Schechter Investment Advisors’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $584K | Sell |
5,344
-82
| -2% | -$8.96K | 0.05% | 332 |
|
|
2024
Q4 | $500K | Sell |
5,426
-293
| -5% | -$27K | 0.04% | 385 |
|
|
2024
Q3 | $587K | Sell |
5,719
-25
| -0.4% | -$2.57K | 0.04% | 368 |
|
|
2024
Q2 | $504K | Buy |
5,744
+189
| +3% | +$16.6K | 0.04% | 371 |
|
|
2024
Q1 | $478K | Buy |
5,555
+283
| +5% | +$24.4K | 0.04% | 382 |
|
|
2023
Q4 | $428K | Sell |
5,272
-1
| -0% | -$81 | 0.04% | 386 |
|
|
2023
Q3 | $397K | Buy |
5,273
+346
| +7% | +$26K | 0.04% | 390 |
|
|
2023
Q2 | $415K | Sell |
4,927
-1,071
| -18% | -$90.2K | 0.04% | 419 |
|
|
2023
Q1 | $546K | Buy |
5,998
+591
| +11% | +$53.8K | 0.05% | 388 |
|
|
2022
Q4 | $513K | Buy |
5,407
+49
| +0.9% | +$4.65K | 0.05% | 496 |
|
|
2022
Q3 | $464K | Buy |
5,358
+573
| +12% | +$49.6K | 0.05% | 540 |
|
|
2022
Q2 | $459K | Buy |
4,785
+468
| +11% | +$44.9K | 0.04% | 557 |
|
|
2022
Q1 | $431K | Buy |
4,317
+737
| +21% | +$73.6K | 0.04% | 576 |
|
|
2021
Q4 | $318K | Buy |
+3,580
| New | +$318K | 0.03% | 657 |
|