Sheaff Brock Investment Advisors’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,104
| Closed | -$267K | – | 450 |
|
|
2024
Q1 | $267K | Sell |
3,104
-570
| -16% | -$49.1K | 0.02% | 369 |
|
|
2023
Q4 | $298K | Hold |
3,674
| – | – | 0.02% | 342 |
|
|
2023
Q3 | $276K | Hold |
3,674
| – | – | 0.03% | 342 |
|
|
2023
Q2 | $309K | Hold |
3,674
| – | – | 0.03% | 333 |
|
|
2023
Q1 | $334K | Buy |
3,674
+20
| +0.5% | +$1.82K | 0.03% | 317 |
|
|
2022
Q4 | $347K | Buy |
3,654
+75
| +2% | +$7.12K | 0.03% | 307 |
|
|
2022
Q3 | $309K | Buy |
3,579
+175
| +5% | +$15.1K | 0.03% | 317 |
|
|
2022
Q2 | $327K | Hold |
3,404
| – | – | 0.03% | 313 |
|
|
2022
Q1 | $340K | Buy |
3,404
+200
| +6% | +$20K | 0.02% | 336 |
|
|
2021
Q4 | $285K | Buy |
3,204
+22
| +0.7% | +$1.96K | 0.02% | 391 |
|
|
2021
Q3 | $259K | Sell |
3,182
-25
| -0.8% | -$2.04K | 0.02% | 410 |
|
|
2021
Q2 | $271K | Sell |
3,207
-99
| -3% | -$8.37K | 0.02% | 385 |
|
|
2021
Q1 | $280K | Buy |
3,306
+150
| +5% | +$12.7K | 0.02% | 359 |
|
|
2020
Q4 | $263K | Sell |
3,156
-610
| -16% | -$50.8K | 0.02% | 357 |
|
|
2020
Q3 | $308K | Buy |
3,766
+5
| +0.1% | +$409 | 0.03% | 297 |
|
|
2020
Q2 | $299K | Buy |
3,761
+6
| +0.2% | +$477 | 0.03% | 297 |
|
|
2020
Q1 | $300K | Sell |
3,755
-1,982
| -35% | -$158K | 0.04% | 258 |
|
|
2019
Q4 | $542K | Buy |
5,737
+17
| +0.3% | +$1.61K | 0.05% | 231 |
|
|
2019
Q3 | $536K | Buy |
5,720
+16
| +0.3% | +$1.5K | 0.06% | 232 |
|
|
2019
Q2 | $502K | Sell |
5,704
-1,983
| -26% | -$175K | 0.05% | 236 |
|
|
2019
Q1 | $644K | Buy |
7,687
+17
| +0.2% | +$1.42K | 0.08% | 206 |
|
|
2018
Q4 | $573K | Sell |
7,670
-182
| -2% | -$13.6K | 0.09% | 206 |
|
|
2018
Q3 | $557K | Sell |
7,852
-64
| -0.8% | -$4.54K | 0.05% | 243 |
|
|
2018
Q2 | $548K | Sell |
7,916
-389
| -5% | -$26.9K | 0.05% | 232 |
|
|
2018
Q1 | $570K | Sell |
8,305
-1,492
| -15% | -$102K | 0.06% | 223 |
|
|
2017
Q4 | $721K | Buy |
9,797
+17
| +0.2% | +$1.25K | 0.09% | 201 |
|
|
2017
Q3 | $687K | Buy |
9,780
+303
| +3% | +$21.3K | 0.09% | 207 |
|
|
2017
Q2 | $658K | Sell |
9,477
-1,116
| -11% | -$77.5K | 0.09% | 230 |
|
|
2017
Q1 | $711K | Buy |
10,593
+20
| +0.2% | +$1.34K | 0.09% | 216 |
|
|
2016
Q4 | $666K | Sell |
10,573
-64
| -0.6% | -$4.03K | 0.08% | 236 |
|
|
2016
Q3 | $683K | Buy |
10,637
+18
| +0.2% | +$1.16K | 0.09% | 219 |
|
|
2016
Q2 | $744K | Buy |
10,619
+75
| +0.7% | +$5.26K | 0.09% | 214 |
|
|
2016
Q1 | $700K | Buy |
10,544
+971
| +10% | +$64.5K | 0.09% | 221 |
|
|
2015
Q4 | $558K | Buy |
+9,573
| New | +$558K | 0.06% | 298 |
|