RWA Wealth Partners’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 | $850K | Buy |
8,196
+799
| +11% | +$82.9K | 0.01% | 352 |
|
|
2025
Q1 | $808K | Sell |
7,397
-817
| -10% | -$89.3K | 0.01% | 353 |
|
|
2024
Q4 | $758K | Sell |
8,214
-3,735
| -31% | -$344K | 0.01% | 362 |
|
|
2024
Q3 | $1.23M | Sell |
11,949
-3,583
| -23% | -$368K | 0.02% | 294 |
|
|
2024
Q2 | $1.36M | Sell |
15,532
-61
| -0.4% | -$5.35K | 0.02% | 271 |
|
|
2024
Q1 | $1.34M | Sell |
15,593
-500
| -3% | -$43.1K | 0.02% | 273 |
|
|
2023
Q4 | $1.31M | Buy |
16,093
+11,184
| +228% | +$908K | 0.02% | 262 |
|
|
2023
Q3 | $369K | Buy |
4,909
+1,268
| +35% | +$95.4K | 0.01% | 301 |
|
|
2023
Q2 | $307K | Sell |
3,641
-639
| -15% | -$53.8K | 0.01% | 271 |
|
|
2023
Q1 | $389K | Hold |
4,280
| – | – | 0.01% | 191 |
|
|
2022
Q4 | $418K | Sell |
4,280
-1,141
| -21% | -$111K | 0.01% | 191 |
|
|
2022
Q3 | $469K | Buy |
5,421
+765
| +16% | +$66.2K | 0.03% | 164 |
|
|
2022
Q2 | $447K | Buy |
4,656
+2,154
| +86% | +$207K | 0.03% | 165 |
|
|
2022
Q1 | $250K | Sell |
2,502
-62
| -2% | -$6.2K | 0.02% | 227 |
|
|
2021
Q4 | $228K | Buy |
2,564
+62
| +2% | +$5.51K | 0.02% | 234 |
|
|
2021
Q3 | $203K | Sell |
2,502
-16
| -0.6% | -$1.3K | 0.02% | 236 |
|
|
2021
Q2 | $213K | Sell |
2,518
-36
| -1% | -$3.05K | 0.02% | 234 |
|
|
2021
Q1 | $216K | Buy |
+2,554
| New | +$216K | 0.02% | 229 |
|
|
2020
Q1 | – | Sell |
-2,446
| Closed | -$231K | – | 197 |
|
|
2019
Q4 | $231K | Hold |
2,446
| – | – | 0.02% | 224 |
|
|
2019
Q3 | $229K | Hold |
2,446
| – | – | 0.02% | 213 |
|
|
2019
Q2 | $215K | Sell |
2,446
-555
| -18% | -$48.8K | 0.02% | 211 |
|
|
2019
Q1 | $251K | Buy |
3,001
+5
| +0.2% | +$418 | 0.03% | 199 |
|
|
2018
Q4 | $224K | Buy |
2,996
+4
| +0.1% | +$299 | 0.03% | 203 |
|
|
2018
Q3 | $212K | Buy |
2,992
+5
| +0.2% | +$354 | 0.02% | 220 |
|
|
2018
Q2 | $207K | Buy |
2,987
+1,791
| +150% | +$124K | 0.02% | 226 |
|
|
2018
Q1 | $82K | Buy |
+1,196
| New | +$82K | 0.01% | 281 |
|