SevenBridge Financial Group’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 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%	-$22.6K	0.04%	202
2024 Q3	$238K	Hold	2,523	–	–	0.05%	201
2024 Q2	$248K	Buy	2,523 +200	+9%	+$17.5K	0.05%	182
2024 Q1	$206K	Buy	+2,323	New	+$189K	0.05%	193
2019 Q3	–	Sell	-1,350	Closed	-$119K	–	151
2019 Q2	$119K	Hold	1,350	–	–	0.06%	188
2019 Q1	$113K	Sell	1,350 -575	-30%	-$45.7K	0.06%	171
2018 Q4	$144K	Hold	1,925	–	–	0.09%	146
2018 Q3	$136K	Buy	+1,925	New	+$137K	0.07%	153
2016 Q3	–	Sell	-22	Closed	-$2K	–	619
2016 Q2	$2K	Buy	+22	New	+$1.44K	﹤0.01%	675