Private Capital 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 | $232K | Hold |
2,240
| – | – | 0.03% | 76 |
|
|
2025
Q1 | $245K | Sell |
2,240
-95
| -4% | -$10.4K | 0.03% | 69 |
|
|
2024
Q4 | $215K | Hold |
2,335
| – | – | 0.03% | 70 |
|
|
2024
Q3 | $240K | Hold |
2,335
| – | – | 0.03% | 68 |
|
|
2024
Q2 | $205K | Hold |
2,335
| – | – | 0.02% | 74 |
|
|
2024
Q1 | $201K | Buy |
+2,335
| New | +$201K | 0.03% | 78 |
|
|
2023
Q2 | – | Sell |
-2,358
| Closed | -$215K | – | 85 |
|
|
2023
Q1 | $215K | Hold |
2,358
| – | – | 0.04% | 75 |
|
|
2022
Q4 | $224K | Hold |
2,358
| – | – | 0.04% | 68 |
|
|
2022
Q3 | $204K | Hold |
2,358
| – | – | 0.04% | 74 |
|
|
2022
Q2 | $226K | Sell |
2,358
-8,400
| -78% | -$805K | 0.04% | 74 |
|
|
2022
Q1 | $1.07M | Buy |
10,758
+8,400
| +356% | +$838K | 0.16% | 57 |
|
|
2021
Q4 | $210K | Buy |
+2,358
| New | +$210K | 0.03% | 75 |
|
|
2020
Q1 | – | Sell |
-2,358
| Closed | -$223K | – | 75 |
|
|
2019
Q4 | $223K | Sell |
2,358
-1,000
| -30% | -$94.6K | 0.05% | 77 |
|
|
2019
Q3 | $315K | Hold |
3,358
| – | – | 0.09% | 75 |
|
|
2019
Q2 | $296K | Sell |
3,358
-4,300
| -56% | -$379K | 0.08% | 81 |
|
|
2019
Q1 | $641K | Sell |
7,658
-40
| -0.5% | -$3.35K | 0.19% | 56 |
|
|
2018
Q4 | $575K | Sell |
7,698
-39
| -0.5% | -$2.91K | 0.21% | 54 |
|
|
2018
Q3 | $548K | Sell |
7,737
-73
| -0.9% | -$5.17K | 0.15% | 71 |
|
|
2018
Q2 | $541K | Hold |
7,810
| – | – | 0.17% | 68 |
|
|
2018
Q1 | $536K | Sell |
7,810
-1,005
| -11% | -$69K | 0.18% | 70 |
|
|
2017
Q4 | $649K | Sell |
8,815
-1,225
| -12% | -$90.2K | 0.23% | 66 |
|
|
2017
Q3 | $705K | Sell |
10,040
-50
| -0.5% | -$3.51K | 0.24% | 64 |
|
|
2017
Q2 | $701K | Hold |
10,090
| – | – | 0.23% | 80 |
|
|
2017
Q1 | $677K | Hold |
10,090
| – | – | 0.22% | 80 |
|
|
2016
Q4 | $635K | Sell |
10,090
-700
| -6% | -$44.1K | 0.22% | 78 |
|
|
2016
Q3 | $693K | Hold |
10,790
| – | – | 0.25% | 72 |
|
|
2016
Q2 | $756K | Hold |
10,790
| – | – | 0.29% | 65 |
|
|
2016
Q1 | $716K | Hold |
10,790
| – | – | 0.32% | 67 |
|
|
2015
Q4 | $629K | Hold |
10,790
| – | – | 0.27% | 70 |
|
|
2015
Q3 | $614K | Hold |
10,790
| – | – | 0.26% | 80 |
|
|
2015
Q2 | $572K | Hold |
10,790
| – | – | 0.19% | 98 |
|
|
2015
Q1 | $607K | Hold |
10,790
| – | – | 0.22% | 80 |
|
|
2014
Q4 | $655K | Hold |
10,790
| – | – | 0.25% | 78 |
|
|
2014
Q3 | $563K | Hold |
10,790
| – | – | 0.18% | 87 |
|
|
2014
Q2 | $602K | Hold |
10,790
| – | – | 0.19% | 84 |
|
|
2014
Q1 | $547K | Hold |
10,790
| – | – | 0.21% | 75 |
|
|
2013
Q4 | $504K | Hold |
10,790
| – | – | 0.17% | 82 |
|
|
2013
Q3 | $468K | Hold |
10,790
| – | – | 0.17% | 83 |
|
|
2013
Q2 | $483K | Buy |
+10,790
| New | +$483K | 0.18% | 82 |
|