SAG
SageView Advisory Group’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $635K | Buy |
5,885
+136
| +2% | +$14.7K | 0.02% | 324 |
|
|
2025
Q1 | $628K | Sell |
5,749
-470
| -8% | -$51.4K | 0.03% | 298 |
|
|
2024
Q4 | $574K | Sell |
6,219
-455
| -7% | -$42K | 0.02% | 317 |
|
|
2024
Q3 | $685K | Sell |
6,674
-851
| -11% | -$87.3K | 0.03% | 251 |
|
|
2024
Q2 | $660K | Sell |
7,525
-3,426
| -31% | -$301K | 0.03% | 290 |
|
|
2024
Q1 | $943K | Sell |
10,951
-2,445
| -18% | -$211K | 0.05% | 208 |
|
|
2023
Q4 | $1.05M | Sell |
13,396
-1,131
| -8% | -$88.7K | 0.05% | 242 |
|
|
2023
Q3 | $1.09M | Sell |
14,527
-3,022
| -17% | -$227K | 0.06% | 199 |
|
|
2023
Q2 | $1.48M | Buy |
17,549
+713
| +4% | +$60K | 0.08% | 161 |
|
|
2023
Q1 | $1.53M | Buy |
16,836
+13,765
| +448% | +$1.25M | 0.1% | 138 |
|
|
2022
Q4 | $292K | Buy |
+3,071
| New | +$292K | 0.02% | 328 |
|