Steward Partners Investment Advisory’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 | $9.44M | Buy |
90,993
+30,292
| +50% | +$3.14M | 0.07% | 263 |
|
|
2025
Q1 | $6.63M | Buy |
60,701
+11,046
| +22% | +$1.21M | 0.06% | 327 |
|
|
2024
Q4 | $4.58M | Buy |
49,655
+4,005
| +9% | +$369K | 0.04% | 400 |
|
|
2024
Q3 | $4.68M | Sell |
45,650
-20,228
| -31% | -$2.08M | 0.04% | 378 |
|
|
2024
Q2 | $5.78M | Buy |
65,878
+958
| +1% | +$84.1K | 0.06% | 303 |
|
|
2024
Q1 | $5.59M | Buy |
64,920
+1,942
| +3% | +$167K | 0.06% | 312 |
|
|
2023
Q4 | $5.12M | Buy |
62,978
+16,225
| +35% | +$1.32M | 0.07% | 285 |
|
|
2023
Q3 | $3.52M | Buy |
46,753
+1,769
| +4% | +$133K | 0.05% | 329 |
|
|
2023
Q2 | $3.79M | Sell |
44,984
-771
| -2% | -$64.9K | 0.06% | 318 |
|
|
2023
Q1 | $4.16M | Buy |
45,755
+732
| +2% | +$66.6K | 0.07% | 284 |
|
|
2022
Q4 | $4.27M | Sell |
45,023
-15,428
| -26% | -$1.46M | 0.07% | 278 |
|
|
2022
Q3 | $5.23M | Buy |
60,451
+2,553
| +4% | +$221K | 0.1% | 226 |
|
|
2022
Q2 | $5.56M | Buy |
57,898
+13,496
| +30% | +$1.29M | 0.1% | 220 |
|
|
2022
Q1 | $4.43M | Buy |
44,402
+6,581
| +17% | +$657K | 0.07% | 285 |
|
|
2021
Q4 | $3.37M | Buy |
37,821
+2,039
| +6% | +$181K | 0.05% | 346 |
|
|
2021
Q3 | $2.91M | Sell |
35,782
-871
| -2% | -$70.7K | 0.05% | 358 |
|
|
2021
Q2 | $3.1M | Sell |
36,653
-6,400
| -15% | -$541K | 0.05% | 347 |
|
|
2021
Q1 | $3.65M | Buy |
43,053
+6,296
| +17% | +$533K | 0.06% | 308 |
|
|
2020
Q4 | $3.06M | Buy |
36,757
+2,809
| +8% | +$234K | 0.07% | 288 |
|
|
2020
Q3 | $2.78M | Buy |
33,948
+2,233
| +7% | +$183K | 0.07% | 261 |
|
|
2020
Q2 | $2.53M | Buy |
31,715
+1,745
| +6% | +$139K | 0.07% | 262 |
|
|
2020
Q1 | $2.4M | Sell |
29,970
-807
| -3% | -$64.5K | 0.09% | 236 |
|
|
2019
Q4 | $2.91M | Buy |
30,777
+8,460
| +38% | +$799K | 0.09% | 238 |
|
|
2019
Q3 | $2.09M | Sell |
22,317
-20,842
| -48% | -$1.95M | 0.07% | 268 |
|
|
2019
Q2 | $3.8M | Buy |
43,159
+24,725
| +134% | +$2.18M | 0.14% | 156 |
|
|
2019
Q1 | $1.54M | Buy |
18,434
+96
| +0.5% | +$8.04K | 0.07% | 279 |
|
|
2018
Q4 | $1.37M | Buy |
18,338
+1,350
| +8% | +$101K | 0.07% | 283 |
|
|
2018
Q3 | $1.2M | Buy |
16,988
+5,483
| +48% | +$389K | 0.06% | 306 |
|
|
2018
Q2 | $797K | Buy |
11,505
+6,624
| +136% | +$459K | 0.05% | 340 |
|
|
2018
Q1 | $334K | Buy |
4,881
+680
| +16% | +$46.5K | 0.02% | 503 |
|
|
2017
Q4 | $309K | Buy |
4,201
+378
| +10% | +$27.8K | 0.02% | 443 |
|
|
2017
Q3 | $268K | Buy |
3,823
+841
| +28% | +$59K | 0.03% | 390 |
|
|
2017
Q2 | $207K | Sell |
2,982
-2,363
| -44% | -$164K | 0.02% | 398 |
|
|
2017
Q1 | $358K | Buy |
5,345
+1,493
| +39% | +$100K | 0.05% | 241 |
|
|
2016
Q4 | $242K | Buy |
+3,852
| New | +$242K | 0.11% | 159 |
|