RIA
Regal Investment Advisors’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.16M | Buy |
30,412
+165
| +0.5% | +$17.1K | 0.24% | 116 |
|
|
2025
Q1 | $3.31M | Sell |
30,247
-10,597
| -26% | -$1.16M | 0.27% | 104 |
|
|
2024
Q4 | $3.77M | Sell |
40,844
-1,360
| -3% | -$125K | 0.28% | 100 |
|
|
2024
Q3 | $4.33M | Sell |
42,204
-1,861
| -4% | -$191K | 0.3% | 101 |
|
|
2024
Q2 | $3.87M | Sell |
44,065
-987
| -2% | -$86.6K | 0.25% | 110 |
|
|
2024
Q1 | $3.88M | Sell |
45,052
-831
| -2% | -$71.5K | 0.27% | 110 |
|
|
2023
Q4 | $3.73M | Sell |
45,883
-1,397
| -3% | -$113K | 0.28% | 106 |
|
|
2023
Q3 | $3.56M | Buy |
47,280
+379
| +0.8% | +$28.5K | 0.3% | 89 |
|
|
2023
Q2 | $3.95M | Sell |
46,901
-1,062
| -2% | -$89.4K | 0.33% | 85 |
|
|
2023
Q1 | $4.36M | Buy |
47,963
+1,477
| +3% | +$134K | 0.39% | 78 |
|
|
2022
Q4 | $4.41M | Buy |
46,486
+4,105
| +10% | +$390K | 0.43% | 66 |
|
|
2022
Q3 | $3.66M | Buy |
42,381
+1,006
| +2% | +$87K | 0.39% | 69 |
|
|
2022
Q2 | $3.97M | Sell |
41,375
-700
| -2% | -$67.2K | 0.41% | 67 |
|
|
2022
Q1 | $4.2M | Sell |
42,075
-2,746
| -6% | -$274K | 0.39% | 69 |
|
|
2021
Q4 | $3.99M | Sell |
44,821
-771
| -2% | -$68.6K | 0.35% | 75 |
|
|
2021
Q3 | $3.7M | Buy |
45,592
+1,148
| +3% | +$93.2K | 0.36% | 74 |
|
|
2021
Q2 | $3.76M | Buy |
+44,444
| New | +$3.76M | 0.38% | 72 |
|
|
2021
Q1 | – | Sell |
-57,050
| Closed | -$4.75M | – | 37 |
|
|
2020
Q4 | $4.75M | Buy |
+57,050
| New | +$4.75M | 0.54% | 44 |
|
|
2020
Q1 | – | Sell |
-61,759
| Closed | -$5.84M | – | 35 |
|
|
2019
Q4 | $5.84M | Sell |
61,759
-2,441
| -4% | -$231K | 1.05% | 22 |
|
|
2019
Q3 | $6.02M | Sell |
64,200
-7,868
| -11% | -$737K | 1.17% | 18 |
|
|
2019
Q2 | $6.34M | Buy |
72,068
+2,385
| +3% | +$210K | 1.24% | 18 |
|
|
2019
Q1 | $5.84M | Buy |
69,683
+6,763
| +11% | +$566K | 1.19% | 18 |
|
|
2018
Q4 | $4.7M | Buy |
62,920
+7,376
| +13% | +$551K | 1.03% | 23 |
|
|
2018
Q3 | $3.94M | Buy |
55,544
+28,111
| +102% | +$1.99M | 0.83% | 29 |
|
|
2018
Q2 | $1.9M | Sell |
27,433
-18,095
| -40% | -$1.25M | 0.58% | 47 |
|
|
2018
Q1 | $3.12M | Buy |
45,528
+2,100
| +5% | +$144K | 0.69% | 38 |
|
|
2017
Q4 | $3.2M | Buy |
43,428
+3,247
| +8% | +$239K | 0.71% | 41 |
|
|
2017
Q3 | $2.82M | Buy |
40,181
+10,500
| +35% | +$737K | 0.66% | 42 |
|
|
2017
Q2 | $2.06M | Buy |
29,681
+4,715
| +19% | +$328K | 0.51% | 72 |
|
|
2017
Q1 | $1.68M | Sell |
24,966
-4,321
| -15% | -$290K | 0.44% | 80 |
|
|
2016
Q4 | $1.84M | Buy |
29,287
+6,808
| +30% | +$429K | 0.51% | 71 |
|
|
2016
Q3 | $1.44M | Buy |
22,479
+2,782
| +14% | +$179K | 0.41% | 80 |
|
|
2016
Q2 | $1.38M | Buy |
19,697
+2,549
| +15% | +$179K | 0.38% | 82 |
|
|
2016
Q1 | $1.14M | Buy |
17,148
+893
| +5% | +$59.3K | 0.31% | 92 |
|
|
2015
Q4 | $947K | Buy |
16,255
+4,855
| +43% | +$283K | 0.25% | 112 |
|
|
2015
Q3 | $648K | Buy |
11,400
+900
| +9% | +$51.2K | 0.17% | 132 |
|
|
2015
Q2 | $556K | Buy |
10,500
+600
| +6% | +$31.8K | 0.15% | 142 |
|
|
2015
Q1 | $557K | Sell |
9,900
-300
| -3% | -$16.9K | 0.14% | 147 |
|
|
2014
Q4 | $619K | Sell |
10,200
-214
| -2% | -$13K | 0.17% | 135 |
|
|
2014
Q3 | $544K | Buy |
10,414
+995
| +11% | +$52K | 0.16% | 141 |
|
|
2014
Q2 | $525K | Buy |
9,419
+5,115
| +119% | +$285K | 0.19% | 128 |
|
|
2014
Q1 | $218K | Sell |
4,304
-806
| -16% | -$40.8K | 0.09% | 175 |
|
|
2013
Q4 | $239K | Buy |
5,110
+695
| +16% | +$32.5K | 0.14% | 142 |
|
|
2013
Q3 | $191K | Buy |
4,415
+1,723
| +64% | +$74.5K | 0.11% | 167 |
|
|
2013
Q2 | $121K | Buy |
+2,692
| New | +$121K | 0.07% | 205 |
|