Oxford Financial Group’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $974K | Buy |
|
|||||
|
2025
Q2 | $898K | Sell |
|
|||||
|
2025
Q1 | $957K | Sell |
|
|||||
|
2024
Q4 | $889K | Sell |
|
|||||
|
2024
Q3 | $991K | Sell |
|
|||||
|
2024
Q2 | $879K | Buy |
|
|||||
|
2024
Q1 | $815K | Buy |
|
|||||
|
2023
Q4 | $760K | Buy |
|
|||||
|
2023
Q3 | $703K | Sell |
|
|||||
|
2023
Q2 | $791K | Buy |
|
|||||
|
2023
Q1 | $794K | Buy |
|
|||||
|
2022
Q4 | $827K | Buy |
|
|||||
|
2022
Q3 | $733K | Sell |
|
|||||
|
2022
Q2 | $817K | Buy |
|
|||||
|
2022
Q1 | $846K | Hold |
|
|||||
|
2021
Q4 | $754K | Hold |
|
|||||
|
2021
Q3 | $688K | Hold |
|
|||||
|
2021
Q2 | $717K | Buy |
|
|||||
|
2021
Q1 | $716K | Hold |
|
|||||
|
2020
Q4 | $703K | Hold |
|
|||||
|
2020
Q3 | $690K | Hold |
|
|||||
|
2020
Q2 | $673K | Hold |
|
|||||
|
2020
Q1 | $676K | Buy |
|