Strategic Wealth Partners’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 | $76.9K | Buy |
+741
| New | +$76.9K | 0.01% | 427 |
|
|
2024
Q1 | – | Sell |
-4,275
| Closed | -$347K | – | 281 |
|
|
2023
Q4 | $347K | Sell |
4,275
-17,943
| -81% | -$1.46M | 0.04% | 218 |
|
|
2023
Q3 | $1.67M | Sell |
22,218
-4,034
| -15% | -$303K | 0.22% | 114 |
|
|
2023
Q2 | $2.21M | Sell |
26,252
-229
| -0.9% | -$19.3K | 0.29% | 105 |
|
|
2023
Q1 | $2.41M | Sell |
26,481
-1,341
| -5% | -$122K | 0.37% | 79 |
|
|
2022
Q4 | $2.64M | Sell |
27,822
-1,722
| -6% | -$164K | 0.49% | 61 |
|
|
2022
Q3 | $2.55M | Sell |
29,544
-173
| -0.6% | -$15K | 0.54% | 57 |
|
|
2022
Q2 | $2.85M | Sell |
29,717
-506
| -2% | -$48.5K | 0.62% | 52 |
|
|
2022
Q1 | $3.02M | Sell |
30,223
-1,580
| -5% | -$158K | 0.59% | 51 |
|
|
2021
Q4 | $2.83M | Buy |
+31,803
| New | +$2.83M | 0.54% | 60 |
|
|
2019
Q4 | – | Sell |
-1,778
| Closed | -$165 | – | 141 |
|
|
2019
Q3 | $165 | Buy |
1,778
+34
| +2% | +$3 | ﹤0.01% | 250 |
|
|
2019
Q2 | $153K | Sell |
1,744
-993
| -36% | -$87.1K | 0.07% | 145 |
|
|
2019
Q1 | $227K | Sell |
2,737
-104
| -4% | -$8.63K | 0.1% | 133 |
|
|
2018
Q4 | $211K | Hold |
2,841
| – | – | 0.11% | 128 |
|
|
2018
Q3 | $201K | Sell |
2,841
-73
| -3% | -$5.17K | 0.11% | 128 |
|
|
2018
Q2 | $202K | Sell |
2,914
-7,477
| -72% | -$518K | 0.12% | 132 |
|
|
2018
Q1 | $713K | Sell |
10,391
-6,160
| -37% | -$423K | 0.37% | 96 |
|
|
2017
Q4 | $1.25M | Buy |
+16,551
| New | +$1.25M | 0.69% | 41 |
|