Sargent Bickham Lagudis’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $73.6K | Hold |
775
| – | – | 0.01% | 378 |
|
|
2022
Q3 | $67K | Buy |
775
+3
| +0.4% | +$259 | 0.01% | 365 |
|
|
2022
Q2 | $74K | Buy |
772
+15
| +2% | +$1.44K | 0.01% | 355 |
|
|
2022
Q1 | $76K | Hold |
757
| – | – | 0.01% | 374 |
|
|
2021
Q4 | $67K | Sell |
757
-243
| -24% | -$21.5K | 0.01% | 402 |
|
|
2021
Q3 | $81K | Hold |
1,000
| – | – | 0.01% | 362 |
|
|
2021
Q2 | $85K | Hold |
1,000
| – | – | 0.01% | 363 |
|
|
2021
Q1 | $85K | Sell |
1,000
-1,015
| -50% | -$86.3K | 0.01% | 356 |
|
|
2020
Q4 | $168K | Buy |
2,015
+1,015
| +102% | +$84.6K | 0.02% | 261 |
|
|
2020
Q3 | $82K | Hold |
1,000
| – | – | 0.01% | 318 |
|
|
2020
Q2 | $80K | Hold |
1,000
| – | – | 0.01% | 301 |
|
|
2020
Q1 | $80K | Hold |
1,000
| – | – | 0.01% | 279 |
|
|
2019
Q4 | $95K | Hold |
1,000
| – | – | 0.01% | 287 |
|
|
2019
Q3 | $94K | Sell |
1,000
-152
| -13% | -$14.3K | 0.01% | 266 |
|
|
2019
Q2 | $101K | Hold |
1,152
| – | – | 0.01% | 280 |
|
|
2019
Q1 | $96K | Hold |
1,152
| – | – | 0.01% | 296 |
|
|
2018
Q4 | $86K | Buy |
1,152
+152
| +15% | +$11.3K | 0.01% | 291 |
|
|
2018
Q3 | $71K | Hold |
1,000
| – | – | 0.01% | 313 |
|
|
2018
Q2 | $69K | Sell |
1,000
-175
| -15% | -$12.1K | 0.01% | 313 |
|
|
2018
Q1 | $81K | Buy |
1,175
+25
| +2% | +$1.72K | 0.01% | 292 |
|
|
2017
Q4 | $85K | Buy |
1,150
+350
| +44% | +$25.9K | 0.01% | 296 |
|
|
2017
Q3 | $56K | Hold |
800
| – | – | 0.01% | 353 |
|
|
2017
Q2 | $56K | Hold |
800
| – | – | 0.01% | 345 |
|
|
2017
Q1 | $54K | Hold |
800
| – | – | 0.01% | 349 |
|
|
2016
Q4 | $50K | Buy |
800
+264
| +49% | +$16.5K | 0.01% | 338 |
|
|
2016
Q3 | $34 | Buy |
536
+386
| +257% | +$24 | 0.01% | 404 |
|
|
2016
Q2 | $11K | Sell |
150
-65
| -30% | -$4.77K | ﹤0.01% | 526 |
|
|
2016
Q1 | $14K | Buy |
+215
| New | +$14K | ﹤0.01% | 517 |
|