Plante Moran Financial 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
Q2 | $31.1K | Sell |
300
-325
| -52% | -$33.7K | ﹤0.01% | 420 |
|
|
2025
Q1 | $68.3K | Buy |
625
+80
| +15% | +$8.74K | 0.01% | 294 |
|
|
2024
Q4 | $50.3K | Sell |
545
-100
| -16% | -$9.22K | ﹤0.01% | 349 |
|
|
2024
Q3 | $66.2K | Buy |
645
+106
| +20% | +$10.9K | 0.01% | 349 |
|
|
2024
Q2 | $47.3K | Hold |
539
| – | – | ﹤0.01% | 347 |
|
|
2024
Q1 | $46.4K | Hold |
539
| – | – | 0.01% | 356 |
|
|
2023
Q4 | $43.8K | Hold |
539
| – | – | ﹤0.01% | 335 |
|
|
2023
Q3 | $40.5K | Hold |
539
| – | – | ﹤0.01% | 315 |
|
|
2023
Q2 | $45.4K | Hold |
539
| – | – | 0.01% | 315 |
|
|
2023
Q1 | $49K | Sell |
539
-48
| -8% | -$4.37K | 0.01% | 294 |
|
|
2022
Q4 | $55.7K | Buy |
587
+5
| +0.9% | +$475 | 0.01% | 294 |
|
|
2022
Q3 | $50K | Sell |
582
-124
| -18% | -$10.7K | 0.01% | 304 |
|
|
2022
Q2 | $68K | Buy |
706
+167
| +31% | +$16.1K | 0.01% | 270 |
|
|
2022
Q1 | $54K | Buy |
539
+75
| +16% | +$7.51K | 0.01% | 320 |
|
|
2021
Q4 | $41K | Sell |
464
-1,089
| -70% | -$96.2K | 0.01% | 401 |
|
|
2021
Q3 | $126K | Buy |
1,553
+498
| +47% | +$40.4K | 0.03% | 232 |
|
|
2021
Q2 | $89K | Sell |
1,055
-65
| -6% | -$5.48K | 0.02% | 267 |
|
|
2021
Q1 | $95K | Buy |
1,120
+10
| +0.9% | +$848 | 0.03% | 250 |
|
|
2020
Q4 | $92K | Buy |
1,110
+410
| +59% | +$34K | 0.03% | 264 |
|
|
2020
Q3 | $57K | Hold |
700
| – | – | 0.02% | 300 |
|
|
2020
Q2 | $56K | Hold |
700
| – | – | 0.02% | 278 |
|
|
2020
Q1 | $56K | Sell |
700
-24
| -3% | -$1.92K | 0.03% | 243 |
|
|
2019
Q4 | $68K | Buy |
724
+599
| +479% | +$56.3K | 0.02% | 274 |
|
|
2019
Q3 | $12K | Buy |
+125
| New | +$12K | ﹤0.01% | 558 |
|
|
2018
Q4 | – | Sell |
-434
| Closed | -$31K | – | 874 |
|
|
2018
Q3 | $31K | Sell |
434
-181
| -29% | -$12.9K | 0.01% | 373 |
|
|
2018
Q2 | $43K | Sell |
615
-1,052
| -63% | -$73.6K | 0.02% | 353 |
|
|
2018
Q1 | $114K | Buy |
1,667
+134
| +9% | +$9.16K | 0.06% | 213 |
|
|
2017
Q4 | $113K | Hold |
1,533
| – | – | 0.06% | 202 |
|
|
2017
Q3 | $108K | Sell |
1,533
-44
| -3% | -$3.1K | 0.06% | 194 |
|
|
2017
Q2 | $110K | Sell |
1,577
-557
| -26% | -$38.9K | 0.07% | 190 |
|
|
2017
Q1 | $143K | Buy |
2,134
+224
| +12% | +$15K | 0.09% | 162 |
|
|
2016
Q4 | $120K | Sell |
1,910
-265
| -12% | -$16.6K | 0.07% | 194 |
|
|
2016
Q3 | $140K | Sell |
2,175
-714
| -25% | -$46K | 0.09% | 155 |
|
|
2016
Q2 | $202K | Buy |
2,889
+173
| +6% | +$12.1K | 0.15% | 119 |
|
|
2016
Q1 | $180K | Sell |
2,716
-434
| -14% | -$28.8K | 0.14% | 121 |
|
|
2015
Q4 | $184K | Buy |
3,150
+476
| +18% | +$27.8K | 0.14% | 117 |
|
|
2015
Q3 | $152K | Buy |
2,674
+315
| +13% | +$17.9K | 0.12% | 134 |
|
|
2015
Q2 | $125K | Sell |
2,359
-340
| -13% | -$18K | 0.09% | 164 |
|
|
2015
Q1 | $152K | Buy |
2,699
+315
| +13% | +$17.7K | 0.11% | 141 |
|
|
2014
Q4 | $145K | Buy |
2,384
+12
| +0.5% | +$730 | 0.11% | 135 |
|
|
2014
Q3 | $124K | Buy |
2,372
+405
| +21% | +$21.2K | 0.11% | 144 |
|
|
2014
Q2 | $110K | Buy |
1,967
+1,607
| +446% | +$89.9K | 0.1% | 137 |
|
|
2014
Q1 | $18K | Sell |
360
-375
| -51% | -$18.8K | 0.02% | 266 |
|
|
2013
Q4 | $34K | Sell |
735
-137
| -16% | -$6.34K | 0.02% | 286 |
|
|
2013
Q3 | $38K | Buy |
872
+275
| +46% | +$12K | 0.02% | 218 |
|
|
2013
Q2 | $27K | Buy |
+597
| New | +$27K | 0.02% | 221 |
|