Secure Asset Management’s American Electric Power AEP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$753K Buy
7,255
+668
+10% +$69.3K 0.14% 152
2025
Q1
$720K Sell
6,587
-17,329
-72% -$1.89M 0.14% 139
2024
Q4
$2.21M Buy
23,916
+4,370
+22% +$403K 0.33% 71
2024
Q3
$2.01M Buy
19,546
+2,178
+13% +$223K 0.34% 64
2024
Q2
$1.52M Buy
17,368
+715
+4% +$62.7K 0.29% 83
2024
Q1
$1.43M Buy
16,653
+455
+3% +$39.2K 0.34% 74
2023
Q4
$1.32M Buy
16,198
+254
+2% +$20.6K 0.35% 66
2023
Q3
$1.2M Sell
15,944
-3,907
-20% -$294K 0.36% 64
2023
Q2
$1.67M Buy
19,851
+1,214
+7% +$102K 0.51% 53
2023
Q1
$1.7M Buy
18,637
+1,802
+11% +$164K 0.57% 50
2022
Q4
$1.6M Buy
16,835
+11,211
+199% +$1.06M 0.57% 47
2022
Q3
$486K Buy
5,624
+1,248
+29% +$108K 0.27% 73
2022
Q2
$420K Buy
+4,376
New +$420K 0.23% 86