Next Financial 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
2021
Q4
$1.12M Sell
12,633
-1,000
-7% -$89K 0.07% 296
2021
Q3
$1.11M Buy
13,633
+928
+7% +$75.4K 0.09% 253
2021
Q2
$1.07M Buy
12,705
+116
+0.9% +$9.81K 0.09% 248
2021
Q1
$1.07M Buy
12,589
+746
+6% +$63.2K 0.09% 232
2020
Q4
$986K Buy
11,843
+142
+1% +$11.8K 0.09% 221
2020
Q3
$956K Sell
11,701
-1,148
-9% -$93.8K 0.1% 204
2020
Q2
$1.02M Buy
12,849
+1,790
+16% +$143K 0.12% 186
2020
Q1
$885K Sell
11,059
-2,479
-18% -$198K 0.11% 180
2019
Q4
$1.28M Sell
13,538
-110
-0.8% -$10.4K 0.13% 187
2019
Q3
$1.28M Sell
13,648
-466
-3% -$43.7K 0.14% 191
2019
Q2
$1.24M Buy
14,114
+10,743
+319% +$945K 0.13% 193
2019
Q1
$282K Sell
3,371
-10,743
-76% -$899K 0.07% 277
2018
Q4
$1.06M Buy
14,114
+8,597
+156% +$643K 0.22% 117
2018
Q3
$391K Sell
5,517
-4,771
-46% -$338K 0.18% 117
2018
Q2
$712K Sell
10,288
-1,796
-15% -$124K 0.27% 96
2018
Q1
$829K Sell
12,084
-2,337
-16% -$160K 0.17% 145
2017
Q4
$1.06M Sell
14,421
-2,526
-15% -$186K 0.45% 66
2017
Q3
$1.24M Sell
16,947
-3,240
-16% -$237K 0.35% 74
2017
Q2
$1.4M Buy
20,187
+522
+3% +$36.3K 0.34% 67
2017
Q1
$1.33M Sell
19,665
-7,835
-28% -$531K 0.37% 67
2016
Q4
$1.73M Sell
27,500
-2,336
-8% -$147K 0.3% 72
2016
Q3
$1.92M Buy
29,836
+11,139
+60% +$715K 0.35% 54
2016
Q2
$1.31M Buy
18,697
+2,915
+18% +$204K 0.42% 54
2016
Q1
$1.05M Sell
15,782
-361
-2% -$23.9K 0.37% 64
2015
Q4
$940K Buy
16,143
+981
+6% +$57.1K 0.35% 70
2015
Q3
$862K Buy
15,162
+65
+0.4% +$3.7K 0.31% 82
2015
Q2
$799K Sell
15,097
-251
-2% -$13.3K 0.28% 94
2015
Q1
$863K Sell
15,348
-814
-5% -$45.8K 0.28% 97
2014
Q4
$981K Sell
16,162
-11,044
-41% -$670K 0.33% 81
2014
Q3
$1.42M Sell
27,206
-1,101
-4% -$57.5K 0.28% 81
2014
Q2
$1.43M Buy
+28,307
New +$1.43M 0.75% 27