SFG
Sovereign Financial Group’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $735K | Buy |
7,086
+1,125
| +19% | +$117K | 0.15% | 125 |
|
|
2025
Q1 | $651K | Buy |
5,961
+1,592
| +36% | +$174K | 0.15% | 130 |
|
|
2024
Q4 | $403K | Buy |
4,369
+468
| +12% | +$43.2K | 0.09% | 198 |
|
|
2024
Q3 | $400K | Sell |
3,901
-10
| -0.3% | -$1.03K | 0.09% | 191 |
|
|
2024
Q2 | $343K | Buy |
3,911
+28
| +0.7% | +$2.46K | 0.09% | 198 |
|
|
2024
Q1 | $334K | Buy |
3,883
+19
| +0.5% | +$1.64K | 0.09% | 201 |
|
|
2023
Q4 | $314K | Sell |
3,864
-205
| -5% | -$16.7K | 0.1% | 185 |
|
|
2023
Q3 | $306K | Buy |
4,069
+18
| +0.4% | +$1.35K | 0.11% | 174 |
|
|
2023
Q2 | $341K | Buy |
4,051
+493
| +14% | +$41.5K | 0.11% | 179 |
|
|
2023
Q1 | $324K | Buy |
3,558
+10
| +0.3% | +$910 | 0.12% | 166 |
|
|
2022
Q4 | $337K | Buy |
3,548
+303
| +9% | +$28.8K | 0.13% | 158 |
|
|
2022
Q3 | $281K | Sell |
3,245
-47
| -1% | -$4.07K | 0.11% | 159 |
|
|
2022
Q2 | $316K | Buy |
3,292
+12
| +0.4% | +$1.15K | 0.12% | 146 |
|
|
2022
Q1 | $327K | Buy |
3,280
+200
| +6% | +$19.9K | 0.12% | 163 |
|
|
2021
Q4 | $274K | Buy |
+3,080
| New | +$274K | 0.11% | 167 |
|