Plan Group Financial’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 | $1.84M | Buy |
17,753
+2,061
| +13% | +$214K | 0.61% | 51 |
|
|
2025
Q1 | $1.71M | Buy |
15,692
+4,665
| +42% | +$510K | 0.61% | 42 |
|
|
2024
Q4 | $1.02M | Buy |
11,027
+1,265
| +13% | +$117K | 0.54% | 43 |
|
|
2024
Q3 | $1M | Buy |
9,762
+875
| +10% | +$89.8K | 0.53% | 40 |
|
|
2024
Q2 | $780K | Buy |
8,887
+4,073
| +85% | +$357K | 0.48% | 48 |
|
|
2024
Q1 | $415K | Buy |
4,814
+1,544
| +47% | +$133K | 0.27% | 58 |
|
|
2023
Q4 | $266K | Buy |
3,270
+123
| +4% | +$9.99K | 0.23% | 57 |
|
|
2023
Q3 | $237K | Buy |
+3,147
| New | +$237K | 0.17% | 62 |
|
|
2022
Q2 | $231K | Buy |
+2,409
| New | +$231K | 0.4% | 47 |
|