Stratos Wealth Advisors’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 | $534K | Sell |
5,146
-434
| -8% | -$45K | 0.03% | 438 |
|
|
2025
Q1 | $610K | Sell |
5,580
-758
| -12% | -$82.8K | 0.03% | 398 |
|
|
2024
Q4 | $585K | Sell |
6,338
-1,532
| -19% | -$141K | 0.03% | 435 |
|
|
2024
Q3 | $807K | Sell |
7,870
-3,205
| -29% | -$329K | 0.04% | 395 |
|
|
2024
Q2 | $972K | Buy |
11,075
+53
| +0.5% | +$4.65K | 0.05% | 339 |
|
|
2024
Q1 | $949K | Sell |
11,022
-1,278
| -10% | -$110K | 0.06% | 336 |
|
|
2023
Q4 | $999K | Buy |
12,300
+308
| +3% | +$25K | 0.06% | 326 |
|
|
2023
Q3 | $902K | Buy |
11,992
+6,731
| +128% | +$506K | 0.06% | 322 |
|
|
2023
Q2 | $443K | Sell |
5,261
-116
| -2% | -$9.77K | 0.03% | 445 |
|
|
2023
Q1 | $489K | Sell |
5,377
-159
| -3% | -$14.5K | 0.04% | 421 |
|
|
2022
Q4 | $526K | Sell |
5,536
-1,125
| -17% | -$107K | 0.04% | 391 |
|
|
2022
Q3 | $576K | Sell |
6,661
-615
| -8% | -$53.2K | 0.06% | 333 |
|
|
2022
Q2 | $698K | Sell |
7,276
-27
| -0.4% | -$2.59K | 0.06% | 310 |
|
|
2022
Q1 | $729K | Sell |
7,303
-448
| -6% | -$44.7K | 0.06% | 324 |
|
|
2021
Q4 | $690K | Buy |
7,751
+130
| +2% | +$11.6K | 0.05% | 337 |
|
|
2021
Q3 | $619K | Sell |
7,621
-1,875
| -20% | -$152K | 0.05% | 319 |
|
|
2021
Q2 | $803K | Buy |
9,496
+487
| +5% | +$41.2K | 0.07% | 272 |
|
|
2021
Q1 | $763K | Buy |
9,009
+816
| +10% | +$69.1K | 0.08% | 254 |
|
|
2020
Q4 | $682K | Buy |
8,193
+782
| +11% | +$65.1K | 0.09% | 209 |
|
|
2020
Q3 | $606K | Buy |
7,411
+866
| +13% | +$70.8K | 0.15% | 153 |
|
|
2020
Q2 | $521K | Buy |
6,545
+3,036
| +87% | +$242K | 0.16% | 141 |
|
|
2020
Q1 | $281K | Sell |
3,509
-143
| -4% | -$11.5K | 0.2% | 114 |
|
|
2019
Q4 | $345K | Sell |
3,652
-173
| -5% | -$16.3K | 0.2% | 121 |
|
|
2019
Q3 | $358K | Sell |
3,825
-262
| -6% | -$24.5K | 0.14% | 167 |
|
|
2019
Q2 | $360K | Buy |
4,087
+429
| +12% | +$37.8K | 0.14% | 151 |
|
|
2019
Q1 | $306K | Sell |
3,658
-131
| -3% | -$11K | 0.17% | 155 |
|
|
2018
Q4 | $283K | Buy |
+3,789
| New | +$283K | 0.19% | 144 |
|