SFS
Summit Financial Strategies’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $519K | Sell |
4,998
-156
| -3% | -$16.2K | 0.05% | 85 |
|
|
2025
Q1 | $563K | Sell |
5,154
-116
| -2% | -$12.7K | 0.06% | 78 |
|
|
2024
Q4 | $486K | Buy |
5,270
+342
| +7% | +$31.5K | 0.05% | 86 |
|
|
2024
Q3 | $506K | Sell |
4,928
-100
| -2% | -$10.3K | 0.06% | 82 |
|
|
2024
Q2 | $441K | Sell |
5,028
-14
| -0.3% | -$1.23K | 0.05% | 86 |
|
|
2024
Q1 | $434K | Hold |
5,042
| – | – | 0.06% | 86 |
|
|
2023
Q4 | $409K | Hold |
5,042
| – | – | 0.06% | 87 |
|
|
2023
Q3 | $379K | Sell |
5,042
-496
| -9% | -$37.3K | 0.07% | 83 |
|
|
2023
Q2 | $466K | Buy |
5,538
+10
| +0.2% | +$842 | 0.09% | 67 |
|
|
2023
Q1 | $503K | Buy |
5,528
+3,001
| +119% | +$273K | 0.1% | 67 |
|
|
2022
Q4 | $240K | Sell |
2,527
-1,500
| -37% | -$142K | 0.05% | 102 |
|
|
2022
Q3 | $348K | Buy |
4,027
+1,500
| +59% | +$130K | 0.08% | 79 |
|
|
2022
Q2 | $242K | Hold |
2,527
| – | – | 0.06% | 101 |
|
|
2022
Q1 | $252K | Buy |
2,527
+17
| +0.7% | +$1.7K | 0.05% | 98 |
|
|
2021
Q4 | $223K | Hold |
2,510
| – | – | 0.04% | 114 |
|
|
2021
Q3 | $204K | Sell |
2,510
-22
| -0.9% | -$1.79K | 0.04% | 114 |
|
|
2021
Q2 | $214K | Buy |
+2,532
| New | +$214K | 0.04% | 113 |
|