Oxford Financial Group’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 | $898K | Sell |
8,659
-100
| -1% | -$10.4K | 0.05% | 88 |
|
|
2025
Q1 | $957K | Sell |
8,759
-875
| -9% | -$95.6K | 0.07% | 85 |
|
|
2024
Q4 | $889K | Sell |
9,634
-22
| -0.2% | -$2.03K | 0.06% | 101 |
|
|
2024
Q3 | $991K | Sell |
9,656
-363
| -4% | -$37.2K | 0.06% | 91 |
|
|
2024
Q2 | $879K | Buy |
10,019
+552
| +6% | +$48.4K | 0.06% | 98 |
|
|
2024
Q1 | $815K | Buy |
9,467
+107
| +1% | +$9.21K | 0.06% | 92 |
|
|
2023
Q4 | $760K | Buy |
9,360
+8
| +0.1% | +$650 | 0.06% | 100 |
|
|
2023
Q3 | $703K | Sell |
9,352
-42
| -0.4% | -$3.16K | 0.06% | 98 |
|
|
2023
Q2 | $791K | Buy |
9,394
+668
| +8% | +$56.2K | 0.08% | 92 |
|
|
2023
Q1 | $794K | Buy |
8,726
+20
| +0.2% | +$1.82K | 0.09% | 80 |
|
|
2022
Q4 | $827K | Buy |
8,706
+230
| +3% | +$21.8K | 0.1% | 78 |
|
|
2022
Q3 | $733K | Sell |
8,476
-42
| -0.5% | -$3.63K | 0.11% | 77 |
|
|
2022
Q2 | $817K | Buy |
8,518
+42
| +0.5% | +$4.03K | 0.12% | 77 |
|
|
2022
Q1 | $846K | Hold |
8,476
| – | – | 0.11% | 84 |
|
|
2021
Q4 | $754K | Hold |
8,476
| – | – | 0.08% | 96 |
|
|
2021
Q3 | $688K | Hold |
8,476
| – | – | 0.09% | 95 |
|
|
2021
Q2 | $717K | Buy |
8,476
+28
| +0.3% | +$2.37K | 0.1% | 92 |
|
|
2021
Q1 | $716K | Hold |
8,448
| – | – | 0.1% | 89 |
|
|
2020
Q4 | $703K | Hold |
8,448
| – | – | 0.1% | 85 |
|
|
2020
Q3 | $690K | Hold |
8,448
| – | – | 0.11% | 77 |
|
|
2020
Q2 | $673K | Hold |
8,448
| – | – | 0.11% | 76 |
|
|
2020
Q1 | $676K | Buy |
+8,448
| New | +$676K | 0.14% | 65 |
|