Navalign LLC’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
$1.06M Sell
10,261
-161
-2% -$16.7K 0.29% 60
2025
Q1
$1.14M Buy
10,422
+309
+3% +$33.8K 0.32% 53
2024
Q4
$933K Buy
10,113
+299
+3% +$27.6K 0.27% 60
2024
Q3
$1.01M Buy
9,814
+406
+4% +$41.7K 0.3% 58
2024
Q2
$825K Buy
9,408
+346
+4% +$30.4K 0.26% 69
2024
Q1
$780K Buy
9,062
+513
+6% +$44.2K 0.26% 75
2023
Q4
$694K Sell
8,549
-25
-0.3% -$2.03K 0.24% 80
2023
Q3
$645K Sell
8,574
-78
-0.9% -$5.87K 0.24% 82
2023
Q2
$729K Sell
8,652
-101
-1% -$8.5K 0.29% 66
2023
Q1
$796K Sell
8,753
-54
-0.6% -$4.91K 0.33% 58
2022
Q4
$836K Sell
8,807
-132
-1% -$12.5K 0.34% 63
2022
Q3
$773K Buy
8,939
+67
+0.8% +$5.79K 0.35% 51
2022
Q2
$851K Sell
8,872
-166
-2% -$15.9K 0.37% 54
2022
Q1
$900K Sell
9,038
-320
-3% -$31.9K 0.38% 55
2021
Q4
$833K Sell
9,358
-224
-2% -$19.9K 0.33% 68
2021
Q3
$778K Sell
9,582
-67
-0.7% -$5.44K 0.33% 69
2021
Q2
$816K Buy
9,649
+19
+0.2% +$1.61K 0.35% 67
2021
Q1
$816K Buy
+9,630
New +$816K 0.36% 61