Oak Thistle LLC’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 |
-11,573
| Closed | -$1.26M | – | 446 |
|
|
2025
Q1 | $1.26M | Buy |
+11,573
| New | +$1.26M | 0.25% | 145 |
|
|
2024
Q4 | – | Sell |
-12,519
| Closed | -$1.28M | – | 401 |
|
|
2024
Q3 | $1.28M | Buy |
+12,519
| New | +$1.28M | 0.42% | 65 |
|
|
2023
Q4 | – | Sell |
-19,784
| Closed | -$1.49M | – | 429 |
|
|
2023
Q3 | $1.49M | Buy |
+19,784
| New | +$1.49M | 0.44% | 41 |
|
|
2023
Q2 | – | Sell |
-4,732
| Closed | -$431K | – | 339 |
|
|
2023
Q1 | $431K | Buy |
+4,732
| New | +$431K | 0.25% | 176 |
|
|
2022
Q3 | – | Sell |
-3,464
| Closed | -$332K | – | 109 |
|
|
2022
Q2 | $332K | Sell |
3,464
-3,967
| -53% | -$380K | 0.64% | 48 |
|
|
2022
Q1 | $741K | Buy |
+7,431
| New | +$741K | 0.39% | 69 |
|