Stamos Capital Partners’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 | $2.31M | Buy |
22,232
+4,193
| +23% | +$435K | 0.41% | 72 |
|
|
2025
Q1 | $1.97M | Sell |
18,039
-6,431
| -26% | -$703K | 0.52% | 67 |
|
|
2024
Q4 | $2.26M | Buy |
24,470
+5,310
| +28% | +$490K | 0.53% | 54 |
|
|
2024
Q3 | $1.97M | Sell |
19,160
-11,230
| -37% | -$1.15M | 0.46% | 69 |
|
|
2024
Q2 | $2.67M | Buy |
+30,390
| New | +$2.67M | 0.57% | 44 |
|
|
2022
Q4 | – | Sell |
-41,970
| Closed | -$3.63M | – | 128 |
|
|
2022
Q3 | $3.63M | Buy |
+41,970
| New | +$3.63M | 0.92% | 35 |
|