SDAM
Shulman DeMeo Asset Management’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $570K | Sell |
5,494
-135
| -2% | -$14K | 0.14% | 58 |
|
|
2025
Q1 | $615K | Buy |
5,629
+24
| +0.4% | +$2.62K | 0.17% | 49 |
|
|
2024
Q4 | $517K | Sell |
5,605
-21
| -0.4% | -$1.94K | 0.14% | 59 |
|
|
2024
Q3 | $577K | Buy |
5,626
+11
| +0.2% | +$1.13K | 0.14% | 57 |
|
|
2024
Q2 | $493K | Buy |
5,615
+66
| +1% | +$5.79K | 0.13% | 62 |
|
|
2024
Q1 | $478K | Buy |
5,549
+12
| +0.2% | +$1.03K | 0.13% | 70 |
|
|
2023
Q4 | $450K | Buy |
5,537
+168
| +3% | +$13.6K | 0.13% | 70 |
|
|
2023
Q3 | $404K | Sell |
5,369
-4
| -0.1% | -$301 | 0.13% | 71 |
|
|
2023
Q2 | $452K | Buy |
5,373
+69
| +1% | +$5.81K | 0.14% | 64 |
|
|
2023
Q1 | $483K | Buy |
5,304
+13
| +0.2% | +$1.18K | 0.15% | 61 |
|
|
2022
Q4 | $502K | Sell |
5,291
-8
| -0.2% | -$760 | 0.17% | 59 |
|
|
2022
Q3 | $458K | Sell |
5,299
-107
| -2% | -$9.25K | 0.16% | 57 |
|
|
2022
Q2 | $519K | Buy |
5,406
+35
| +0.7% | +$3.36K | 0.17% | 56 |
|
|
2022
Q1 | $536K | Buy |
5,371
+420
| +8% | +$41.9K | 0.15% | 66 |
|
|
2021
Q4 | $440K | Buy |
4,951
+493
| +11% | +$43.8K | 0.11% | 82 |
|
|
2021
Q3 | $362K | Buy |
+4,458
| New | +$362K | 0.31% | 52 |
|
|
2021
Q2 | – | Sell |
-4,001
| Closed | -$339K | – | 65 |
|
|
2021
Q1 | $339K | Buy |
+4,001
| New | +$339K | 0.09% | 101 |
|