SageView Advisory Group’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
Q3
$701K Buy
2025
Q2
$635K Buy
2025
Q1
$628K Sell
2024
Q4
$574K Sell
2024
Q3
$685K Sell
2024
Q2
$660K Sell
2024
Q1
$943K Sell
2023
Q4
$1.05M Sell
2023
Q3
$1.09M Sell
2023
Q2
$1.48M Buy
2023
Q1
$1.53M Buy
2022
Q4
$292K Buy