SHFA
SC&H Financial Advisors’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $394K | Buy |
3,797
+14
| +0.4% | +$1.45K | 0.07% | 99 |
|
|
2025
Q1 | $413K | Buy |
3,783
+1,575
| +71% | +$172K | 0.08% | 98 |
|
|
2024
Q4 | $204K | Hold |
2,208
| – | – | 0.04% | 145 |
|
|
2024
Q3 | $227K | Buy |
+2,208
| New | +$227K | 0.05% | 142 |
|
|
2023
Q4 | – | Sell |
-3,287
| Closed | -$247K | – | 139 |
|
|
2023
Q3 | $247K | Hold |
3,287
| – | – | 0.08% | 119 |
|
|
2023
Q2 | $277K | Hold |
3,287
| – | – | 0.09% | 115 |
|
|
2023
Q1 | $299K | Hold |
3,287
| – | – | 0.11% | 110 |
|
|
2022
Q4 | $312K | Sell |
3,287
-320
| -9% | -$30.4K | 0.13% | 107 |
|
|
2022
Q3 | $312K | Sell |
3,607
-400
| -10% | -$34.6K | 0.16% | 99 |
|
|
2022
Q2 | $384K | Buy |
4,007
+1,870
| +88% | +$179K | 0.18% | 96 |
|
|
2022
Q1 | $213K | Sell |
2,137
-220
| -9% | -$21.9K | 0.1% | 142 |
|
|
2021
Q4 | $210K | Buy |
+2,357
| New | +$210K | 0.12% | 150 |
|