Sierra Summit 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $754K | Sell |
7,262
-141
| -2% | -$14.6K | 0.13% | 110 |
|
|
2025
Q1 | $809K | Sell |
7,403
-4
| -0.1% | -$437 | 0.18% | 83 |
|
|
2024
Q4 | $683K | Buy |
7,407
+749
| +11% | +$69.1K | 0.14% | 85 |
|
|
2024
Q3 | $683K | Buy |
6,658
+1,740
| +35% | +$179K | 0.16% | 83 |
|
|
2024
Q2 | $432K | Buy |
4,918
+755
| +18% | +$66.2K | 0.11% | 104 |
|
|
2024
Q1 | $358K | Sell |
4,163
-1,688
| -29% | -$145K | 0.1% | 114 |
|
|
2023
Q4 | $475K | Buy |
+5,851
| New | +$475K | 0.14% | 88 |
|