Simon Quick 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 | $719K | Buy |
6,933
+1,260
| +22% | +$131K | 0.03% | 326 |
|
|
2025
Q1 | $620K | Buy |
5,673
+1,373
| +32% | +$150K | 0.04% | 255 |
|
|
2024
Q4 | $397K | Buy |
4,300
+780
| +22% | +$71.9K | 0.02% | 293 |
|
|
2024
Q3 | $361K | Buy |
+3,520
| New | +$361K | 0.02% | 280 |
|
|
2020
Q1 | – | Sell |
-89
| Closed | -$8K | – | 479 |
|
|
2019
Q4 | $8K | Buy |
89
+6
| +7% | +$539 | ﹤0.01% | 416 |
|
|
2019
Q3 | $8K | Buy |
+83
| New | +$8K | ﹤0.01% | 270 |
|
|
2019
Q2 | – | Sell |
-250
| Closed | -$21K | – | 473 |
|
|
2019
Q1 | $21K | Buy |
+250
| New | +$21K | 0.01% | 301 |
|
|
2018
Q1 | – | Sell |
-54
| Closed | -$4K | – | 308 |
|
|
2017
Q4 | $4K | Sell |
54
-3,406
| -98% | -$252K | ﹤0.01% | 373 |
|
|
2017
Q3 | $243K | Hold |
3,460
| – | – | 0.09% | 107 |
|
|
2017
Q2 | $240K | Sell |
3,460
-50
| -1% | -$3.47K | 0.14% | 60 |
|
|
2017
Q1 | $236K | Buy |
+3,510
| New | +$236K | 0.14% | 73 |
|