Sarah T. Connolly’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,280
| Closed | -$397K | – | 10 |
|
|
2023
Q3 | $397K | Sell |
5,280
-500
| -9% | -$37.6K | 0.26% | 71 |
|
|
2023
Q2 | $487K | Hold |
5,780
| – | – | 0.29% | 71 |
|
|
2023
Q1 | $526K | Hold |
5,780
| – | – | 0.33% | 70 |
|
|
2022
Q4 | $549K | Hold |
5,780
| – | – | 0.37% | 69 |
|
|
2022
Q3 | $500K | Hold |
5,780
| – | – | 0.37% | 70 |
|
|
2022
Q2 | $555K | Hold |
5,780
| – | – | 0.38% | 67 |
|
|
2022
Q1 | $577K | Hold |
5,780
| – | – | 0.34% | 69 |
|
|
2021
Q4 | $514K | Hold |
5,780
| – | – | 0.29% | 71 |
|
|
2021
Q3 | $469K | Hold |
5,780
| – | – | 0.39% | 70 |
|
|
2021
Q2 | $489K | Hold |
5,780
| – | – | 0.4% | 68 |
|
|
2021
Q1 | $490K | Hold |
5,780
| – | – | 0.44% | 67 |
|
|
2020
Q4 | $481K | Buy |
+5,780
| New | +$481K | 0.44% | 65 |
|