OWA

Octavia Wealth Advisors’s American Electric Power AEP Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,962	Closed	-$214K	–	232
2025 Q1	$214K	Buy	+1,962	New	+$214K	0.03%	212
2023 Q4	–	Sell	-3,976	Closed	-$299K	–	222
2023 Q3	$299K	Buy	+3,976	New	+$299K	0.06%	147