Private Capital Management (Florida)’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 | – | Sell |
-6,750
| Closed | -$738K | – | 139 |
|
|
2025
Q1 | $738K | Hold |
6,750
| – | – | 0.08% | 82 |
|
|
2024
Q4 | $623K | Hold |
6,750
| – | – | 0.07% | 83 |
|
|
2024
Q3 | $693K | Hold |
6,750
| – | – | 0.07% | 74 |
|
|
2024
Q2 | $592K | Sell |
6,750
-1,800
| -21% | -$158K | 0.07% | 78 |
|
|
2024
Q1 | $736K | Hold |
8,550
| – | – | 0.08% | 71 |
|
|
2023
Q4 | $694K | Sell |
8,550
-1
| -0% | -$81 | 0.08% | 72 |
|
|
2023
Q3 | $643K | Buy |
8,551
+1,030
| +14% | +$77.5K | 0.08% | 72 |
|
|
2023
Q2 | $633K | Buy |
7,521
+2,971
| +65% | +$250K | 0.08% | 72 |
|
|
2023
Q1 | $414K | Buy |
+4,550
| New | +$414K | 0.05% | 83 |
|