Silver Oak Securities’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 | $297K | Buy |
2,860
+806
| +39% | +$83.6K | 0.02% | 540 |
|
|
2025
Q1 | $220K | Buy |
2,054
+438
| +27% | +$46.8K | 0.02% | 573 |
|
|
2024
Q4 | $149K | Sell |
1,616
-72
| -4% | -$6.63K | 0.01% | 604 |
|
|
2024
Q3 | $172K | Sell |
1,688
-396
| -19% | -$40.3K | 0.02% | 504 |
|
|
2024
Q2 | $183K | Sell |
2,084
-31
| -1% | -$2.72K | 0.03% | 391 |
|
|
2024
Q1 | $182K | Sell |
2,115
-429
| -17% | -$36.9K | 0.03% | 387 |
|
|
2023
Q4 | $207K | Buy |
2,544
+389
| +18% | +$31.6K | 0.03% | 458 |
|
|
2023
Q3 | $162K | Buy |
+2,155
| New | +$162K | 0.04% | 318 |
|
|
2022
Q4 | – | Sell |
-2,155
| Closed | -$162K | – | 307 |
|
|
2022
Q3 | $162K | Buy |
+2,155
| New | +$162K | 0.04% | 318 |
|