Strategic Wealth Partners’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $120K | Buy |
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|
2025
Q2 | $76.9K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $347K | Sell |
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|
2023
Q3 | $1.67M | Sell |
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|
2023
Q2 | $2.21M | Sell |
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|
2023
Q1 | $2.41M | Sell |
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|
2022
Q4 | $2.64M | Sell |
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|
2022
Q3 | $2.55M | Sell |
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|
2022
Q2 | $2.85M | Sell |
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|
2022
Q1 | $3.02M | Sell |
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|
2021
Q4 | $2.83M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $165 | Buy |
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|
2019
Q2 | $153K | Sell |
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|
2019
Q1 | $227K | Sell |
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|
2018
Q4 | $211K | Hold |
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|
2018
Q3 | $201K | Sell |
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|
2018
Q2 | $202K | Sell |
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|
2018
Q1 | $713K | Sell |
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|
2017
Q4 | $1.25M | Buy |
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