Oak Family Advisors’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 | $208K | Hold |
2,000
| – | – | 0.07% | 85 |
|
|
2025
Q1 | $219K | Buy |
+2,000
| New | +$219K | 0.07% | 79 |
|
|
2024
Q4 | – | Sell |
-2,000
| Closed | -$205K | – | 115 |
|
|
2024
Q3 | $205K | Buy |
+2,000
| New | +$205K | 0.06% | 118 |
|
|
2023
Q1 | – | Sell |
-2,126
| Closed | -$202K | – | 110 |
|
|
2022
Q4 | $202K | Buy |
+2,126
| New | +$202K | 0.11% | 104 |
|
|
2022
Q3 | – | Sell |
-2,126
| Closed | -$204K | – | 114 |
|
|
2022
Q2 | $204K | Hold |
2,126
| – | – | 0.1% | 119 |
|
|
2022
Q1 | $212K | Buy |
+2,126
| New | +$212K | 0.08% | 130 |
|