Robertson Stephens Wealth Management’s American Electric Power AEP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,874
Closed -$205K 544
2025
Q1
$205K Buy
+1,874
New +$205K 0.01% 520
2020
Q2
Sell
-3,771
Closed -$302K 188
2020
Q1
$302K Buy
+3,771
New +$302K 0.1% 136