Shepherd Financial Partners’s American Electric Power AEP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$209K	Hold	2,015	–	–	0.02%	233
2025 Q1	$220K	Buy	+2,015	New	+$220K	0.03%	222
2024 Q4	–	Sell	-2,015	Closed	-$207K	–	221
2024 Q3	$207K	Buy	+2,015	New	+$207K	0.02%	210