Safeguard Investment Advisory Group’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 | $256K | Buy |
2,472
+37
| +2% | +$3.84K | 0.06% | 115 |
|
|
2025
Q1 | $266K | Buy |
2,435
+21
| +0.9% | +$2.3K | 0.07% | 109 |
|
|
2024
Q4 | $223K | Buy |
2,414
+100
| +4% | +$9.22K | 0.06% | 101 |
|
|
2024
Q3 | $237K | Sell |
2,314
-3
| -0.1% | -$308 | 0.07% | 94 |
|
|
2024
Q2 | $203K | Buy |
+2,317
| New | +$203K | 0.06% | 100 |
|
|
2021
Q1 | – | Sell |
-187
| Closed | -$15K | – | 92 |
|
|
2020
Q4 | $15K | Buy |
+187
| New | +$15K | 0.01% | 342 |
|