NewEdge Wealth’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 | $344K | Sell |
3,028
-597
| -16% | -$67.9K | 0.01% | 796 |
|
|
2025
Q1 | $396K | Sell |
3,625
-435
| -11% | -$47.5K | 0.01% | 711 |
|
|
2024
Q4 | $374K | Sell |
4,060
-216
| -5% | -$19.9K | 0.01% | 705 |
|
|
2024
Q3 | $439K | Buy |
4,276
+1,617
| +61% | +$166K | 0.01% | 649 |
|
|
2024
Q2 | $233K | Sell |
2,659
-705
| -21% | -$61.9K | 0.01% | 697 |
|
|
2024
Q1 | $297K | Sell |
3,364
-100
| -3% | -$8.82K | 0.01% | 666 |
|
|
2023
Q4 | $281K | Sell |
3,464
-176
| -5% | -$14.3K | 0.01% | 635 |
|
|
2023
Q3 | $274K | Sell |
3,640
-8,942
| -71% | -$673K | 0.01% | 561 |
|
|
2023
Q2 | $1.06M | Buy |
12,582
+9,756
| +345% | +$821K | 0.04% | 342 |
|
|
2023
Q1 | $257K | Sell |
2,826
-2,279
| -45% | -$207K | 0.01% | 533 |
|
|
2022
Q4 | $485K | Buy |
5,105
+1,861
| +57% | +$177K | 0.02% | 372 |
|
|
2022
Q3 | $280K | Sell |
3,244
-7,030
| -68% | -$607K | 0.01% | 440 |
|
|
2022
Q2 | $986K | Buy |
10,274
+7,677
| +296% | +$737K | 0.04% | 290 |
|
|
2022
Q1 | $259K | Sell |
2,597
-292
| -10% | -$29.1K | 0.01% | 377 |
|
|
2021
Q4 | $257K | Buy |
+2,889
| New | +$257K | 0.01% | 358 |
|
|
2021
Q3 | – | Sell |
-33,292
| Closed | -$2.82M | – | 284 |
|
|
2021
Q2 | $2.82M | Buy |
33,292
+3,493
| +12% | +$295K | 0.22% | 103 |
|
|
2021
Q1 | $2.52M | Buy |
29,799
+21,086
| +242% | +$1.79M | 0.25% | 91 |
|
|
2020
Q4 | $726K | Buy |
+8,713
| New | +$726K | 0.22% | 100 |
|