Stiles Financial Services’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 | $335K | Buy |
3,226
+387
| +14% | +$40.2K | 0.12% | 137 |
|
|
2025
Q1 | $310K | Buy |
2,839
+7
| +0.2% | +$765 | 0.12% | 136 |
|
|
2024
Q4 | $261K | Buy |
2,832
+27
| +1% | +$2.49K | 0.09% | 159 |
|
|
2024
Q3 | $288K | Buy |
2,805
+272
| +11% | +$27.9K | 0.1% | 154 |
|
|
2024
Q2 | $222K | Buy |
2,533
+37
| +1% | +$3.25K | 0.09% | 171 |
|
|
2024
Q1 | $215K | Buy |
2,496
+13
| +0.5% | +$1.12K | 0.09% | 169 |
|
|
2023
Q4 | $202K | Buy |
+2,483
| New | +$202K | 0.09% | 162 |
|
|
2023
Q3 | – | Sell |
-2,416
| Closed | -$203K | – | 177 |
|
|
2023
Q2 | $203K | Buy |
2,416
+48
| +2% | +$4.04K | 0.1% | 180 |
|
|
2023
Q1 | $215K | Buy |
2,368
+22
| +0.9% | +$2K | 0.12% | 167 |
|
|
2022
Q4 | $223K | Buy |
2,346
+20
| +0.9% | +$1.9K | 0.13% | 158 |
|
|
2022
Q3 | $201K | Buy |
2,326
+17
| +0.7% | +$1.47K | 0.12% | 157 |
|
|
2022
Q2 | $222K | Buy |
2,309
+18
| +0.8% | +$1.73K | 0.13% | 150 |
|
|
2022
Q1 | $229K | Buy |
2,291
+15
| +0.7% | +$1.5K | 0.11% | 159 |
|
|
2021
Q4 | $203K | Buy |
+2,276
| New | +$203K | 0.1% | 174 |
|