Silver Oak Advisory Group’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,499
| Closed | -$227K | – | 56 |
|
|
2023
Q1 | $227K | Hold |
2,499
| – | – | 0.15% | 53 |
|
|
2022
Q4 | $237K | Hold |
2,499
| – | – | 0.17% | 48 |
|
|
2022
Q3 | $216K | Hold |
2,499
| – | – | 0.16% | 49 |
|
|
2022
Q2 | $240K | Sell |
2,499
-146
| -6% | -$14K | 0.17% | 47 |
|
|
2022
Q1 | $264K | Hold |
2,645
| – | – | 0.17% | 47 |
|
|
2021
Q4 | $235K | Buy |
+2,645
| New | +$235K | 0.15% | 56 |
|