Strategic Financial Concepts’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 | – | Sell |
-2,985
| Closed | -$326K | – | 283 |
|
|
2025
Q1 | $326K | Buy |
2,985
+129
| +5% | +$14.1K | 0.06% | 224 |
|
|
2024
Q4 | $263K | Buy |
+2,856
| New | +$263K | 0.05% | 264 |
|
|
2024
Q3 | – | Sell |
-11,815
| Closed | -$400K | – | 256 |
|
|
2024
Q2 | $400K | Buy |
11,815
+7,212
| +157% | +$244K | 0.23% | 83 |
|
|
2024
Q1 | $396K | Buy |
4,603
+39
| +0.9% | +$3.36K | 0.1% | 190 |
|
|
2023
Q4 | $371K | Sell |
4,564
-38
| -0.8% | -$3.09K | 0.22% | 96 |
|
|
2023
Q3 | $346K | Hold |
4,602
| – | – | 0.12% | 163 |
|
|
2023
Q2 | $387K | Hold |
4,602
| – | – | 0.14% | 147 |
|
|
2023
Q1 | $419K | Buy |
+4,602
| New | +$419K | 0.17% | 129 |
|