SWA
SFMG Wealth Advisors’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,802
| Closed | -$306K | – | 282 |
|
|
2025
Q1 | $306K | Buy |
2,802
+618
| +28% | +$67.5K | 0.02% | 196 |
|
|
2024
Q4 | $201K | Buy |
2,184
+34
| +2% | +$3.14K | 0.02% | 249 |
|
|
2024
Q3 | $221K | Buy |
+2,150
| New | +$221K | 0.02% | 237 |
|
|
2024
Q2 | – | Sell |
-2,811
| Closed | -$242K | – | 273 |
|
|
2024
Q1 | $242K | Buy |
2,811
+2
| +0.1% | +$172 | 0.02% | 222 |
|
|
2023
Q4 | $228K | Sell |
2,809
-62
| -2% | -$5.04K | 0.02% | 222 |
|
|
2023
Q3 | $216K | Hold |
2,871
| – | – | 0.02% | 213 |
|
|
2023
Q2 | $242K | Sell |
2,871
-301
| -9% | -$25.3K | 0.02% | 202 |
|
|
2023
Q1 | $289K | Sell |
3,172
-722
| -19% | -$65.7K | 0.03% | 182 |
|
|
2022
Q4 | $370K | Sell |
3,894
-29
| -0.7% | -$2.75K | 0.04% | 160 |
|
|
2022
Q3 | $321K | Buy |
3,923
+56
| +1% | +$4.58K | 0.04% | 164 |
|
|
2022
Q2 | $371K | Buy |
3,867
+46
| +1% | +$4.41K | 0.04% | 158 |
|
|
2022
Q1 | $381K | Buy |
3,821
+84
| +2% | +$8.38K | 0.04% | 172 |
|
|
2021
Q4 | $332K | Buy |
+3,737
| New | +$332K | 0.03% | 187 |
|
|
2016
Q2 | – | Sell |
-24,052
| Closed | -$1.6M | – | 108 |
|
|
2016
Q1 | $1.6M | Buy |
24,052
+470
| +2% | +$31.2K | 0.35% | 36 |
|
|
2015
Q4 | $1.37M | Buy |
23,582
+4,540
| +24% | +$265K | 0.31% | 40 |
|
|
2015
Q3 | $1.08M | Sell |
19,042
-120
| -0.6% | -$6.83K | 0.26% | 46 |
|
|
2015
Q2 | $1.02M | Buy |
+19,162
| New | +$1.02M | 0.23% | 49 |
|