Pathstone Holdings’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
$6.2M Buy
59,748
+2,502
+4% +$260K 0.02% 475
2025
Q1
$6.25M Buy
57,246
+4,322
+8% +$472K 0.03% 479
2024
Q4
$4.88M Buy
52,924
+497
+0.9% +$45.8K 0.02% 550
2024
Q3
$5.38M Buy
52,427
+878
+2% +$90.1K 0.02% 521
2024
Q2
$4.52M Buy
51,549
+433
+0.8% +$38K 0.02% 566
2024
Q1
$4.4M Buy
51,116
+3,878
+8% +$334K 0.02% 545
2023
Q4
$3.84M Buy
+47,238
New +$3.84M 0.02% 503