OneDigital Investment 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 | $1.36M | Buy |
13,069
+522
| +4% | +$54.2K | 0.02% | 542 |
|
|
2025
Q1 | $1.37M | Buy |
12,547
+694
| +6% | +$75.8K | 0.02% | 515 |
|
|
2024
Q4 | $1.09M | Sell |
11,853
-774
| -6% | -$71.4K | 0.01% | 607 |
|
|
2024
Q3 | $1.3M | Buy |
12,627
+426
| +3% | +$43.7K | 0.01% | 569 |
|
|
2024
Q2 | $1.07M | Buy |
12,201
+62
| +0.5% | +$5.44K | 0.01% | 594 |
|
|
2024
Q1 | $1.05M | Buy |
12,139
+568
| +5% | +$48.9K | 0.02% | 492 |
|
|
2023
Q4 | $940K | Sell |
11,571
-8,715
| -43% | -$708K | 0.02% | 501 |
|
|
2023
Q3 | $1.53M | Buy |
20,286
+9,873
| +95% | +$743K | 0.03% | 334 |
|
|
2023
Q2 | $877K | Sell |
10,413
-242
| -2% | -$20.4K | 0.02% | 443 |
|
|
2023
Q1 | $970K | Buy |
10,655
+575
| +6% | +$52.3K | 0.02% | 393 |
|
|
2022
Q4 | $957K | Buy |
10,080
+406
| +4% | +$38.6K | 0.03% | 364 |
|
|
2022
Q3 | $836K | Buy |
9,674
+2,516
| +35% | +$217K | 0.03% | 335 |
|
|
2022
Q2 | $687K | Sell |
7,158
-71
| -1% | -$6.81K | 0.03% | 343 |
|
|
2022
Q1 | $721K | Buy |
7,229
+386
| +6% | +$38.5K | 0.03% | 346 |
|
|
2021
Q4 | $609K | Buy |
6,843
+1,976
| +41% | +$176K | 0.02% | 372 |
|
|
2021
Q3 | $395K | Buy |
4,867
+311
| +7% | +$25.2K | 0.02% | 482 |
|
|
2021
Q2 | $385K | Buy |
4,556
+1,038
| +30% | +$87.7K | 0.02% | 480 |
|
|
2021
Q1 | $298K | Sell |
3,518
-9
| -0.3% | -$762 | 0.01% | 506 |
|
|
2020
Q4 | $294K | Sell |
3,527
-600
| -15% | -$50K | 0.02% | 485 |
|
|
2020
Q3 | $337K | Sell |
4,127
-539
| -12% | -$44K | 0.02% | 386 |
|
|
2020
Q2 | $372K | Buy |
4,666
+300
| +7% | +$23.9K | 0.03% | 376 |
|
|
2020
Q1 | $349K | Buy |
4,366
+400
| +10% | +$32K | 0.03% | 329 |
|
|
2019
Q4 | $375K | Sell |
3,966
-126
| -3% | -$11.9K | 0.03% | 355 |
|
|
2019
Q3 | $383K | Sell |
4,092
-168
| -4% | -$15.7K | 0.03% | 327 |
|
|
2019
Q2 | $375K | Buy |
4,260
+3,145
| +282% | +$277K | 0.03% | 297 |
|
|
2019
Q1 | $93K | Buy |
1,115
+180
| +19% | +$15K | 0.01% | 383 |
|
|
2018
Q4 | $70K | Buy |
935
+435
| +87% | +$32.6K | 0.01% | 395 |
|
|
2018
Q3 | $35K | Hold |
500
| – | – | 0.01% | 490 |
|
|
2018
Q2 | $35K | Hold |
500
| – | – | 0.01% | 604 |
|
|
2018
Q1 | $34K | Sell |
500
-144
| -22% | -$9.79K | 0.01% | 625 |
|
|
2017
Q4 | $47K | Sell |
644
-55
| -8% | -$4.01K | 0.01% | 531 |
|
|
2017
Q3 | $49K | Hold |
699
| – | – | 0.02% | 390 |
|
|
2017
Q2 | $49K | Buy |
+699
| New | +$49K | 0.01% | 480 |
|