OFS
OneAscent Financial Services’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $542K | Sell |
5,192
-5,228
| -50% | -$546K | 0.04% | 294 |
|
|
2025
Q1 | $1.13M | Buy |
10,420
+5,303
| +104% | +$575K | 0.07% | 177 |
|
|
2024
Q4 | $472K | Buy |
5,117
+1,143
| +29% | +$105K | 0.04% | 266 |
|
|
2024
Q3 | $408K | Sell |
3,974
-1,511
| -28% | -$155K | 0.29% | 87 |
|
|
2024
Q2 | $481K | Sell |
5,485
-126
| -2% | -$11K | 0.07% | 154 |
|
|
2024
Q1 | $483K | Sell |
5,611
-207
| -4% | -$17.8K | 0.05% | 207 |
|
|
2023
Q4 | $473K | Buy |
+5,818
| New | +$473K | 0.06% | 196 |
|