Sugarloaf Wealth Management’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
Q4 | $91.6K | Buy |
993
+1
| +0.1% | +$92 | 0.02% | 237 |
|
|
2024
Q3 | $102K | Buy |
992
+5
| +0.5% | +$513 | 0.02% | 236 |
|
|
2024
Q2 | $86.6K | Buy |
987
+259
| +36% | +$22.7K | 0.02% | 241 |
|
|
2024
Q1 | $62.7K | Sell |
728
-423
| -37% | -$36.4K | 0.01% | 270 |
|
|
2023
Q4 | $93.5K | Sell |
1,151
-256
| -18% | -$20.8K | 0.02% | 224 |
|
|
2023
Q3 | $106K | Buy |
1,407
+1
| +0.1% | +$75 | 0.03% | 204 |
|
|
2023
Q2 | $118K | Buy |
1,406
+2
| +0.1% | +$168 | 0.03% | 191 |
|
|
2023
Q1 | $128K | Hold |
1,404
| – | – | 0.03% | 179 |
|
|
2022
Q4 | $133K | Buy |
1,404
+1
| +0.1% | +$95 | 0.03% | 167 |
|
|
2022
Q3 | $122K | Buy |
1,403
+1
| +0.1% | +$87 | 0.03% | 178 |
|
|
2022
Q2 | $134K | Buy |
1,402
+1
| +0.1% | +$96 | 0.03% | 155 |
|
|
2022
Q1 | $140K | Buy |
1,401
+1
| +0.1% | +$100 | 0.03% | 156 |
|
|
2021
Q4 | $125K | Buy |
1,400
+1
| +0.1% | +$89 | 0.03% | 169 |
|
|
2021
Q3 | $114K | Sell |
1,399
-102
| -7% | -$8.31K | 0.03% | 176 |
|
|
2021
Q2 | $127K | Buy |
1,501
+104
| +7% | +$8.8K | 0.03% | 159 |
|
|
2021
Q1 | $118 | Buy |
1,397
+1
| +0.1% | – | 0.04% | 161 |
|
|
2020
Q4 | $116K | Sell |
1,396
-13
| -0.9% | -$1.08K | 0.04% | 163 |
|
|
2020
Q3 | $115K | Buy |
1,409
+1
| +0.1% | +$82 | 0.04% | 146 |
|
|
2020
Q2 | $112K | Buy |
1,408
+1
| +0.1% | +$80 | 0.04% | 151 |
|
|
2020
Q1 | $113K | Sell |
1,407
-186
| -12% | -$14.9K | 0.05% | 145 |
|
|
2019
Q4 | $151K | Buy |
+1,593
| New | +$151K | 0.06% | 139 |
|