Red Door Wealth Management’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 | $235K | Sell |
2,267
-267
| -11% | -$27.7K | 0.03% | 241 |
|
2025
Q1 | $277K | Buy |
2,534
+18
| +0.7% | +$1.97K | 0.04% | 189 |
|
2024
Q4 | $232K | Sell |
2,516
-35
| -1% | -$3.23K | 0.04% | 205 |
|
2024
Q3 | $262K | Buy |
+2,551
| New | +$262K | 0.04% | 185 |
|
2024
Q1 | – | Sell |
-2,864
| Closed | -$233K | – | 195 |
|
2023
Q4 | $233K | Buy |
+2,864
| New | +$233K | 0.05% | 176 |
|
2021
Q3 | – | Sell |
-724
| Closed | -$61K | – | 165 |
|
2021
Q2 | $61K | Buy |
+724
| New | +$61K | 0.02% | 240 |
|
2020
Q3 | – | Sell |
-895
| Closed | -$71K | – | 113 |
|
2020
Q2 | $71K | Hold |
895
| – | – | 0.05% | 160 |
|
2020
Q1 | $71K | Buy |
+895
| New | +$71K | 0.07% | 145 |
|