Smith, Moore & 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 | $792K | Buy |
7,632
+8
| +0.1% | +$830 | 0.07% | 236 |
|
|
2025
Q1 | $833K | Sell |
7,624
-301
| -4% | -$32.9K | 0.08% | 227 |
|
|
2024
Q4 | $731K | Sell |
7,925
-141
| -2% | -$13K | 0.07% | 233 |
|
|
2024
Q3 | $828K | Buy |
8,066
+8
| +0.1% | +$821 | 0.08% | 211 |
|
|
2024
Q2 | $707K | Sell |
8,058
-258
| -3% | -$22.6K | 0.07% | 218 |
|
|
2024
Q1 | $716K | Buy |
8,316
+123
| +2% | +$10.6K | 0.08% | 215 |
|
|
2023
Q4 | $665K | Buy |
8,193
+573
| +8% | +$46.5K | 0.08% | 215 |
|
|
2023
Q3 | $573K | Buy |
7,620
+12
| +0.2% | +$903 | 0.08% | 213 |
|
|
2023
Q2 | $641K | Buy |
7,608
+39
| +0.5% | +$3.28K | 0.08% | 207 |
|
|
2023
Q1 | $689K | Buy |
7,569
+172
| +2% | +$15.7K | 0.09% | 197 |
|
|
2022
Q4 | $702K | Sell |
7,397
-206
| -3% | -$19.6K | 0.1% | 193 |
|
|
2022
Q3 | $657K | Sell |
7,603
-618
| -8% | -$53.4K | 0.1% | 188 |
|
|
2022
Q2 | $789K | Buy |
8,221
+961
| +13% | +$92.2K | 0.12% | 169 |
|
|
2022
Q1 | $724K | Buy |
7,260
+1,922
| +36% | +$192K | 0.1% | 200 |
|
|
2021
Q4 | $475K | Sell |
5,338
-390
| -7% | -$34.7K | 0.07% | 244 |
|
|
2021
Q3 | $465K | Buy |
5,728
+128
| +2% | +$10.4K | 0.07% | 240 |
|
|
2021
Q2 | $474K | Buy |
5,600
+1,158
| +26% | +$98K | 0.07% | 242 |
|
|
2021
Q1 | $376K | Sell |
4,442
-671
| -13% | -$56.8K | 0.06% | 264 |
|
|
2020
Q4 | $426K | Sell |
5,113
-494
| -9% | -$41.2K | 0.08% | 219 |
|
|
2020
Q3 | $458K | Buy |
5,607
+241
| +4% | +$19.7K | 0.1% | 205 |
|
|
2020
Q2 | $427K | Buy |
5,366
+9
| +0.2% | +$716 | 0.09% | 198 |
|
|
2020
Q1 | $428K | Buy |
5,357
+714
| +15% | +$57K | 0.11% | 169 |
|
|
2019
Q4 | $439K | Sell |
4,643
-1,773
| -28% | -$168K | 0.09% | 198 |
|
|
2019
Q3 | $601K | Sell |
6,416
-134
| -2% | -$12.6K | 0.13% | 149 |
|
|
2019
Q2 | $576K | Buy |
6,550
+699
| +12% | +$61.5K | 0.13% | 155 |
|
|
2019
Q1 | $490K | Sell |
5,851
-30
| -0.5% | -$2.51K | 0.12% | 171 |
|
|
2018
Q4 | $440K | Buy |
5,881
+1
| +0% | +$75 | 0.12% | 165 |
|
|
2018
Q3 | $417K | Sell |
5,880
-136
| -2% | -$9.65K | 0.1% | 202 |
|
|
2018
Q2 | $417K | Buy |
6,016
+142
| +2% | +$9.84K | 0.1% | 184 |
|
|
2018
Q1 | $403K | Buy |
5,874
+27
| +0.5% | +$1.85K | 0.11% | 183 |
|
|
2017
Q4 | $430K | Buy |
5,847
+625
| +12% | +$46K | 0.12% | 178 |
|
|
2017
Q3 | $367K | Buy |
5,222
+332
| +7% | +$23.3K | 0.1% | 196 |
|
|
2017
Q2 | $340K | Buy |
4,890
+1,507
| +45% | +$105K | 0.11% | 175 |
|
|
2017
Q1 | $227K | Buy |
3,383
+15
| +0.4% | +$1.01K | 0.08% | 213 |
|
|
2016
Q4 | $212K | Sell |
3,368
-87
| -3% | -$5.48K | 0.08% | 210 |
|
|
2016
Q3 | $222K | Sell |
3,455
-499
| -13% | -$32.1K | 0.09% | 192 |
|
|
2016
Q2 | $277K | Buy |
+3,954
| New | +$277K | 0.11% | 162 |
|