Parcion Private Wealth’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 | $654K | Buy |
6,302
+66
| +1% | +$6.85K | 0.05% | 154 |
|
|
2025
Q1 | $681K | Hold |
6,236
| – | – | 0.06% | 146 |
|
|
2024
Q4 | $575K | Hold |
6,236
| – | – | 0.04% | 152 |
|
|
2024
Q3 | $640K | Buy |
6,236
+117
| +2% | +$12K | 0.05% | 142 |
|
|
2024
Q2 | $537K | Buy |
6,119
+9
| +0.1% | +$790 | 0.05% | 132 |
|
|
2024
Q1 | $526K | Sell |
6,110
-48
| -0.8% | -$4.13K | 0.05% | 134 |
|
|
2023
Q4 | $500K | Hold |
6,158
| – | – | 0.05% | 137 |
|
|
2023
Q3 | $463K | Sell |
6,158
-29
| -0.5% | -$2.18K | 0.05% | 140 |
|
|
2023
Q2 | $521K | Sell |
6,187
-406
| -6% | -$34.2K | 0.05% | 129 |
|
|
2023
Q1 | $600K | Sell |
6,593
-882
| -12% | -$80.3K | 0.06% | 129 |
|
|
2022
Q4 | $710K | Sell |
7,475
-24,053
| -76% | -$2.28M | 0.08% | 121 |
|
|
2022
Q3 | $2.73M | Sell |
31,528
-486
| -2% | -$42K | 0.3% | 72 |
|
|
2022
Q2 | $3.02M | Sell |
32,014
-3,232
| -9% | -$305K | 0.3% | 76 |
|
|
2022
Q1 | $3.52M | Sell |
35,246
-12,349
| -26% | -$1.23M | 0.33% | 70 |
|
|
2021
Q4 | $4.33M | Sell |
47,595
-197
| -0.4% | -$17.9K | 0.39% | 64 |
|
|
2021
Q3 | $3.99M | Sell |
47,792
-963
| -2% | -$80.4K | 0.35% | 71 |
|
|
2021
Q2 | $4.12M | Buy |
48,755
+212
| +0.4% | +$17.9K | 0.41% | 63 |
|
|
2021
Q1 | $4.11M | Sell |
48,543
-1,390
| -3% | -$118K | 0.47% | 59 |
|
|
2020
Q4 | $4.16M | Buy |
49,933
+6,523
| +15% | +$543K | 0.55% | 50 |
|
|
2020
Q3 | $3.7M | Buy |
43,410
+33,917
| +357% | +$2.89M | 0.57% | 39 |
|
|
2020
Q2 | $780K | Buy |
9,493
+2,782
| +41% | +$229K | 0.13% | 98 |
|
|
2020
Q1 | $537K | Buy |
6,711
+46
| +0.7% | +$3.68K | 0.15% | 94 |
|
|
2019
Q4 | $630K | Buy |
+6,665
| New | +$630K | 0.14% | 102 |
|