Summit Financial Strategies’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
Q2 | $519K | Sell |
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|
2025
Q1 | $563K | Sell |
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|
2024
Q4 | $486K | Buy |
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|
2024
Q3 | $506K | Sell |
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|
2024
Q2 | $441K | Sell |
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|
2024
Q1 | $434K | Hold |
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|
2023
Q4 | $409K | Hold |
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|
2023
Q3 | $379K | Sell |
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|
2023
Q2 | $466K | Buy |
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|
2023
Q1 | $503K | Buy |
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|
2022
Q4 | $240K | Sell |
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|
2022
Q3 | $348K | Buy |
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|
2022
Q2 | $242K | Hold |
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|
2022
Q1 | $252K | Buy |
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|
2021
Q4 | $223K | Hold |
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|
2021
Q3 | $204K | Sell |
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|
2021
Q2 | $214K | Buy |
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