Orion Portfolio Solutions’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
Q1 | $5.39M | Buy |
49,285
+2,312
| +5% | +$253K | 0.05% | 331 |
|
|
2024
Q4 | $4.33M | Buy |
46,973
+2,129
| +5% | +$196K | 0.04% | 372 |
|
|
2024
Q3 | $4.6M | Sell |
44,844
-2,670
| -6% | -$274K | 0.05% | 354 |
|
|
2024
Q2 | $4.17M | Sell |
47,514
-22
| -0% | -$1.93K | 0.04% | 361 |
|
|
2024
Q1 | $4.09M | Sell |
47,536
-3,074
| -6% | -$265K | 0.04% | 376 |
|
|
2023
Q4 | $4.28M | Sell |
50,610
-2,284
| -4% | -$193K | 0.05% | 340 |
|
|
2023
Q3 | $3.98M | Sell |
52,894
-1,914
| -3% | -$144K | 0.05% | 353 |
|
|
2023
Q2 | $4.61M | Buy |
54,808
+17,837
| +48% | +$1.5M | 0.05% | 349 |
|
|
2023
Q1 | $3.36M | Buy |
36,971
+24,933
| +207% | +$2.27M | 0.04% | 384 |
|
|
2022
Q4 | $1.14M | Buy |
12,038
+3,324
| +38% | +$316K | 0.04% | 274 |
|
|
2022
Q3 | $753K | Buy |
8,714
+5,389
| +162% | +$466K | 0.03% | 319 |
|
|
2022
Q2 | $319K | Sell |
3,325
-1,286
| -28% | -$123K | 0.01% | 528 |
|
|
2022
Q1 | $460K | Buy |
4,611
+846
| +22% | +$84.4K | 0.02% | 453 |
|
|
2021
Q4 | $335K | Buy |
3,765
+453
| +14% | +$40.3K | 0.01% | 545 |
|
|
2021
Q3 | $269K | Buy |
3,312
+584
| +21% | +$47.4K | 0.01% | 555 |
|
|
2021
Q2 | $231K | Sell |
2,728
-64
| -2% | -$5.42K | 0.01% | 553 |
|
|
2021
Q1 | $236K | Buy |
+2,792
| New | +$236K | 0.01% | 486 |
|
|
2020
Q3 | – | Sell |
-2,287
| Closed | -$182K | – | 464 |
|
|
2020
Q2 | $182K | Buy |
2,287
+1,179
| +106% | +$93.8K | 0.01% | 427 |
|
|
2020
Q1 | $89K | Buy |
1,108
+496
| +81% | +$39.8K | 0.01% | 464 |
|
|
2019
Q4 | $58K | Buy |
+612
| New | +$58K | ﹤0.01% | 524 |
|