Sandbox Financial 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 | $320K | Buy |
3,089
+1
| +0% | +$104 | 0.1% | 86 |
|
|
2025
Q1 | $337K | Buy |
3,088
+118
| +4% | +$12.9K | 0.12% | 83 |
|
|
2024
Q4 | $274K | Hold |
2,970
| – | – | 0.09% | 91 |
|
|
2024
Q3 | $305K | Hold |
2,970
| – | – | 0.11% | 82 |
|
|
2024
Q2 | $261K | Hold |
2,970
| – | – | 0.1% | 85 |
|
|
2024
Q1 | $256K | Buy |
2,970
+470
| +19% | +$40.5K | 0.11% | 85 |
|
|
2023
Q4 | $203K | Buy |
+2,500
| New | +$203K | 0.1% | 86 |
|
|
2023
Q3 | – | Sell |
-2,500
| Closed | -$211K | – | 86 |
|
|
2023
Q2 | $211K | Hold |
2,500
| – | – | 0.11% | 87 |
|
|
2023
Q1 | $227K | Hold |
2,500
| – | – | 0.14% | 81 |
|
|
2022
Q4 | $237K | Hold |
2,500
| – | – | 0.16% | 70 |
|
|
2022
Q3 | $216K | Hold |
2,500
| – | – | 0.16% | 74 |
|
|
2022
Q2 | $240K | Hold |
2,500
| – | – | 0.17% | 71 |
|
|
2022
Q1 | $249K | Hold |
2,500
| – | – | 0.14% | 77 |
|
|
2021
Q4 | $222K | Buy |
+2,500
| New | +$222K | 0.14% | 86 |
|