Smith Salley Wealth Management’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
Q3 | $3.28M | Sell |
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|
2025
Q2 | $3.02M | Buy |
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|
2025
Q1 | $3.09M | Buy |
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|
2024
Q4 | $2.47M | Buy |
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|
2024
Q3 | $2.75M | Buy |
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|
2024
Q2 | $2.28M | Buy |
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|
2024
Q1 | $2.23M | Sell |
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|
2023
Q4 | $2.34M | Sell |
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|
2023
Q3 | $2.3M | Sell |
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|
2023
Q2 | $2.63M | Buy |
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|
2023
Q1 | $2.84M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $240K | Hold |
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|
2019
Q3 | $237K | Hold |
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|
2019
Q2 | $223K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $449K | Sell |
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|
2018
Q2 | $456K | Sell |
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|
2018
Q1 | $454K | Hold |
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|
2017
Q4 | $487K | Hold |
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|
2017
Q3 | $465K | Sell |
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|
2017
Q2 | $460K | Buy |
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|
2017
Q1 | $444K | Sell |
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|
2016
Q4 | $429K | Hold |
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|
2016
Q3 | $437K | Sell |
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|
2016
Q2 | $499K | Sell |
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|
2016
Q1 | $477K | Hold |
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|
2015
Q4 | $419K | Sell |
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|
2015
Q3 | $418K | Hold |
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|
2015
Q2 | $389K | Sell |
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|
2015
Q1 | $452K | Buy |
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|
2014
Q4 | $402K | Sell |
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|
2014
Q3 | $412K | Buy |
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