OA
Operose Advisors’s American Electric Power AEP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $56K | Buy |
540
+300
| +125% | +$31.1K | 0.02% | 220 |
|
2025
Q1 | $26.2K | Hold |
240
| – | – | 0.01% | 261 |
|
2024
Q4 | $22.1K | Sell |
240
-502
| -68% | -$46.3K | 0.01% | 266 |
|
2024
Q3 | $76.1K | Hold |
742
| – | – | 0.02% | 220 |
|
2024
Q2 | $65.1K | Hold |
742
| – | – | 0.02% | 212 |
|
2024
Q1 | $63.9K | Hold |
742
| – | – | 0.02% | 226 |
|
2023
Q4 | $60.3K | Sell |
742
-259
| -26% | -$21K | 0.02% | 205 |
|
2023
Q3 | $75.3K | Buy |
1,001
+641
| +178% | +$48.2K | 0.03% | 244 |
|
2023
Q2 | $30.3K | Hold |
360
| – | – | 0.01% | 197 |
|
2023
Q1 | $32.8K | Hold |
360
| – | – | 0.02% | 184 |
|
2022
Q4 | $34.2K | Hold |
360
| – | – | 0.02% | 182 |
|
2022
Q3 | $31K | Buy |
360
+120
| +50% | +$10.3K | 0.02% | 185 |
|
2022
Q2 | $23K | Hold |
240
| – | – | 0.02% | 191 |
|
2022
Q1 | $24K | Hold |
240
| – | – | 0.02% | 196 |
|
2021
Q4 | $21K | Buy |
+240
| New | +$21K | 0.02% | 202 |
|