Patriot Financial Group Insurance Agency’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 | $228K | Buy |
2,196
+8
| +0.4% | +$830 | 0.03% | 463 |
|
|
2025
Q1 | $239K | Buy |
+2,188
| New | +$239K | 0.03% | 422 |
|
|
2022
Q3 | – | Sell |
-1,117
| Closed | -$107K | – | 440 |
|
|
2022
Q2 | $107K | Sell |
1,117
-70
| -6% | -$6.71K | 0.02% | 525 |
|
|
2022
Q1 | $118K | Sell |
1,187
-585
| -33% | -$58.2K | 0.02% | 539 |
|
|
2021
Q4 | $158K | Sell |
1,772
-270
| -13% | -$24.1K | 0.03% | 518 |
|
|
2021
Q3 | $166K | Buy |
2,042
+95
| +5% | +$7.72K | 0.03% | 489 |
|
|
2021
Q2 | $165K | Buy |
1,947
+258
| +15% | +$21.9K | 0.03% | 475 |
|
|
2021
Q1 | $143K | Buy |
1,689
+160
| +10% | +$13.5K | 0.03% | 469 |
|
|
2020
Q4 | $127K | Buy |
1,529
+1,254
| +456% | +$104K | 0.03% | 436 |
|
|
2020
Q3 | $22K | Buy |
275
+110
| +67% | +$8.8K | 0.01% | 762 |
|
|
2020
Q2 | $13K | Hold |
165
| – | – | 0.01% | 876 |
|
|
2020
Q1 | $13K | Buy |
165
+27
| +20% | +$2.13K | 0.01% | 770 |
|
|
2019
Q4 | $13K | Sell |
138
-375
| -73% | -$35.3K | ﹤0.01% | 774 |
|
|
2019
Q3 | $48K | Buy |
513
+10
| +2% | +$936 | 0.02% | 448 |
|
|
2019
Q2 | $45K | Buy |
503
+363
| +259% | +$32.5K | 0.02% | 452 |
|
|
2019
Q1 | $12K | Buy |
140
+8
| +6% | +$686 | 0.01% | 659 |
|
|
2018
Q4 | $10K | Buy |
132
+110
| +500% | +$8.33K | 0.01% | 610 |
|
|
2018
Q3 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 837 |
|
|
2018
Q2 | – | Sell |
-1,071
| Closed | -$73K | – | 579 |
|
|
2018
Q1 | $73K | Hold |
1,071
| – | – | 0.05% | 261 |
|
|
2017
Q4 | $76K | Hold |
1,071
| – | – | 0.06% | 238 |
|
|
2017
Q3 | $77K | Buy |
1,071
+37
| +4% | +$2.66K | 0.07% | 203 |
|
|
2017
Q2 | $71K | Buy |
1,034
+12
| +1% | +$824 | 0.07% | 191 |
|
|
2017
Q1 | $69K | Hold |
1,022
| – | – | 0.07% | 187 |
|
|
2016
Q4 | $64K | Buy |
+1,022
| New | +$64K | 0.09% | 184 |
|