Richardson Financial Services’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 | $240K | Sell |
2,299
-79
| -3% | -$8.25K | 0.16% | 139 |
|
|
2025
Q1 | $260K | Hold |
2,378
| – | – | 0.2% | 126 |
|
|
2024
Q4 | $219K | Sell |
2,378
-246
| -9% | -$22.6K | 0.15% | 130 |
|
|
2024
Q3 | $230K | Hold |
2,624
| – | – | 0.15% | 134 |
|
|
2024
Q2 | $230K | Sell |
2,624
-460
| -15% | -$40.4K | 0.17% | 124 |
|
|
2024
Q1 | $266K | Buy |
3,084
+115
| +4% | +$9.9K | 0.19% | 119 |
|
|
2023
Q4 | $241K | Buy |
+2,969
| New | +$241K | 0.21% | 111 |
|