SevenBridge Financial Group’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 | – | Sell |
-2,189
| Closed | -$221K | – | 219 |
|
|
2025
Q1 | $221K | Sell |
2,189
-100
| -4% | -$10.1K | 0.04% | 208 |
|
|
2024
Q4 | $233K | Sell |
2,289
-234
| -9% | -$23.8K | 0.04% | 202 |
|
|
2024
Q3 | $238K | Hold |
2,523
| – | – | 0.05% | 201 |
|
|
2024
Q2 | $248K | Buy |
2,523
+200
| +9% | +$19.7K | 0.05% | 182 |
|
|
2024
Q1 | $206K | Buy |
+2,323
| New | +$206K | 0.05% | 192 |
|
|
2019
Q3 | – | Sell |
-1,350
| Closed | -$119K | – | 150 |
|
|
2019
Q2 | $119K | Hold |
1,350
| – | – | 0.04% | 175 |
|
|
2019
Q1 | $113K | Sell |
1,350
-575
| -30% | -$48.1K | 0.04% | 158 |
|
|
2018
Q4 | $144K | Hold |
1,925
| – | – | 0.09% | 146 |
|
|
2018
Q3 | $136K | Buy |
+1,925
| New | +$136K | 0.07% | 153 |
|
|
2016
Q3 | – | Sell |
-22
| Closed | -$2K | – | 606 |
|
|
2016
Q2 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 669 |
|