Sonora Investment Management Group’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 | $322K | Buy |
3,099
+503
| +19% | +$52.2K | 0.02% | 216 |
|
2025
Q1 | $284K | Buy |
2,596
+207
| +9% | +$22.6K | 0.02% | 226 |
|
2024
Q4 | $220K | Buy |
2,389
+150
| +7% | +$13.8K | 0.02% | 252 |
|
2024
Q3 | $230K | Buy |
+2,239
| New | +$230K | 0.02% | 252 |
|
2023
Q3 | – | Sell |
-2,569
| Closed | -$216K | – | 266 |
|
2023
Q2 | $216K | Sell |
2,569
-548
| -18% | -$46.1K | 0.02% | 239 |
|
2023
Q1 | $284K | Buy |
3,117
+321
| +11% | +$29.2K | 0.02% | 217 |
|
2022
Q4 | $265K | Buy |
2,796
+2
| +0.1% | +$190 | 0.02% | 220 |
|
2022
Q3 | $268K | Hold |
2,794
| – | – | 0.03% | 167 |
|
2022
Q2 | $268K | Buy |
2,794
+548
| +24% | +$52.6K | 0.03% | 200 |
|
2022
Q1 | $225K | Sell |
2,246
-86
| -4% | -$8.62K | 0.03% | 190 |
|
2021
Q4 | $207K | Buy |
+2,332
| New | +$207K | 0.02% | 197 |
|