Stonegate Investment Group’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 | $1.51M | Buy |
14,511
+7,140
| +97% | +$741K | 0.04% | 148 |
|
|
2025
Q1 | $805K | Buy |
7,371
+956
| +15% | +$104K | 0.02% | 173 |
|
|
2024
Q4 | $592K | Sell |
6,415
-434
| -6% | -$40K | 0.02% | 197 |
|
|
2024
Q3 | $703K | Sell |
6,849
-173
| -2% | -$17.7K | 0.02% | 194 |
|
|
2024
Q2 | $616K | Buy |
7,022
+1,060
| +18% | +$93K | 0.02% | 202 |
|
|
2024
Q1 | $513K | Buy |
5,962
+613
| +11% | +$52.8K | 0.02% | 213 |
|
|
2023
Q4 | $434K | Sell |
5,349
-11
| -0.2% | -$893 | 0.01% | 217 |
|
|
2023
Q3 | $403K | Sell |
5,360
-298
| -5% | -$22.4K | 0.01% | 214 |
|
|
2023
Q2 | $476K | Sell |
5,658
-342
| -6% | -$28.8K | 0.02% | 205 |
|
|
2023
Q1 | $546K | Sell |
6,000
-1,400
| -19% | -$127K | 0.02% | 198 |
|
|
2022
Q4 | $703K | Sell |
7,400
-22,671
| -75% | -$2.15M | 0.03% | 177 |
|
|
2022
Q3 | $2.6M | Sell |
30,071
-914
| -3% | -$79K | 0.12% | 94 |
|
|
2022
Q2 | $2.97M | Sell |
30,985
-2,026
| -6% | -$194K | 0.13% | 91 |
|
|
2022
Q1 | $3.29M | Sell |
33,011
-2,662
| -7% | -$266K | 0.11% | 77 |
|
|
2021
Q4 | $3.17M | Buy |
+35,673
| New | +$3.17M | 0.13% | 79 |
|