Powell Investment 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 | $696K | Hold |
6,709
| – | – | 0.26% | 59 |
|
|
2025
Q1 | $733K | Hold |
6,709
| – | – | 0.36% | 43 |
|
|
2024
Q4 | $619K | Hold |
6,709
| – | – | 0.29% | 54 |
|
|
2024
Q3 | $688K | Sell |
6,709
-64
| -0.9% | -$6.57K | 0.32% | 49 |
|
|
2024
Q2 | $594K | Buy |
6,773
+65
| +1% | +$5.7K | 0.31% | 51 |
|
|
2024
Q1 | $578K | Hold |
6,708
| – | – | 0.31% | 51 |
|
|
2023
Q4 | $545K | Hold |
6,708
| – | – | 0.3% | 55 |
|
|
2023
Q3 | $505K | Sell |
6,708
-255
| -4% | -$19.2K | 0.3% | 56 |
|
|
2023
Q2 | $586K | Hold |
6,963
| – | – | 0.34% | 50 |
|
|
2023
Q1 | $634K | Hold |
6,963
| – | – | 0.35% | 49 |
|
|
2022
Q4 | $661K | Sell |
6,963
-701
| -9% | -$66.6K | 0.38% | 46 |
|
|
2022
Q3 | $663K | Hold |
7,664
| – | – | 0.43% | 33 |
|
|
2022
Q2 | $735K | Hold |
7,664
| – | – | 0.45% | 29 |
|
|
2022
Q1 | $765K | Hold |
7,664
| – | – | 0.45% | 34 |
|
|
2021
Q4 | $682K | Hold |
7,664
| – | – | 0.39% | 37 |
|
|
2021
Q3 | $622K | Hold |
7,664
| – | – | 0.38% | 39 |
|
|
2021
Q2 | $648K | Hold |
7,664
| – | – | 0.4% | 34 |
|
|
2021
Q1 | $649K | Sell |
7,664
-255
| -3% | -$21.6K | 0.42% | 32 |
|
|
2020
Q4 | $659K | Hold |
7,919
| – | – | 0.5% | 28 |
|
|
2020
Q3 | $647K | Hold |
7,919
| – | – | 0.56% | 29 |
|
|
2020
Q2 | $631K | Hold |
7,919
| – | – | 0.61% | 31 |
|
|
2020
Q1 | $633K | Hold |
7,919
| – | – | 0.77% | 23 |
|
|
2019
Q4 | $748K | Buy |
+7,919
| New | +$748K | 0.78% | 21 |
|