RFG - Bristol 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
Sell
-3,455
Closed -$378K 174
2025
Q1
$378K Buy
3,455
+4
+0.1% +$437 0.13% 118
2024
Q4
$318K Buy
+3,451
New +$318K 0.1% 120