Simon Quick Advisors’s American Electric Power AEP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-5,673	Closed	-$620K	–	366
2025 Q1	$620K	Buy	5,673 +1,373	+32%	+$139K	0.04%	255
2024 Q4	$397K	Buy	4,300 +780	+22%	+$75.5K	0.02%	293
2024 Q3	$361K	Buy	+3,520	New	+$344K	0.02%	280
2020 Q1	–	Sell	-89	Closed	-$8K	–	479
2019 Q4	$8K	Buy	89 +6	+7%	+$554	﹤0.01%	416
2019 Q3	$8K	Buy	+83	New	+$7.54K	﹤0.01%	270
2019 Q2	–	Sell	-250	Closed	-$21K	–	473
2019 Q1	$21K	Buy	+250	New	+$19.9K	0.01%	301
2018 Q1	–	Sell	-54	Closed	-$4K	–	308
2017 Q4	$4K	Sell	54 -3,406	-98%	-$254K	﹤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	+$227K	0.14%	73