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 |
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|
2025
Q1 | $306K | Buy |
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|
2024
Q4 | $201K | Buy |
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|
2024
Q3 | $221K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $242K | Buy |
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|
2023
Q4 | $228K | Sell |
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|
2023
Q3 | $216K | Hold |
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|
2023
Q2 | $242K | Sell |
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|
2023
Q1 | $289K | Sell |
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|
2022
Q4 | $370K | Sell |
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|
2022
Q3 | $321K | Buy |
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|
2022
Q2 | $371K | Buy |
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|
2022
Q1 | $381K | Buy |
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|
2021
Q4 | $332K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $1.6M | Buy |
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|
2015
Q4 | $1.37M | Buy |
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|
2015
Q3 | $1.08M | Sell |
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|
2015
Q2 | $1.01M | Buy |
|