SOA Wealth Advisors’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65.3K | Sell |
629
-186
| -23% | -$19.3K | 0.01% | 322 |
|
|
2025
Q1 | $89K | Buy |
815
+2
| +0.2% | +$218 | 0.02% | 273 |
|
|
2024
Q4 | $75K | Buy |
813
+1
| +0.1% | +$92 | 0.01% | 282 |
|
|
2024
Q3 | $83.3K | Buy |
812
+2
| +0.2% | +$205 | 0.02% | 264 |
|
|
2024
Q2 | $71.1K | Sell |
810
-346
| -30% | -$30.4K | 0.01% | 275 |
|
|
2024
Q1 | $99.5K | Sell |
1,156
-11
| -0.9% | -$947 | 0.02% | 246 |
|
|
2023
Q4 | $94.8K | Buy |
1,167
+1
| +0.1% | +$81 | 0.02% | 241 |
|
|
2023
Q3 | $87.7K | Buy |
1,166
+644
| +123% | +$48.4K | 0.02% | 241 |
|
|
2023
Q2 | $43.9K | Buy |
522
+2
| +0.4% | +$168 | 0.01% | 309 |
|
|
2023
Q1 | $47.4K | Buy |
520
+1
| +0.2% | +$91 | 0.01% | 291 |
|
|
2022
Q4 | $49.3K | Buy |
519
+2
| +0.4% | +$190 | 0.01% | 281 |
|
|
2022
Q3 | $44K | Buy |
517
+1
| +0.2% | +$85 | 0.01% | 281 |
|
|
2022
Q2 | $49K | Sell |
516
-10
| -2% | -$950 | 0.01% | 267 |
|
|
2022
Q1 | $52K | Buy |
526
+1
| +0.2% | +$99 | 0.01% | 307 |
|
|
2021
Q4 | $46K | Buy |
525
+2
| +0.4% | +$175 | 0.01% | 304 |
|
|
2021
Q3 | $42K | Buy |
523
+74
| +16% | +$5.94K | 0.01% | 327 |
|
|
2021
Q2 | $38K | Buy |
449
+2
| +0.4% | +$169 | 0.01% | 346 |
|
|
2021
Q1 | $37K | Buy |
447
+1
| +0.2% | +$83 | 0.01% | 303 |
|
|
2020
Q4 | $35K | Buy |
+446
| New | +$35K | 0.01% | 309 |
|