SFMG Wealth 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 Q2	–	Sell	-2,802	Closed	-$306K	–	282
2025 Q1	$306K	Buy	2,802 +618	+28%	+$62.6K	0.02%	196
2024 Q4	$201K	Buy	2,184 +34	+2%	+$3.29K	0.02%	249
2024 Q3	$221K	Buy	+2,150	New	+$210K	0.02%	237
2024 Q2	–	Sell	-2,811	Closed	-$242K	–	273
2024 Q1	$242K	Buy	2,811 +2	+0.1%	+$163	0.02%	222
2023 Q4	$228K	Sell	2,809 -62	-2%	-$4.81K	0.02%	222
2023 Q3	$216K	Hold	2,871	–	–	0.02%	213
2023 Q2	$242K	Sell	2,871 -301	-9%	-$26.6K	0.02%	202
2023 Q1	$289K	Sell	3,172 -722	-19%	-$66K	0.03%	182
2022 Q4	$370K	Sell	3,894 -29	-0.7%	-$2.64K	0.04%	160
2022 Q3	$321K	Buy	3,923 +56	+1%	+$5.54K	0.04%	164
2022 Q2	$371K	Buy	3,867 +46	+1%	+$4.56K	0.04%	159
2022 Q1	$381K	Buy	3,821 +84	+2%	+$7.67K	0.04%	172
2021 Q4	$332K	Buy	+3,737	New	+$315K	0.03%	188
2016 Q2	–	Sell	-24,052	Closed	-$1.6M	–	108
2016 Q1	$1.6M	Buy	24,052 +470	+2%	+$29.1K	0.35%	36
2015 Q4	$1.37M	Buy	23,582 +4,540	+24%	+$257K	0.31%	40
2015 Q3	$1.08M	Sell	19,042 -120	-0.6%	-$6.66K	0.26%	46
2015 Q2	$1.01M	Buy	+19,162	New	+$1.06M	0.23%	49