Sequoia Financial Advisors’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 | $10.6M | Buy |
101,932
+9,185
| +10% | +$953K | 0.07% | 184 |
|
|
2025
Q1 | $10.1M | Sell |
92,747
-5,661
| -6% | -$619K | 0.08% | 188 |
|
|
2024
Q4 | $9.08M | Sell |
98,408
-4,688
| -5% | -$432K | 0.09% | 182 |
|
|
2024
Q3 | $10.6M | Buy |
103,096
+5,717
| +6% | +$587K | 0.11% | 146 |
|
|
2024
Q2 | $8.54M | Sell |
97,379
-12,142
| -11% | -$1.07M | 0.1% | 145 |
|
|
2024
Q1 | $9.43M | Sell |
109,521
-5,286
| -5% | -$455K | 0.12% | 143 |
|
|
2023
Q4 | $9.32M | Buy |
114,807
+92,213
| +408% | +$7.49M | 0.12% | 158 |
|
|
2023
Q3 | $1.7M | Buy |
22,594
+1,357
| +6% | +$102K | 0.03% | 248 |
|
|
2023
Q2 | $1.79M | Buy |
21,237
+2,248
| +12% | +$189K | 0.03% | 257 |
|
|
2023
Q1 | $1.73M | Buy |
18,989
+171
| +0.9% | +$15.6K | 0.04% | 235 |
|
|
2022
Q4 | $1.79M | Buy |
18,818
+5,634
| +43% | +$535K | 0.04% | 211 |
|
|
2022
Q3 | $1.14M | Sell |
13,184
-895
| -6% | -$77.4K | 0.04% | 206 |
|
|
2022
Q2 | $1.35M | Buy |
14,079
+109
| +0.8% | +$10.5K | 0.04% | 206 |
|
|
2022
Q1 | $1.39M | Sell |
13,970
-2,330
| -14% | -$233K | 0.03% | 220 |
|
|
2021
Q4 | $1.45M | Buy |
16,300
+12,757
| +360% | +$1.13M | 0.04% | 211 |
|
|
2021
Q3 | $288K | Sell |
3,543
-8,157
| -70% | -$663K | 0.03% | 208 |
|
|
2021
Q2 | $990K | Buy |
11,700
+4,578
| +64% | +$387K | 0.04% | 204 |
|
|
2021
Q1 | $603K | Buy |
7,122
+180
| +3% | +$15.2K | 0.03% | 232 |
|
|
2020
Q4 | $578K | Buy |
6,942
+562
| +9% | +$46.8K | 0.03% | 232 |
|
|
2020
Q3 | $521K | Sell |
6,380
-663
| -9% | -$54.1K | 0.03% | 221 |
|
|
2020
Q2 | $561K | Buy |
7,043
+81
| +1% | +$6.45K | 0.03% | 204 |
|
|
2020
Q1 | $557K | Buy |
6,962
+734
| +12% | +$58.7K | 0.04% | 181 |
|
|
2019
Q4 | $589K | Sell |
6,228
-1,555
| -20% | -$147K | 0.04% | 199 |
|
|
2019
Q3 | $729K | Sell |
7,783
-509
| -6% | -$47.7K | 0.05% | 156 |
|
|
2019
Q2 | $730K | Sell |
8,292
-398
| -5% | -$35K | 0.05% | 151 |
|
|
2019
Q1 | $728K | Buy |
8,690
+1,968
| +29% | +$165K | 0.06% | 148 |
|
|
2018
Q4 | $502K | Buy |
6,722
+53
| +0.8% | +$3.96K | 0.06% | 145 |
|
|
2018
Q3 | $473K | Sell |
6,669
-520
| -7% | -$36.9K | 0.05% | 165 |
|
|
2018
Q2 | $498K | Sell |
7,189
-960
| -12% | -$66.5K | 0.05% | 158 |
|
|
2018
Q1 | $559K | Buy |
8,149
+871
| +12% | +$59.7K | 0.06% | 152 |
|
|
2017
Q4 | $535K | Buy |
7,278
+955
| +15% | +$70.2K | 0.06% | 158 |
|
|
2017
Q3 | $444K | Buy |
6,323
+37
| +0.6% | +$2.6K | 0.05% | 164 |
|
|
2017
Q2 | $437K | Buy |
6,286
+17
| +0.3% | +$1.18K | 0.05% | 160 |
|
|
2017
Q1 | $421K | Hold |
6,269
| – | – | 0.05% | 156 |
|
|
2016
Q4 | $395K | Buy |
+6,269
| New | +$395K | 0.06% | 163 |
|