025
Q1 | $11.6K | Buy |
+106
| New | +$11.6K | ﹤0.01% | 774 |
|
|
2024
Q4 | – | Sell |
-195
| Closed | -$20K | – | 994 |
|
|
2024
Q3 | $20K | Sell |
195
-11
| -5% | -$1.13K | ﹤0.01% | 728 |
|
|
2024
Q2 | $18.1K | Buy |
206
+131
| +175% | +$11.5K | ﹤0.01% | 714 |
|
|
2024
Q1 | $6.46K | Buy |
+75
| New | +$6.46K | ﹤0.01% | 797 |
|
|
2023
Q4 | – | Sell |
-1,971
| Closed | -$148K | – | 907 |
|
|
2023
Q3 | $148K | Hold |
1,971
| – | – | 0.01% | 421 |
|
|
2023
Q2 | $166K | Hold |
1,971
| – | – | 0.01% | 412 |
|
|
2023
Q1 | $179K | Hold |
1,971
| – | – | 0.01% | 399 |
|
|
2022
Q4 | $187K | Sell |
1,971
-318
| -14% | -$30.2K | 0.01% | 374 |
|
|
2022
Q3 | $198K | Hold |
2,289
| – | – | 0.01% | 353 |
|
|
2022
Q2 | $220K | Sell |
2,289
-237
| -9% | -$22.8K | 0.01% | 351 |
|
|
2022
Q1 | $252K | Buy |
+2,526
| New | +$252K | 0.01% | 361 |
|