Reilly Financial Advisors’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $8.17M | Buy |
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|
2021
Q3 | $164K | Sell |
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|
2021
Q2 | $176K | Sell |
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|
2021
Q1 | $194K | Hold |
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|
2020
Q4 | $191K | Buy |
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|
2020
Q3 | $175K | Sell |
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|
2020
Q2 | $175K | Buy |
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|
2020
Q1 | $171K | Hold |
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|
2019
Q4 | $202K | Hold |
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|
2019
Q3 | $200K | Hold |
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|
2019
Q2 | $188K | Sell |
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|
2019
Q1 | $180K | Sell |
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|
2018
Q4 | $178K | Hold |
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|
2018
Q3 | $169K | Hold |
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|
2018
Q2 | $165K | Hold |
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|
2018
Q1 | $164K | Buy |
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|
2017
Q4 | $167K | Hold |
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|
2017
Q3 | $159K | Hold |
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|
2017
Q2 | $157K | Hold |
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|
2017
Q1 | $152K | Sell |
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|
2016
Q4 | $145K | Hold |
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|
2016
Q3 | $148K | Buy |
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|
2016
Q2 | $150K | Hold |
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|
2016
Q1 | $142K | Sell |
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|
2015
Q4 | $136K | Buy |
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|
2015
Q3 | $64K | Hold |
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|
2015
Q2 | $60K | Hold |
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|
2015
Q1 | $64K | Hold |
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|
2014
Q4 | $69K | Hold |
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|
2014
Q3 | $59K | Hold |
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|
2014
Q2 | $63K | Sell |
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|
2014
Q1 | $94K | Buy |
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|
2013
Q4 | $85K | Buy |
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|
2013
Q3 | $53K | Sell |
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|
2013
Q2 | $57K | Buy |
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