Rockline Wealth Management’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 | $3.17M | Buy |
30,596
+409
| +1% | +$42.4K | 0.75% | 38 |
|
|
2025
Q1 | $3.3M | Buy |
30,187
+1,287
| +4% | +$141K | 0.92% | 36 |
|
|
2024
Q4 | $2.67M | Buy |
28,900
+2,119
| +8% | +$195K | 0.71% | 44 |
|
|
2024
Q3 | $2.75M | Buy |
26,781
+1,219
| +5% | +$125K | 0.78% | 42 |
|
|
2024
Q2 | $2.24M | Buy |
25,562
+368
| +1% | +$32.3K | 0.69% | 46 |
|
|
2024
Q1 | $2.17M | Buy |
25,194
+795
| +3% | +$68.4K | 0.76% | 43 |
|
|
2023
Q4 | $1.98M | Buy |
+24,399
| New | +$1.98M | 0.82% | 41 |
|