Prudent Man 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 | $653K | Buy |
6,295
+2
| +0% | +$208 | 0.21% | 109 |
|
|
2025
Q1 | $688K | Buy |
6,293
+146
| +2% | +$16K | 0.25% | 96 |
|
|
2024
Q4 | $567K | Sell |
6,147
-820
| -12% | -$75.6K | 0.21% | 109 |
|
|
2024
Q3 | $715K | Sell |
6,967
-2,075
| -23% | -$213K | 0.24% | 102 |
|
|
2024
Q2 | $793K | Buy |
9,042
+340
| +4% | +$29.8K | 0.28% | 83 |
|
|
2024
Q1 | $749K | Buy |
8,702
+2,031
| +30% | +$175K | 0.28% | 86 |
|
|
2023
Q4 | $542K | Sell |
6,671
-610
| -8% | -$49.5K | 0.2% | 112 |
|
|
2023
Q3 | $548K | Hold |
7,281
| – | – | 0.22% | 107 |
|
|
2023
Q2 | $613K | Sell |
7,281
-76
| -1% | -$6.4K | 0.23% | 97 |
|
|
2023
Q1 | $669K | Sell |
7,357
-145
| -2% | -$13.2K | 0.26% | 87 |
|
|
2022
Q4 | $712K | Buy |
7,502
+128
| +2% | +$12.1K | 0.29% | 75 |
|
|
2022
Q3 | $637K | Buy |
7,374
+363
| +5% | +$31.4K | 0.3% | 69 |
|
|
2022
Q2 | $673K | Hold |
7,011
| – | – | 0.31% | 62 |
|
|
2022
Q1 | $699K | Sell |
7,011
-127
| -2% | -$12.7K | 0.28% | 72 |
|
|
2021
Q4 | $635K | Sell |
7,138
-1,312
| -16% | -$117K | 0.24% | 85 |
|
|
2021
Q3 | $686K | Sell |
8,450
-22
| -0.3% | -$1.79K | 0.26% | 78 |
|
|
2021
Q2 | $717K | Buy |
+8,472
| New | +$717K | 0.28% | 74 |
|