Sowell Financial Services’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 | $714K | Sell |
6,878
-57
| -0.8% | -$5.92K | 0.03% | 512 |
|
|
2025
Q1 | $758K | Buy |
+6,935
| New | +$758K | 0.03% | 476 |
|
|
2023
Q2 | – | Sell |
-2,925
| Closed | -$266K | – | 557 |
|
|
2023
Q1 | $266K | Buy |
+2,925
| New | +$266K | 0.02% | 602 |
|
|
2021
Q2 | – | Sell |
-4,296
| Closed | -$379K | – | 555 |
|
|
2021
Q1 | $379K | Sell |
4,296
-1,745
| -29% | -$154K | 0.01% | 753 |
|
|
2020
Q4 | $503K | Sell |
6,041
-601
| -9% | -$50K | 0.02% | 523 |
|
|
2020
Q3 | $543K | Sell |
6,642
-5,600
| -46% | -$458K | 0.03% | 449 |
|
|
2020
Q2 | $975K | Buy |
12,242
+4,556
| +59% | +$363K | 0.05% | 278 |
|
|
2020
Q1 | $615K | Sell |
7,686
-3,919
| -34% | -$314K | 0.05% | 343 |
|
|
2019
Q4 | $1.1M | Buy |
11,605
+4,971
| +75% | +$470K | 0.08% | 241 |
|
|
2019
Q3 | $622K | Buy |
+6,634
| New | +$622K | 0.05% | 348 |
|
|
2019
Q1 | $485K | Sell |
5,790
-157
| -3% | -$13.2K | 0.05% | 331 |
|
|
2018
Q4 | $445K | Buy |
5,947
+2,379
| +67% | +$178K | 0.06% | 296 |
|
|
2018
Q3 | $253K | Buy |
3,568
+28
| +0.8% | +$1.99K | 0.04% | 291 |
|
|
2018
Q2 | $251K | Buy |
3,540
+417
| +13% | +$29.6K | 0.05% | 245 |
|
|
2018
Q1 | $216K | Buy |
+3,123
| New | +$216K | 0.05% | 246 |
|
|
2017
Q1 | – | Sell |
-1,781
| Closed | -$113K | – | 261 |
|
|
2016
Q4 | $113K | Buy |
+1,781
| New | +$113K | 0.04% | 257 |
|