RDFA
Ritter Daniher Financial Advisory’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.3K | Sell |
408
-108
| -21% | -$11.2K | 0.01% | 189 |
|
|
2025
Q1 | $56.4K | Hold |
516
| – | – | 0.02% | 153 |
|
|
2024
Q4 | $47.6K | Sell |
516
-12
| -2% | -$1.11K | 0.01% | 164 |
|
|
2024
Q3 | $54.2K | Hold |
528
| – | – | 0.02% | 149 |
|
|
2024
Q2 | $46.3K | Hold |
528
| – | – | 0.01% | 156 |
|
|
2024
Q1 | $45.5K | Hold |
528
| – | – | 0.02% | 154 |
|
|
2023
Q4 | $42.9K | Buy |
528
+408
| +340% | +$33.1K | 0.02% | 161 |
|
|
2023
Q3 | $9.03K | Hold |
120
| – | – | ﹤0.01% | 238 |
|
|
2023
Q2 | $10.1K | Hold |
120
| – | – | ﹤0.01% | 219 |
|
|
2023
Q1 | $10.9K | Buy |
+120
| New | +$10.9K | ﹤0.01% | 203 |
|