Rise 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 | $44K | Buy |
424
+3
| +0.7% | +$311 | 0.02% | 265 |
|
|
2025
Q1 | $46K | Buy |
421
+78
| +23% | +$8.51K | 0.02% | 240 |
|
|
2024
Q4 | $31.6K | Buy |
343
+4
| +1% | +$368 | 0.02% | 373 |
|
|
2024
Q3 | $34.8K | Buy |
339
+3
| +0.9% | +$308 | 0.02% | 343 |
|
|
2024
Q2 | $29.5K | Buy |
336
+18
| +6% | +$1.58K | 0.02% | 386 |
|
|
2024
Q1 | $27.4K | Buy |
+318
| New | +$27.4K | 0.01% | 427 |
|
|
2023
Q3 | – | Sell |
-90
| Closed | -$7.57K | – | 674 |
|
|
2023
Q2 | $7.57K | Buy |
90
+12
| +15% | +$1.01K | 0.01% | 378 |
|
|
2023
Q1 | $7.1K | Buy |
78
+68
| +680% | +$6.19K | 0.01% | 409 |
|
|
2022
Q4 | $989 | Hold |
10
| – | – | ﹤0.01% | 652 |
|
|
2022
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 590 |
|
|
2022
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 601 |
|
|
2022
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 577 |
|
|
2021
Q4 | $898 | Buy |
+10
| New | +$898 | ﹤0.01% | 602 |
|