Portside Wealth Group’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 | $866K | Buy |
8,346
+300
| +4% | +$31.1K | 0.13% | 170 |
|
|
2025
Q1 | $879K | Buy |
8,046
+992
| +14% | +$108K | 0.14% | 159 |
|
|
2024
Q4 | $651K | Buy |
7,054
+289
| +4% | +$26.7K | 0.11% | 193 |
|
|
2024
Q3 | $694K | Buy |
6,765
+295
| +5% | +$30.3K | 0.12% | 181 |
|
|
2024
Q2 | $568K | Sell |
6,470
-213
| -3% | -$18.7K | 0.11% | 188 |
|
|
2024
Q1 | $575K | Buy |
6,683
+191
| +3% | +$16.4K | 0.11% | 198 |
|
|
2023
Q4 | $527K | Sell |
6,492
-651
| -9% | -$52.9K | 0.1% | 202 |
|
|
2023
Q3 | $534K | Buy |
7,143
+598
| +9% | +$44.7K | 0.1% | 185 |
|
|
2023
Q2 | $551K | Buy |
+6,545
| New | +$551K | 0.1% | 189 |
|