SVWAG
Sound View Wealth Advisors Group’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.39M | Buy |
23,072
+1,301
| +6% | +$135K | 0.18% | 115 |
|
|
2025
Q1 | $2.38M | Buy |
21,771
+381
| +2% | +$41.6K | 0.2% | 108 |
|
|
2024
Q4 | $1.97M | Buy |
21,390
+34
| +0.2% | +$3.14K | 0.16% | 121 |
|
|
2024
Q3 | $2.19M | Buy |
21,356
+1,390
| +7% | +$143K | 0.18% | 119 |
|
|
2024
Q2 | $1.75M | Sell |
19,966
-318
| -2% | -$27.9K | 0.18% | 119 |
|
|
2024
Q1 | $1.75M | Sell |
20,284
-1,090
| -5% | -$93.9K | 0.19% | 121 |
|
|
2023
Q4 | $1.74M | Buy |
21,374
+785
| +4% | +$63.8K | 0.19% | 117 |
|
|
2023
Q3 | $1.55M | Buy |
20,589
+85
| +0.4% | +$6.39K | 0.19% | 108 |
|
|
2023
Q2 | $1.73M | Sell |
20,504
-162
| -0.8% | -$13.6K | 0.23% | 97 |
|
|
2023
Q1 | $1.88M | Sell |
20,666
-708
| -3% | -$64.4K | 0.26% | 90 |
|
|
2022
Q4 | $1.74M | Buy |
21,374
+2,183
| +11% | +$177K | 0.19% | 117 |
|
|
2022
Q3 | $1.66M | Sell |
19,191
-401
| -2% | -$34.7K | 0.37% | 67 |
|
|
2022
Q2 | $1.88M | Buy |
19,592
+96
| +0.5% | +$9.21K | 0.39% | 68 |
|
|
2022
Q1 | $1.95M | Buy |
19,496
+36
| +0.2% | +$3.59K | 0.37% | 65 |
|
|
2021
Q4 | $1.73M | Buy |
19,460
+443
| +2% | +$39.4K | 0.33% | 74 |
|
|
2021
Q3 | $1.54M | Sell |
19,017
-140
| -0.7% | -$11.4K | 0.32% | 83 |
|
|
2021
Q2 | $1.62M | Sell |
19,157
-750
| -4% | -$63.5K | 0.34% | 79 |
|
|
2021
Q1 | $1.69M | Sell |
19,907
-169
| -0.8% | -$14.3K | 0.39% | 72 |
|
|
2020
Q4 | $1.67M | Sell |
20,076
-1,955
| -9% | -$163K | 0.41% | 65 |
|
|
2020
Q3 | $1.8M | Sell |
22,031
-988
| -4% | -$80.8K | 0.47% | 56 |
|
|
2020
Q2 | $1.83M | Sell |
23,019
-1,227
| -5% | -$97.7K | 0.52% | 55 |
|
|
2020
Q1 | $1.94M | Sell |
24,246
-1,022
| -4% | -$81.7K | 0.67% | 46 |
|
|
2019
Q4 | $2.39M | Sell |
25,268
-438
| -2% | -$41.4K | 0.67% | 48 |
|
|
2019
Q3 | $2.41M | Sell |
25,706
-389
| -1% | -$36.4K | 0.72% | 44 |
|
|
2019
Q2 | $2.3M | Buy |
+26,095
| New | +$2.3M | 0.68% | 46 |
|