Southland Equity Partners’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 | $452K | Buy |
4,357
+177
| +4% | +$18.4K | 0.1% | 138 |
|
|
2025
Q1 | $457K | Buy |
4,180
+261
| +7% | +$28.5K | 0.11% | 131 |
|
|
2024
Q4 | $361K | Buy |
3,919
+210
| +6% | +$19.4K | 0.08% | 149 |
|
|
2024
Q3 | $381K | Buy |
3,709
+388
| +12% | +$39.8K | 0.09% | 147 |
|
|
2024
Q2 | $291K | Buy |
3,321
+19
| +0.6% | +$1.67K | 0.08% | 161 |
|
|
2024
Q1 | $284K | Buy |
3,302
+133
| +4% | +$11.5K | 0.08% | 170 |
|
|
2023
Q4 | $257K | Buy |
3,169
+218
| +7% | +$17.7K | 0.08% | 163 |
|
|
2023
Q3 | $222K | Buy |
2,951
+230
| +8% | +$17.3K | 0.08% | 173 |
|
|
2023
Q2 | $229K | Buy |
2,721
+51
| +2% | +$4.29K | 0.08% | 169 |
|
|
2023
Q1 | $243K | Buy |
2,670
+80
| +3% | +$7.28K | 0.1% | 159 |
|
|
2022
Q4 | $246K | Buy |
2,590
+193
| +8% | +$18.3K | 0.09% | 150 |
|
|
2022
Q3 | $207K | Buy |
2,397
+39
| +2% | +$3.37K | 0.1% | 149 |
|
|
2022
Q2 | $226K | Buy |
2,358
+107
| +5% | +$10.3K | 0.1% | 145 |
|
|
2022
Q1 | $225K | Buy |
+2,251
| New | +$225K | 0.09% | 162 |
|