Slocum, Gordon & Co’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 | $6.99M | Sell |
67,385
-1,775
| -3% | -$184K | 5.63% | 5 |
|
|
2025
Q1 | $7.56M | Sell |
69,160
-855
| -1% | -$93.4K | 5.63% | 6 |
|
|
2024
Q4 | $6.46M | Sell |
70,015
-1,885
| -3% | -$174K | 5.31% | 6 |
|
|
2024
Q3 | $7.38M | Sell |
71,900
-1,667
| -2% | -$171K | 2.97% | 10 |
|
|
2024
Q2 | $6.45M | Sell |
73,567
-335
| -0.5% | -$29.4K | 4.8% | 7 |
|
|
2024
Q1 | $6.36M | Sell |
73,902
-1,499
| -2% | -$129K | 4.72% | 7 |
|
|
2023
Q4 | $6.12M | Sell |
75,401
-341
| -0.5% | -$27.7K | 5.37% | 6 |
|
|
2023
Q3 | $5.7M | Sell |
75,742
-1,045
| -1% | -$78.6K | 4.96% | 6 |
|
|
2023
Q2 | $6.47M | Sell |
76,787
-1,013
| -1% | -$85.3K | 4.69% | 5 |
|
|
2023
Q1 | $7.08M | Sell |
77,800
-19,751
| -20% | -$1.8M | 5.87% | 4 |
|
|
2022
Q4 | $9.26M | Buy |
+97,551
| New | +$9.26M | 5.97% | 5 |
|