Sterling Investment Counsel’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 | $459K | Sell |
4,421
-230
| -5% | -$23.9K | 0.27% | 61 |
|
|
2025
Q1 | $508K | Buy |
+4,651
| New | +$508K | 0.17% | 92 |
|
|
2024
Q4 | – | Sell |
-4,421
| Closed | -$454K | – | 130 |
|
|
2024
Q3 | $454K | Hold |
4,421
| – | – | 0.16% | 89 |
|
|
2024
Q2 | $388K | Buy |
+4,421
| New | +$388K | 0.15% | 90 |
|
|
2024
Q1 | – | Sell |
-4,704
| Closed | -$382K | – | 173 |
|
|
2023
Q4 | $382K | Buy |
+4,704
| New | +$382K | 0.2% | 88 |
|
|
2023
Q3 | – | Sell |
-4,889
| Closed | -$412K | – | 152 |
|
|
2023
Q2 | $412K | Hold |
4,889
| – | – | 0.22% | 82 |
|
|
2023
Q1 | $445K | Sell |
4,889
-515
| -10% | -$46.9K | 0.26% | 68 |
|
|
2022
Q4 | $513K | Buy |
+5,404
| New | +$513K | 0.32% | 60 |
|
|
2022
Q3 | – | Sell |
-5,299
| Closed | -$507K | – | 138 |
|
|
2022
Q2 | $507K | Buy |
5,299
+69
| +1% | +$6.6K | 0.39% | 55 |
|
|
2022
Q1 | $521K | Sell |
5,230
-180
| -3% | -$17.9K | 0.35% | 59 |
|
|
2021
Q4 | $481K | Buy |
+5,410
| New | +$481K | 0.33% | 73 |
|