SC&H Financial Advisors’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $394K | Buy |
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|
2025
Q1 | $413K | Buy |
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|
2024
Q4 | $204K | Hold |
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|
2024
Q3 | $227K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $247K | Hold |
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|
2023
Q2 | $277K | Hold |
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|
2023
Q1 | $299K | Hold |
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|
2022
Q4 | $312K | Sell |
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|
2022
Q3 | $312K | Sell |
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|
2022
Q2 | $384K | Buy |
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|
2022
Q1 | $213K | Sell |
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|
2021
Q4 | $210K | Buy |
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