Sequoia 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
Q3 | $12M | Buy |
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|
2025
Q2 | $10.6M | Buy |
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|
2025
Q1 | $10.1M | Sell |
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|
2024
Q4 | $9.08M | Sell |
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|
2024
Q3 | $10.6M | Buy |
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|
2024
Q2 | $8.54M | Sell |
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|
2024
Q1 | $9.43M | Sell |
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|
2023
Q4 | $9.32M | Buy |
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|
2023
Q3 | $1.7M | Buy |
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|
2023
Q2 | $1.79M | Buy |
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|
2023
Q1 | $1.73M | Buy |
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|
2022
Q4 | $1.79M | Buy |
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|
2022
Q3 | $1.14M | Sell |
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|
2022
Q2 | $1.35M | Buy |
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|
2022
Q1 | $1.39M | Sell |
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|
2021
Q4 | $1.45M | Buy |
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|
2021
Q3 | $288K | Sell |
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|
2021
Q2 | $990K | Buy |
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|
2021
Q1 | $603K | Buy |
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|
2020
Q4 | $578K | Buy |
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|
2020
Q3 | $521K | Sell |
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|
2020
Q2 | $561K | Buy |
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|
2020
Q1 | $557K | Buy |
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|
2019
Q4 | $589K | Sell |
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|
2019
Q3 | $729K | Sell |
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|
2019
Q2 | $730K | Sell |
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|
2019
Q1 | $728K | Buy |
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|
2018
Q4 | $502K | Buy |
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|
2018
Q3 | $473K | Sell |
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|
2018
Q2 | $498K | Sell |
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|
2018
Q1 | $559K | Buy |
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|
2017
Q4 | $535K | Buy |
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|
2017
Q3 | $444K | Buy |
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|
2017
Q2 | $437K | Buy |
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|
2017
Q1 | $421K | Hold |
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|
2016
Q4 | $395K | Buy |
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