Mount Yale 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 | $113K | Buy |
+1,093
| New | +$113K | 0.01% | 628 |
|
|
2022
Q3 | – | Sell |
-5,768
| Closed | -$553K | – | 442 |
|
|
2022
Q2 | $553K | Sell |
5,768
-136
| -2% | -$13K | 0.07% | 270 |
|
|
2022
Q1 | $589K | Buy |
5,904
+927
| +19% | +$92.5K | 0.06% | 279 |
|
|
2021
Q4 | $443K | Sell |
4,977
-892
| -15% | -$79.4K | 0.05% | 309 |
|
|
2021
Q3 | $476K | Sell |
5,869
-95
| -2% | -$7.71K | 0.05% | 292 |
|
|
2021
Q2 | $505K | Buy |
5,964
+171
| +3% | +$14.5K | 0.06% | 264 |
|
|
2021
Q1 | $491K | Sell |
5,793
-139
| -2% | -$11.8K | 0.06% | 264 |
|
|
2020
Q4 | $494K | Sell |
5,932
-290
| -5% | -$24.2K | 0.07% | 254 |
|
|
2020
Q3 | $508K | Buy |
6,222
+861
| +16% | +$70.3K | 0.07% | 241 |
|
|
2020
Q2 | $427K | Buy |
5,361
+5
| +0.1% | +$398 | 0.08% | 243 |
|
|
2020
Q1 | $428K | Buy |
5,356
+927
| +21% | +$74.1K | 0.1% | 205 |
|
|
2019
Q4 | $462K | Buy |
4,429
+501
| +13% | +$52.3K | 0.08% | 216 |
|
|
2019
Q3 | $348K | Buy |
3,928
+269
| +7% | +$23.8K | 0.06% | 251 |
|
|
2019
Q2 | $328K | Buy |
3,659
+56
| +2% | +$5.02K | 0.06% | 252 |
|
|
2019
Q1 | $302K | Sell |
3,603
-80
| -2% | -$6.71K | 0.06% | 255 |
|
|
2018
Q4 | $295K | Sell |
3,683
-385
| -9% | -$30.8K | 0.06% | 256 |
|
|
2018
Q3 | $306K | Buy |
+4,068
| New | +$306K | 0.05% | 247 |
|
|
2018
Q2 | – | Sell |
-55
| Closed | -$4K | – | 936 |
|
|
2018
Q1 | $4K | Buy |
+55
| New | +$4K | ﹤0.01% | 889 |
|