Soltis Investment Advisors’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 | $6.91M | Buy |
66,576
+4,320
| +7% | +$448K | 0.54% | 45 |
|
|
2025
Q1 | $6.8M | Sell |
62,256
-97
| -0.2% | -$10.6K | 0.61% | 41 |
|
|
2024
Q4 | $5.75M | Buy |
62,353
+23,829
| +62% | +$2.2M | 0.53% | 52 |
|
|
2024
Q3 | $3.95M | Sell |
38,524
-33,469
| -46% | -$3.43M | 0.39% | 76 |
|
|
2024
Q2 | $6.32M | Buy |
71,993
+1,877
| +3% | +$165K | 0.67% | 40 |
|
|
2024
Q1 | $6.04M | Buy |
70,116
+193
| +0.3% | +$16.6K | 0.68% | 42 |
|
|
2023
Q4 | $5.68M | Buy |
69,923
+22,138
| +46% | +$1.8M | 0.64% | 47 |
|
|
2023
Q3 | $3.59M | Buy |
+47,785
| New | +$3.59M | 0.46% | 66 |
|