RIA Advisory Group’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
$841K Buy
8,106
+2,906
+56% +$302K 0.25% 58
2025
Q1
$568K Buy
5,200
+1,144
+28% +$125K 0.18% 77
2024
Q4
$374K Buy
+4,056
New +$374K 0.13% 94
2023
Q1
Sell
-10,963
Closed -$1.02M 122
2022
Q4
$1.02M Buy
+10,963
New +$1.02M 0.59% 24