MLL
Moody Lynn & Lieberson’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Buy |
2,201
+39
| +2% | +$4.05K | 0.01% | 235 |
|
|
2025
Q1 | $236K | Buy |
+2,162
| New | +$236K | 0.02% | 221 |
|
|
2024
Q4 | – | Sell |
-2,162
| Closed | -$222K | – | 247 |
|
|
2024
Q3 | $222K | Buy |
+2,162
| New | +$222K | 0.01% | 236 |
|
|
2023
Q3 | – | Sell |
-2,948
| Closed | -$248K | – | 207 |
|
|
2023
Q2 | $248K | Hold |
2,948
| – | – | 0.02% | 201 |
|
|
2023
Q1 | $268K | Hold |
2,948
| – | – | 0.02% | 195 |
|
|
2022
Q4 | $279K | Hold |
2,948
| – | – | 0.03% | 201 |
|
|
2022
Q3 | $255K | Buy |
2,948
+701
| +31% | +$60.6K | 0.02% | 197 |
|
|
2022
Q2 | $216K | Hold |
2,247
| – | – | 0.02% | 208 |
|
|
2022
Q1 | $224K | Hold |
2,247
| – | – | 0.02% | 212 |
|
|
2021
Q4 | $200K | Buy |
+2,247
| New | +$200K | 0.01% | 230 |
|
|
2020
Q1 | – | Sell |
-2,123
| Closed | -$201K | – | 164 |
|
|
2019
Q4 | $201K | Buy |
+2,123
| New | +$201K | 0.02% | 203 |
|
|
2019
Q2 | – | Sell |
-2,486
| Closed | -$208K | – | 191 |
|
|
2019
Q1 | $208K | Buy |
+2,486
| New | +$208K | 0.02% | 183 |
|