Prestige Wealth Management 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 | $19.1K | Hold |
184
| – | – | ﹤0.01% | 354 |
|
2025
Q1 | $20.1K | Buy |
184
+15
| +9% | +$1.64K | ﹤0.01% | 341 |
|
2024
Q4 | $15.6K | Hold |
169
| – | – | ﹤0.01% | 393 |
|
2024
Q3 | $17.3K | Hold |
169
| – | – | ﹤0.01% | 363 |
|
2024
Q2 | $14.8K | Sell |
169
-35
| -17% | -$3.07K | ﹤0.01% | 351 |
|
2024
Q1 | $17.6K | Sell |
204
-39
| -16% | -$3.36K | ﹤0.01% | 359 |
|
2023
Q4 | $19.7K | Buy |
243
+17
| +8% | +$1.38K | ﹤0.01% | 341 |
|
2023
Q3 | $17K | Sell |
226
-85
| -27% | -$6.39K | ﹤0.01% | 354 |
|
2023
Q2 | $26.2K | Buy |
311
+85
| +38% | +$7.16K | 0.01% | 334 |
|
2023
Q1 | $20.6K | Sell |
226
-4
| -2% | -$364 | 0.01% | 336 |
|
2022
Q4 | $21.8K | Buy |
230
+1
| +0.4% | +$95 | 0.01% | 343 |
|
2022
Q3 | $19K | Sell |
229
-4
| -2% | -$332 | 0.01% | 322 |
|
2022
Q2 | $23K | Buy |
233
+3
| +1% | +$296 | 0.01% | 307 |
|
2022
Q1 | $23K | Hold |
230
| – | – | 0.01% | 327 |
|
2021
Q4 | $20K | Sell |
230
-5
| -2% | -$435 | ﹤0.01% | 377 |
|
2021
Q3 | $19K | Hold |
235
| – | – | ﹤0.01% | 376 |
|
2021
Q2 | $19K | Sell |
235
-3
| -1% | -$243 | 0.01% | 366 |
|
2021
Q1 | $20K | Sell |
238
-117
| -33% | -$9.83K | 0.01% | 357 |
|
2020
Q4 | $29K | Sell |
355
-133
| -27% | -$10.9K | 0.01% | 302 |
|
2020
Q3 | $40K | Buy |
488
+87
| +22% | +$7.13K | 0.01% | 273 |
|
2020
Q2 | $32K | Sell |
401
-261
| -39% | -$20.8K | 0.01% | 272 |
|
2020
Q1 | $53K | Buy |
662
+251
| +61% | +$20.1K | 0.02% | 175 |
|
2019
Q4 | $38K | Buy |
411
+1
| +0.2% | +$92 | 0.02% | 225 |
|
2019
Q3 | $38K | Buy |
410
+271
| +195% | +$25.1K | 0.02% | 219 |
|
2019
Q2 | $12K | Buy |
+139
| New | +$12K | 0.01% | 309 |
|
2019
Q1 | – | Sell |
-217
| Closed | -$16K | – | 497 |
|
2018
Q4 | $16K | Buy |
+217
| New | +$16K | 0.01% | 348 |
|