Spirit of America Management Corp’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 | $1.53M | Buy |
14,700
+1,250
| +9% | +$130K | 0.32% | 83 |
|
|
2025
Q1 | $1.47M | Hold |
13,450
| – | – | 0.3% | 81 |
|
|
2024
Q4 | $1.24M | Buy |
13,450
+2,450
| +22% | +$226K | 0.25% | 93 |
|
|
2024
Q3 | $1.13M | Hold |
11,000
| – | – | 0.23% | 106 |
|
|
2024
Q2 | $965K | Hold |
11,000
| – | – | 0.2% | 105 |
|
|
2024
Q1 | $947K | Buy |
11,000
+350
| +3% | +$30.1K | 0.19% | 108 |
|
|
2023
Q4 | $865K | Hold |
10,650
| – | – | 0.19% | 112 |
|
|
2023
Q3 | $801K | Buy |
10,650
+2,300
| +28% | +$173K | 0.18% | 100 |
|
|
2023
Q2 | $703K | Buy |
8,350
+3,650
| +78% | +$307K | 0.16% | 115 |
|
|
2023
Q1 | $428K | Buy |
4,700
+1,695
| +56% | +$154K | 0.1% | 149 |
|
|
2022
Q4 | $285K | Hold |
3,005
| – | – | 0.06% | 170 |
|
|
2022
Q3 | $260K | Hold |
3,005
| – | – | 0.06% | 181 |
|
|
2022
Q2 | $288K | Hold |
3,005
| – | – | 0.07% | 178 |
|
|
2022
Q1 | $300K | Hold |
3,005
| – | – | 0.06% | 183 |
|
|
2021
Q4 | $268K | Hold |
3,005
| – | – | 0.05% | 189 |
|
|
2021
Q3 | $244K | Hold |
3,005
| – | – | 0.05% | 196 |
|
|
2021
Q2 | $254K | Hold |
3,005
| – | – | 0.05% | 189 |
|
|
2021
Q1 | $255K | Hold |
3,005
| – | – | 0.06% | 178 |
|
|
2020
Q4 | $250K | Hold |
3,005
| – | – | 0.06% | 178 |
|
|
2020
Q3 | $245K | Hold |
3,005
| – | – | 0.07% | 168 |
|
|
2020
Q2 | $239K | Hold |
3,005
| – | – | 0.06% | 170 |
|
|
2020
Q1 | $240K | Buy |
3,005
+100
| +3% | +$7.99K | 0.08% | 170 |
|
|
2019
Q4 | $274K | Sell |
2,905
-1,360
| -32% | -$128K | 0.05% | 187 |
|
|
2019
Q3 | $400K | Hold |
4,265
| – | – | 0.06% | 175 |
|
|
2019
Q2 | $375K | Hold |
4,265
| – | – | 0.06% | 183 |
|
|
2019
Q1 | $358K | Hold |
4,265
| – | – | 0.05% | 186 |
|
|
2018
Q4 | $319K | Hold |
4,265
| – | – | 0.05% | 193 |
|
|
2018
Q3 | $302K | Hold |
4,265
| – | – | 0.04% | 206 |
|
|
2018
Q2 | $295K | Sell |
4,265
-2,405
| -36% | -$166K | 0.04% | 215 |
|
|
2018
Q1 | $457K | Sell |
6,670
-550
| -8% | -$37.7K | 0.06% | 189 |
|
|
2017
Q4 | $531K | Sell |
7,220
-700
| -9% | -$51.5K | 0.06% | 186 |
|
|
2017
Q3 | $556K | Hold |
7,920
| – | – | 0.06% | 195 |
|
|
2017
Q2 | $551K | Hold |
7,920
| – | – | 0.06% | 195 |
|
|
2017
Q1 | $531K | Hold |
7,920
| – | – | 0.06% | 198 |
|
|
2016
Q4 | $498K | Hold |
7,920
| – | – | 0.06% | 208 |
|
|
2016
Q3 | $508K | Hold |
7,920
| – | – | 0.07% | 204 |
|
|
2016
Q2 | $555K | Hold |
7,920
| – | – | 0.08% | 175 |
|
|
2016
Q1 | $526K | Hold |
7,920
| – | – | 0.09% | 179 |
|
|
2015
Q4 | $462K | Buy |
7,920
+1,750
| +28% | +$102K | 0.09% | 192 |
|
|
2015
Q3 | $351K | Hold |
6,170
| – | – | 0.07% | 223 |
|
|
2015
Q2 | $327K | Buy |
6,170
+4,470
| +263% | +$237K | 0.06% | 240 |
|
|
2015
Q1 | $96K | Buy |
+1,700
| New | +$96K | 0.02% | 308 |
|