Rothschild Investment LLC’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $591K | Buy |
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|
2025
Q1 | $583K | Buy |
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|
2024
Q4 | $489K | Buy |
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|
2024
Q3 | $513K | Buy |
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|
2024
Q2 | $434K | Sell |
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|
2024
Q1 | $427K | Buy |
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|
2023
Q4 | $399K | Sell |
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|
2023
Q3 | $456K | Buy |
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|
2023
Q2 | $492K | Buy |
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|
2023
Q1 | $503K | Buy |
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|
2022
Q4 | $524K | Buy |
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|
2022
Q3 | $477K | Hold |
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|
2022
Q2 | $529K | Hold |
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|
2022
Q1 | $550K | Sell |
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|
2021
Q4 | $493K | Sell |
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|
2021
Q3 | $455K | Sell |
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|
2021
Q2 | $796K | Sell |
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|
2021
Q1 | $801K | Buy |
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|
2020
Q4 | $750K | Hold |
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|
2020
Q3 | $736K | Buy |
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|
2020
Q2 | $703K | Hold |
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|
2020
Q1 | $706K | Buy |
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|
2019
Q4 | $826K | Hold |
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|
2019
Q3 | $818K | Hold |
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|
2019
Q2 | $769K | Hold |
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|
2019
Q1 | $732K | Sell |
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|
2018
Q4 | $690K | Hold |
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|
2018
Q3 | $655K | Hold |
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|
2018
Q2 | $640K | Hold |
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|
2018
Q1 | $633K | Sell |
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|
2017
Q4 | $688K | Buy |
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|
2017
Q3 | $653K | Sell |
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|
2017
Q2 | $658K | Hold |
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|
2017
Q1 | $636K | Buy |
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|
2016
Q4 | $584K | Sell |
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|
2016
Q3 | $600K | Sell |
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|
2016
Q2 | $776K | Sell |
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|
2016
Q1 | $777K | Sell |
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|
2015
Q4 | $760K | Hold |
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|
2015
Q3 | $741K | Hold |
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|
2015
Q2 | $691K | Hold |
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|
2015
Q1 | $733K | Sell |
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|
2014
Q4 | $938K | Sell |
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|
2014
Q3 | $809K | Sell |
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|
2014
Q2 | $870K | Sell |
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|
2014
Q1 | $813K | Sell |
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|
2013
Q4 | $773K | Sell |
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|
2013
Q3 | $730K | Buy |
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|
2013
Q2 | $733K | Buy |
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