Summit Financial’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 | $3.15M | Sell |
30,310
-1,569
| -5% | -$163K | 0.07% | 227 |
|
|
2025
Q1 | $3.48M | Buy |
31,879
+2,137
| +7% | +$234K | 0.1% | 177 |
|
|
2024
Q4 | $2.74M | Buy |
29,742
+9,367
| +46% | +$864K | 0.1% | 171 |
|
|
2024
Q3 | $2.09M | Buy |
20,375
+456
| +2% | +$46.8K | 0.08% | 174 |
|
|
2024
Q2 | $1.75M | Buy |
19,919
+9,044
| +83% | +$794K | 0.08% | 169 |
|
|
2024
Q1 | $936K | Buy |
10,875
+257
| +2% | +$22.1K | 0.06% | 193 |
|
|
2023
Q4 | $862K | Sell |
10,618
-270
| -2% | -$21.9K | 0.06% | 187 |
|
|
2023
Q3 | $819K | Sell |
10,888
-11
| -0.1% | -$827 | 0.06% | 182 |
|
|
2023
Q2 | $918K | Sell |
10,899
-884
| -8% | -$74.4K | 0.07% | 164 |
|
|
2023
Q1 | $1.07M | Buy |
11,783
+287
| +2% | +$26.1K | 0.09% | 110 |
|
|
2022
Q4 | $1.09M | Buy |
11,496
+1,187
| +12% | +$113K | 0.1% | 104 |
|
|
2022
Q3 | $891K | Buy |
10,309
+2,665
| +35% | +$230K | 0.08% | 120 |
|
|
2022
Q2 | $733K | Buy |
7,644
+245
| +3% | +$23.5K | 0.07% | 128 |
|
|
2022
Q1 | $738K | Buy |
7,399
+775
| +12% | +$77.3K | 0.06% | 145 |
|
|
2021
Q4 | $589K | Buy |
6,624
+2,039
| +44% | +$181K | 0.04% | 155 |
|
|
2021
Q3 | $372K | Buy |
+4,585
| New | +$372K | 0.03% | 170 |
|