SS&H Financial Advisors’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 | $1.23M | Sell |
11,898
-3,000
| -20% | -$311K | 0.41% | 53 |
|
|
2025
Q1 | $1.63M | Sell |
14,898
-44
| -0.3% | -$4.81K | 0.61% | 45 |
|
|
2024
Q4 | $1.38M | Buy |
14,942
+486
| +3% | +$44.9K | 0.5% | 50 |
|
|
2024
Q3 | $1.48M | Hold |
14,456
| – | – | 0.54% | 48 |
|
|
2024
Q2 | $1.27M | Hold |
14,456
| – | – | 0.5% | 51 |
|
|
2024
Q1 | $1.24M | Hold |
14,456
| – | – | 0.52% | 52 |
|
|
2023
Q4 | $1.17M | Sell |
14,456
-600
| -4% | -$48.7K | 0.5% | 51 |
|
|
2023
Q3 | $1.13M | Buy |
+15,056
| New | +$1.13M | 0.53% | 49 |
|
|
2023
Q1 | $1.42M | Buy |
15,656
+5
| +0% | +$455 | 0.65% | 43 |
|
|
2022
Q4 | $1.49M | Buy |
15,651
+5
| +0% | +$475 | 0.71% | 42 |
|
|
2022
Q3 | $1.35M | Sell |
15,646
-46
| -0.3% | -$3.98K | 0.7% | 41 |
|
|
2022
Q2 | $1.51M | Sell |
15,692
-21
| -0.1% | -$2.01K | 0.7% | 40 |
|
|
2022
Q1 | $1.57M | Buy |
+15,713
| New | +$1.57M | 0.61% | 50 |
|