Sovereign Financial Group’s American Electric Power AEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$828K Buy
2025
Q2
$735K Buy
2025
Q1
$651K Buy
2024
Q4
$403K Buy
2024
Q3
$400K Sell
2024
Q2
$343K Buy
2024
Q1
$334K Buy
2023
Q4
$314K Sell
2023
Q3
$306K Buy
2023
Q2
$341K Buy
2023
Q1
$324K Buy
2022
Q4
$337K Buy
2022
Q3
$281K Sell
2022
Q2
$316K Buy
2022
Q1
$327K Buy
2021
Q4
$274K Buy