River Wealth 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
Q1 | – | Sell |
-14,709
| Closed | -$1.36M | – | 198 |
|
|
2024
Q4 | $1.36M | Sell |
14,709
-1,442
| -9% | -$133K | 0.18% | 97 |
|
|
2024
Q3 | $1.66M | Sell |
16,151
-1,269
| -7% | -$130K | 0.22% | 94 |
|
|
2024
Q2 | $1.53M | Sell |
17,420
-1,916
| -10% | -$168K | 0.22% | 91 |
|
|
2024
Q1 | $1.66M | Sell |
19,336
-4,658
| -19% | -$401K | 0.24% | 91 |
|
|
2023
Q4 | $1.95M | Sell |
23,994
-751
| -3% | -$61K | 0.31% | 82 |
|
|
2023
Q3 | $1.86M | Sell |
24,745
-706
| -3% | -$53.1K | 0.33% | 78 |
|
|
2023
Q2 | $2.14M | Sell |
25,451
-636
| -2% | -$53.6K | 0.36% | 75 |
|
|
2023
Q1 | $2.37M | Sell |
26,087
-336
| -1% | -$30.6K | 0.43% | 71 |
|
|
2022
Q4 | $2.51M | Buy |
26,423
+668
| +3% | +$63.4K | 0.48% | 63 |
|
|
2022
Q3 | $2.23M | Sell |
25,755
-754
| -3% | -$65.2K | 0.48% | 62 |
|
|
2022
Q2 | $2.54M | Buy |
26,509
+61
| +0.2% | +$5.85K | 0.47% | 65 |
|
|
2022
Q1 | $2.64M | Buy |
26,448
+1,127
| +4% | +$112K | 0.42% | 70 |
|
|
2021
Q4 | $2.25M | Sell |
25,321
-527
| -2% | -$46.9K | 0.35% | 77 |
|
|
2021
Q3 | $2.1M | Buy |
25,848
+1,480
| +6% | +$120K | 0.36% | 74 |
|
|
2021
Q2 | $2.06M | Buy |
24,368
+331
| +1% | +$28K | 0.36% | 73 |
|
|
2021
Q1 | $2.04M | Buy |
24,037
+1,100
| +5% | +$93.2K | 0.38% | 69 |
|
|
2020
Q4 | $1.91M | Buy |
22,937
+1,166
| +5% | +$97.1K | 0.41% | 67 |
|
|
2020
Q3 | $1.78M | Buy |
21,771
+1,709
| +9% | +$140K | 0.46% | 63 |
|
|
2020
Q2 | $1.6M | Buy |
20,062
+1,357
| +7% | +$108K | 0.49% | 62 |
|
|
2020
Q1 | $1.5M | Buy |
18,705
+1,004
| +6% | +$80.3K | 0.6% | 58 |
|
|
2019
Q4 | $1.67M | Buy |
17,701
+1,974
| +13% | +$187K | 0.57% | 63 |
|
|
2019
Q3 | $1.47M | Buy |
15,727
+497
| +3% | +$46.5K | 0.56% | 63 |
|
|
2019
Q2 | $1.34M | Buy |
15,230
+326
| +2% | +$28.7K | 0.52% | 64 |
|
|
2019
Q1 | $1.25M | Buy |
14,904
+288
| +2% | +$24.1K | 0.52% | 64 |
|
|
2018
Q4 | $1.09M | Sell |
14,616
-652
| -4% | -$48.7K | 0.49% | 64 |
|
|
2018
Q3 | $1.08M | Sell |
15,268
-862
| -5% | -$61.1K | 0.4% | 79 |
|
|
2018
Q2 | $1.12M | Sell |
16,130
-661
| -4% | -$45.8K | 0.43% | 77 |
|
|
2018
Q1 | $1.15M | Sell |
16,791
-141
| -0.8% | -$9.67K | 0.49% | 74 |
|
|
2017
Q4 | $1.25M | Sell |
16,932
-572
| -3% | -$42.1K | 0.52% | 72 |
|
|
2017
Q3 | $1.23M | Sell |
17,504
-246
| -1% | -$17.3K | 0.56% | 67 |
|
|
2017
Q2 | $1.23M | Buy |
17,750
+30
| +0.2% | +$2.08K | 0.57% | 66 |
|
|
2017
Q1 | $1.19M | Buy |
17,720
+859
| +5% | +$57.7K | 0.58% | 66 |
|
|
2016
Q4 | $1.06M | Buy |
16,861
+94
| +0.6% | +$5.92K | 0.54% | 72 |
|
|
2016
Q3 | $1.08M | Buy |
16,767
+583
| +4% | +$37.4K | 0.6% | 65 |
|
|
2016
Q2 | $1.13M | Buy |
16,184
+886
| +6% | +$62.1K | 0.65% | 60 |
|
|
2016
Q1 | $1.02M | Buy |
15,298
+381
| +3% | +$25.3K | 0.61% | 62 |
|
|
2015
Q4 | $869K | Sell |
14,917
-1,002
| -6% | -$58.4K | 0.55% | 66 |
|
|
2015
Q3 | $905K | Buy |
15,919
+1,047
| +7% | +$59.5K | 0.62% | 58 |
|
|
2015
Q2 | $788K | Sell |
14,872
-451
| -3% | -$23.9K | 0.5% | 74 |
|
|
2015
Q1 | $862K | Buy |
+15,323
| New | +$862K | 0.53% | 72 |
|