Nikulski Financial’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 | – | Sell |
-1,925
| Closed | -$210K | – | 145 |
|
|
2025
Q1 | $210K | Buy |
+1,925
| New | +$210K | 0.06% | 134 |
|
|
2023
Q3 | – | Sell |
-2,460
| Closed | -$207K | – | 126 |
|
|
2023
Q2 | $207K | Hold |
2,460
| – | – | 0.09% | 122 |
|
|
2023
Q1 | $224K | Hold |
2,460
| – | – | 0.1% | 120 |
|
|
2022
Q4 | $234K | Hold |
2,460
| – | – | 0.11% | 111 |
|
|
2022
Q3 | $213K | Hold |
2,460
| – | – | 0.11% | 119 |
|
|
2022
Q2 | $236K | Hold |
2,460
| – | – | 0.12% | 113 |
|
|
2022
Q1 | $245K | Buy |
+2,460
| New | +$245K | 0.1% | 114 |
|
|
2020
Q1 | – | Sell |
-2,285
| Closed | -$235K | – | 97 |
|
|
2019
Q4 | $235K | Hold |
2,285
| – | – | 0.17% | 84 |
|
|
2019
Q3 | $211K | Buy |
+2,285
| New | +$211K | 0.18% | 84 |
|