Strategic Planning 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
2024 Q2	–	Sell	-15,137	Closed	-$1.3M	–	76
2024 Q1	$1.3M	Buy	15,137 +2,403	+19%	+$207K	0.33%	82
2023 Q4	$1.03M	Buy	+12,734	New	+$1.03M	0.34%	83