PFG Advisors’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
Q1 | – | Sell |
-4,270
| Closed | -$394K | – | 696 |
|
|
2024
Q4 | $394K | Sell |
4,270
-360
| -8% | -$33.2K | 0.02% | 517 |
|
|
2024
Q3 | $475K | Sell |
4,630
-175
| -4% | -$18K | 0.03% | 457 |
|
|
2024
Q2 | $422K | Sell |
4,805
-320
| -6% | -$28.1K | 0.03% | 464 |
|
|
2024
Q1 | $441K | Buy |
5,125
+250
| +5% | +$21.5K | 0.03% | 426 |
|
|
2023
Q4 | $396K | Buy |
4,875
+1,150
| +31% | +$93.4K | 0.03% | 409 |
|
|
2023
Q3 | $280K | Sell |
3,725
-25,063
| -87% | -$1.89M | 0.03% | 480 |
|
|
2023
Q2 | $2.42M | Sell |
28,788
-615
| -2% | -$51.8K | 0.18% | 139 |
|
|
2023
Q1 | $2.68M | Buy |
29,403
+1,648
| +6% | +$150K | 0.22% | 124 |
|
|
2022
Q4 | $2.64M | Sell |
27,755
-121
| -0.4% | -$11.5K | 0.26% | 102 |
|
|
2022
Q3 | $2.41M | Sell |
27,876
-1,099
| -4% | -$95K | 0.28% | 98 |
|
|
2022
Q2 | $2.78M | Buy |
28,975
+1,113
| +4% | +$107K | 0.31% | 71 |
|
|
2022
Q1 | $2.78M | Buy |
27,862
+1,500
| +6% | +$150K | 0.28% | 79 |
|
|
2021
Q4 | $2.35M | Sell |
26,362
-1,797
| -6% | -$160K | 0.23% | 125 |
|
|
2021
Q3 | $2.29M | Sell |
28,159
-35
| -0.1% | -$2.84K | 0.25% | 116 |
|
|
2021
Q2 | $2.39M | Sell |
28,194
-589
| -2% | -$49.8K | 0.27% | 109 |
|
|
2021
Q1 | $2.44M | Buy |
+28,783
| New | +$2.44M | 0.31% | 89 |
|