Newbridge Financial Services Group’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 | $72.2K | Sell |
696
-21
| -3% | -$2.18K | 0.01% | 434 |
|
|
2025
Q1 | $78.4K | Buy |
717
+333
| +87% | +$36.4K | 0.02% | 292 |
|
|
2024
Q4 | $35.4K | Buy |
+384
| New | +$35.4K | 0.01% | 486 |
|
|
2023
Q4 | – | Sell |
-304
| Closed | -$22.9K | – | 1129 |
|
|
2023
Q3 | $22.9K | Buy |
304
+2
| +0.7% | +$151 | 0.01% | 609 |
|
|
2023
Q2 | $25.4K | Sell |
302
-75
| -20% | -$6.31K | 0.01% | 622 |
|
|
2023
Q1 | $34.3K | Buy |
377
+4
| +1% | +$364 | 0.02% | 561 |
|
|
2022
Q4 | $35.4K | Buy |
373
+134
| +56% | +$12.7K | 0.02% | 545 |
|
|
2022
Q3 | $21K | Buy |
239
+101
| +73% | +$8.87K | 0.01% | 678 |
|
|
2022
Q2 | $13K | Buy |
138
+1
| +0.7% | +$94 | 0.01% | 774 |
|
|
2022
Q1 | $14K | Buy |
137
+1
| +0.7% | +$102 | 0.01% | 825 |
|
|
2021
Q4 | $12K | Buy |
136
+11
| +9% | +$971 | 0.01% | 865 |
|
|
2021
Q3 | $10K | Buy |
125
+1
| +0.8% | +$80 | 0.01% | 864 |
|
|
2021
Q2 | $10K | Buy |
124
+1
| +0.8% | +$81 | 0.01% | 975 |
|
|
2021
Q1 | $10K | Buy |
123
+96
| +356% | +$7.81K | 0.01% | 889 |
|
|
2020
Q4 | $2K | Buy |
+27
| New | +$2K | ﹤0.01% | 944 |
|