Principle Wealth Partners’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 | $3.51M | Sell |
33,844
-1,411
| -4% | -$146K | 0.22% | 85 |
|
|
2025
Q1 | $3.85M | Buy |
35,255
+335
| +1% | +$36.6K | 0.28% | 85 |
|
|
2024
Q4 | $3.22M | Buy |
34,920
+3,865
| +12% | +$356K | 0.23% | 95 |
|
|
2024
Q3 | $3.19M | Hold |
31,055
| – | – | 0.23% | 99 |
|
|
2024
Q2 | $2.72M | Buy |
31,055
+1,025
| +3% | +$89.9K | 0.21% | 105 |
|
|
2024
Q1 | $2.59M | Buy |
30,030
+10,137
| +51% | +$873K | 0.2% | 108 |
|
|
2023
Q4 | $1.62M | Buy |
19,893
+1,060
| +6% | +$86.1K | 0.14% | 127 |
|
|
2023
Q3 | $1.42M | Buy |
18,833
+323
| +2% | +$24.3K | 0.14% | 125 |
|
|
2023
Q2 | $1.56M | Buy |
18,510
+1
| +0% | +$84 | 0.16% | 114 |
|
|
2023
Q1 | $1.68M | Sell |
18,509
-888
| -5% | -$80.8K | 0.18% | 108 |
|
|
2022
Q4 | $1.84M | Buy |
19,397
+5,962
| +44% | +$566K | 0.21% | 98 |
|
|
2022
Q3 | $1.16K | Buy |
13,435
+475
| +4% | +$41 | 0.11% | 111 |
|
|
2022
Q2 | $1.24M | Buy |
12,960
+2
| +0% | +$192 | 0.15% | 114 |
|
|
2022
Q1 | $1.29M | Buy |
12,958
+1
| +0% | +$100 | 0.14% | 120 |
|
|
2021
Q4 | $1.15M | Buy |
12,957
+3,452
| +36% | +$307K | 0.12% | 126 |
|
|
2021
Q3 | $772K | Buy |
9,505
+27
| +0.3% | +$2.19K | 0.09% | 152 |
|
|
2021
Q2 | $802K | Buy |
9,478
+3,302
| +53% | +$279K | 0.09% | 148 |
|
|
2021
Q1 | $523K | Buy |
6,176
+1,849
| +43% | +$157K | 0.06% | 187 |
|
|
2020
Q4 | $360K | Buy |
4,327
+1,513
| +54% | +$126K | 0.05% | 208 |
|
|
2020
Q3 | $230K | Sell |
2,814
-230
| -8% | -$18.8K | 0.06% | 136 |
|
|
2020
Q2 | $242K | Hold |
3,044
| – | – | 0.07% | 130 |
|
|
2020
Q1 | $243K | Hold |
3,044
| – | – | 0.09% | 119 |
|
|
2019
Q4 | $288K | Hold |
3,044
| – | – | 0.09% | 130 |
|
|
2019
Q3 | $285K | Buy |
3,044
+230
| +8% | +$21.5K | 0.1% | 128 |
|
|
2019
Q2 | $248K | Hold |
2,814
| – | – | 0.13% | 118 |
|
|
2019
Q1 | $236K | Buy |
2,814
+180
| +7% | +$15.1K | 0.14% | 112 |
|
|
2018
Q4 | $210K | Buy |
+2,634
| New | +$210K | 0.18% | 107 |
|