Provenance Wealth 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 | $60.2K | Sell |
580
-1,210
| -68% | -$126K | 0.01% | 199 |
|
|
2025
Q1 | $196K | Sell |
1,790
-1,041
| -37% | -$114K | 0.03% | 134 |
|
|
2024
Q4 | $261K | Sell |
2,831
-9,302
| -77% | -$858K | 0.03% | 127 |
|
|
2024
Q3 | $1.24M | Sell |
12,133
-44
| -0.4% | -$4.51K | 0.16% | 53 |
|
|
2024
Q2 | $1.07M | Buy |
12,177
+60
| +0.5% | +$5.26K | 0.15% | 59 |
|
|
2024
Q1 | $1.04M | Buy |
12,117
+345
| +3% | +$29.7K | 0.15% | 62 |
|
|
2023
Q4 | $956K | Buy |
11,772
+365
| +3% | +$29.6K | 0.13% | 66 |
|
|
2023
Q3 | $858K | Buy |
+11,407
| New | +$858K | 0.14% | 60 |
|