PDS Planning’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 | $926K | Buy |
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|
2025
Q2 | $853K | Buy |
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|
2025
Q1 | $874K | Buy |
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|
2024
Q4 | $712K | Buy |
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|
2024
Q3 | $791K | Buy |
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|
2024
Q2 | $676K | Buy |
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|
2024
Q1 | $658K | Buy |
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|
2023
Q4 | $606K | Sell |
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|
2023
Q3 | $563K | Sell |
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|
2023
Q2 | $652K | Sell |
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|
2023
Q1 | $710K | Buy |
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|
2022
Q4 | $709K | Sell |
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|
2022
Q3 | $654K | Buy |
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|
2022
Q2 | $725K | Sell |
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|
2022
Q1 | $757K | Buy |
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|
2021
Q4 | $663K | Sell |
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|
2021
Q3 | $614K | Sell |
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|
2021
Q2 | $650K | Sell |
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|
2021
Q1 | $729K | Buy |
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|
2020
Q4 | $668K | Buy |
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|
2020
Q3 | $653K | Sell |
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|
2020
Q2 | $694K | Buy |
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|
2020
Q1 | $684K | Buy |
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|
2019
Q4 | $805K | Sell |
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|
2019
Q3 | $830K | Buy |
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|
2019
Q2 | $705K | Buy |
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|
2019
Q1 | $649K | Sell |
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|
2018
Q4 | $636K | Sell |
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|
2018
Q3 | $606K | Sell |
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|
2018
Q2 | $602K | Sell |
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|
2018
Q1 | $713K | Sell |
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|
2017
Q4 | $768K | Buy |
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