Spire Wealth Management’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 | $473K | Sell |
4,554
-17,204
| -79% | -$1.79M | 0.02% | 524 |
|
|
2025
Q1 | $2.38M | Buy |
21,758
+17,962
| +473% | +$1.96M | 0.08% | 242 |
|
|
2024
Q4 | $350K | Buy |
3,796
+74
| +2% | +$6.83K | 0.01% | 665 |
|
|
2024
Q3 | $382K | Buy |
3,722
+247
| +7% | +$25.3K | 0.01% | 583 |
|
|
2024
Q2 | $305K | Buy |
3,475
+313
| +10% | +$27.5K | 0.01% | 608 |
|
|
2024
Q1 | $272K | Buy |
3,162
+379
| +14% | +$32.6K | ﹤0.01% | 690 |
|
|
2023
Q4 | $216K | Sell |
2,783
-379
| -12% | -$29.4K | 0.01% | 738 |
|
|
2023
Q3 | $238K | Sell |
3,162
-40
| -1% | -$3.01K | 0.01% | 664 |
|
|
2023
Q2 | $270K | Sell |
3,202
-4
| -0.1% | -$337 | 0.01% | 634 |
|
|
2023
Q1 | $292K | Buy |
3,206
+1,452
| +83% | +$132K | 0.01% | 620 |
|
|
2022
Q4 | $167K | Buy |
1,754
+18
| +1% | +$1.71K | 0.01% | 598 |
|
|
2022
Q3 | $150K | Sell |
1,736
-1,276
| -42% | -$110K | 0.01% | 598 |
|
|
2022
Q2 | $289K | Sell |
3,012
-914
| -23% | -$87.7K | 0.01% | 645 |
|
|
2022
Q1 | $392K | Sell |
3,926
-5,208
| -57% | -$520K | 0.01% | 643 |
|
|
2021
Q4 | $813K | Buy |
9,134
+6,552
| +254% | +$583K | 0.02% | 538 |
|
|
2021
Q3 | $210K | Buy |
2,582
+9
| +0.3% | +$732 | 0.01% | 896 |
|
|
2021
Q2 | $218K | Sell |
2,573
-7,520
| -75% | -$637K | 0.01% | 913 |
|
|
2021
Q1 | $856K | Buy |
+10,093
| New | +$856K | 0.02% | 497 |
|