Security National Bank’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $131K | Hold |
1,267
| – | – | 0.02% | 148 |
|
|
2025
Q1 | $138K | Hold |
1,267
| – | – | 0.03% | 142 |
|
|
2024
Q4 | $117K | Hold |
1,267
| – | – | 0.02% | 150 |
|
|
2024
Q3 | $130K | Buy |
+1,267
| New | +$130K | 0.02% | 136 |
|
|
2024
Q1 | – | Sell |
-210
| Closed | -$17.1K | – | 278 |
|
|
2023
Q4 | $17.1K | Buy |
+210
| New | +$17.1K | ﹤0.01% | 240 |
|