Richwood Investment 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 | $246K | Sell |
2,368
-419
| -15% | -$43.5K | 0.2% | 91 |
|
|
2025
Q1 | $305K | Sell |
2,787
-881
| -24% | -$96.3K | 0.26% | 84 |
|
|
2024
Q4 | $338K | Buy |
3,668
+270
| +8% | +$24.9K | 0.28% | 78 |
|
|
2024
Q3 | $349K | Sell |
3,398
-100
| -3% | -$10.3K | 0.29% | 76 |
|
|
2024
Q2 | $307K | Buy |
3,498
+323
| +10% | +$28.3K | 0.27% | 80 |
|
|
2024
Q1 | $273K | Sell |
3,175
-140
| -4% | -$12.1K | 0.24% | 88 |
|
|
2023
Q4 | $269K | Sell |
3,315
-150
| -4% | -$12.2K | 0.25% | 86 |
|
|
2023
Q3 | $261K | Hold |
3,465
| – | – | 0.27% | 88 |
|
|
2023
Q2 | $292K | Hold |
3,465
| – | – | 0.28% | 86 |
|
|
2023
Q1 | $315K | Hold |
3,465
| – | – | 0.31% | 83 |
|
|
2022
Q4 | $329K | Hold |
3,465
| – | – | 0.33% | 83 |
|
|
2022
Q3 | $300K | Hold |
3,465
| – | – | 0.33% | 81 |
|
|
2022
Q2 | $332K | Buy |
3,465
+140
| +4% | +$13.4K | 0.33% | 82 |
|
|
2022
Q1 | $332K | Buy |
3,325
+1,940
| +140% | +$194K | 0.3% | 88 |
|
|
2021
Q4 | $123K | Buy |
+1,385
| New | +$123K | 0.11% | 125 |
|