Smith Salley Wealth Management’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 | $3.02M | Buy |
29,148
+888
| +3% | +$92.1K | 0.18% | 83 |
|
|
2025
Q1 | $3.09M | Buy |
28,260
+1,455
| +5% | +$159K | 0.2% | 80 |
|
|
2024
Q4 | $2.47M | Buy |
26,805
+43
| +0.2% | +$3.97K | 0.16% | 91 |
|
|
2024
Q3 | $2.75M | Buy |
26,762
+772
| +3% | +$79.2K | 0.18% | 85 |
|
|
2024
Q2 | $2.28M | Buy |
25,990
+142
| +0.5% | +$12.5K | 0.16% | 85 |
|
|
2024
Q1 | $2.23M | Sell |
25,848
-2,916
| -10% | -$251K | 0.17% | 91 |
|
|
2023
Q4 | $2.34M | Sell |
28,764
-1,852
| -6% | -$150K | 0.15% | 100 |
|
|
2023
Q3 | $2.3M | Sell |
30,616
-588
| -2% | -$44.2K | 0.17% | 95 |
|
|
2023
Q2 | $2.63M | Buy |
31,204
+21
| +0.1% | +$1.77K | 0.19% | 84 |
|
|
2023
Q1 | $2.84M | Buy |
+31,183
| New | +$2.84M | 0.23% | 85 |
|
|
2020
Q1 | – | Sell |
-2,535
| Closed | -$240K | – | 179 |
|
|
2019
Q4 | $240K | Hold |
2,535
| – | – | 0.03% | 181 |
|
|
2019
Q3 | $237K | Hold |
2,535
| – | – | 0.03% | 173 |
|
|
2019
Q2 | $223K | Buy |
+2,535
| New | +$223K | 0.03% | 175 |
|
|
2018
Q4 | – | Sell |
-6,326
| Closed | -$449K | – | 171 |
|
|
2018
Q3 | $449K | Sell |
6,326
-256
| -4% | -$18.2K | 0.07% | 125 |
|
|
2018
Q2 | $456K | Sell |
6,582
-35
| -0.5% | -$2.43K | 0.08% | 121 |
|
|
2018
Q1 | $454K | Hold |
6,617
| – | – | 0.08% | 117 |
|
|
2017
Q4 | $487K | Hold |
6,617
| – | – | 0.09% | 120 |
|
|
2017
Q3 | $465K | Sell |
6,617
-13
| -0.2% | -$914 | 0.09% | 118 |
|
|
2017
Q2 | $460K | Buy |
6,630
+13
| +0.2% | +$902 | 0.09% | 116 |
|
|
2017
Q1 | $444K | Sell |
6,617
-200
| -3% | -$13.4K | 0.09% | 117 |
|
|
2016
Q4 | $429K | Hold |
6,817
| – | – | 0.09% | 117 |
|
|
2016
Q3 | $437K | Sell |
6,817
-309
| -4% | -$19.8K | 0.1% | 115 |
|
|
2016
Q2 | $499K | Sell |
7,126
-65
| -0.9% | -$4.55K | 0.12% | 114 |
|
|
2016
Q1 | $477K | Hold |
7,191
| – | – | 0.12% | 112 |
|
|
2015
Q4 | $419K | Sell |
7,191
-150
| -2% | -$8.74K | 0.1% | 122 |
|
|
2015
Q3 | $418K | Hold |
7,341
| – | – | 0.11% | 119 |
|
|
2015
Q2 | $389K | Sell |
7,341
-700
| -9% | -$37.1K | 0.1% | 123 |
|
|
2015
Q1 | $452K | Buy |
8,041
+1,426
| +22% | +$80.2K | 0.12% | 122 |
|
|
2014
Q4 | $402K | Sell |
6,615
-1,271
| -16% | -$77.2K | 0.1% | 129 |
|
|
2014
Q3 | $412K | Buy |
+7,886
| New | +$412K | 0.11% | 139 |
|