Summit Financial 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
Q1 | $1.04M | Sell |
12,039
-1,587
| -12% | -$137K | 0.37% | 81 |
|
|
2023
Q4 | $1.11M | Sell |
13,626
-344
| -2% | -$27.9K | 0.42% | 68 |
|
|
2023
Q3 | $1.05M | Buy |
13,970
+655
| +5% | +$49.3K | 0.44% | 69 |
|
|
2023
Q2 | $1.12M | Sell |
13,315
-565
| -4% | -$47.6K | 0.44% | 70 |
|
|
2023
Q1 | $1.26M | Sell |
13,880
-129
| -0.9% | -$11.7K | 0.48% | 58 |
|
|
2022
Q4 | $1.33M | Hold |
14,009
| – | – | 0.53% | 52 |
|
|
2022
Q3 | $1.21M | Buy |
14,009
+1,373
| +11% | +$119K | 0.5% | 54 |
|
|
2022
Q2 | $1.21M | Sell |
12,636
-76
| -0.6% | -$7.29K | 0.47% | 59 |
|
|
2022
Q1 | $1.27M | Hold |
12,712
| – | – | 0.43% | 66 |
|
|
2021
Q4 | $1.13M | Hold |
12,712
| – | – | 0.37% | 74 |
|
|
2021
Q3 | $1.03M | Hold |
12,712
| – | – | 0.37% | 73 |
|
|
2021
Q2 | $1.08M | Buy |
12,712
+1,194
| +10% | +$101K | 0.4% | 72 |
|
|
2021
Q1 | $975K | Sell |
11,518
-831
| -7% | -$70.3K | 0.4% | 68 |
|
|
2020
Q4 | $1.03M | Sell |
12,349
-494
| -4% | -$41.1K | 0.45% | 62 |
|
|
2020
Q3 | $1.05M | Buy |
12,843
+140
| +1% | +$11.4K | 0.52% | 53 |
|
|
2020
Q2 | $1.01M | Hold |
12,703
| – | – | 0.53% | 51 |
|
|
2020
Q1 | $1.02M | Hold |
12,703
| – | – | 0.61% | 43 |
|
|
2019
Q4 | $1.2M | Buy |
12,703
+198
| +2% | +$18.7K | 0.58% | 45 |
|
|
2019
Q3 | $1.17M | Sell |
12,505
-1,100
| -8% | -$103K | 0.6% | 47 |
|
|
2019
Q2 | $1.2M | Sell |
13,605
-150
| -1% | -$13.2K | 0.54% | 50 |
|
|
2019
Q1 | $1.15M | Sell |
13,755
-475
| -3% | -$39.8K | 0.9% | 36 |
|
|
2018
Q4 | $1.06M | Sell |
14,230
-1,000
| -7% | -$74.7K | 0.9% | 35 |
|
|
2018
Q3 | $1.08M | Sell |
15,230
-66
| -0.4% | -$4.68K | 0.8% | 45 |
|
|
2018
Q2 | $1.06M | Hold |
15,296
| – | – | 0.82% | 40 |
|
|
2018
Q1 | $1.05M | Hold |
15,296
| – | – | 0.82% | 44 |
|
|
2017
Q4 | $1.13M | Buy |
15,296
+365
| +2% | +$26.8K | 0.92% | 40 |
|
|
2017
Q3 | $1.05M | Sell |
14,931
-400
| -3% | -$28.1K | 0.87% | 39 |
|
|
2017
Q2 | $1.07M | Buy |
+15,331
| New | +$1.07M | 0.92% | 38 |
|