Planned Solutions’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 | $201K | Sell |
1,939
-48
| -2% | -$4.98K | 0.08% | 119 |
|
|
2025
Q1 | $217K | Buy |
+1,987
| New | +$217K | 0.09% | 107 |
|
|
2024
Q4 | – | Sell |
-2,186
| Closed | -$224K | – | 123 |
|
|
2024
Q3 | $224K | Sell |
2,186
-232
| -10% | -$23.8K | 0.09% | 102 |
|
|
2024
Q2 | $212K | Sell |
2,418
-870
| -26% | -$76.3K | 0.1% | 91 |
|
|
2024
Q1 | $283K | Buy |
3,288
+1,412
| +75% | +$122K | 0.14% | 68 |
|
|
2023
Q4 | $152K | Buy |
+1,876
| New | +$152K | 0.07% | 120 |
|
|
2021
Q1 | – | Sell |
-870
| Closed | -$72K | – | 68 |
|
|
2020
Q4 | $72K | Hold |
870
| – | – | 0.06% | 145 |
|
|
2020
Q3 | $71K | Buy |
+870
| New | +$71K | 0.07% | 111 |
|