Summit Global Investments’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 | – | Sell |
-15,408
| Closed | -$1.68M | – | 460 |
|
|
2025
Q1 | $1.68M | Sell |
15,408
-23,703
| -61% | -$2.59M | 0.12% | 102 |
|
|
2024
Q4 | $3.61M | Buy |
39,111
+25,178
| +181% | +$2.32M | 0.23% | 91 |
|
|
2024
Q3 | $1.43M | Sell |
13,933
-346
| -2% | -$35.5K | 0.09% | 180 |
|
|
2024
Q2 | $1.25M | Buy |
14,279
+10,454
| +273% | +$917K | 0.08% | 198 |
|
|
2024
Q1 | $329K | Sell |
3,825
-52
| -1% | -$4.47K | 0.02% | 392 |
|
|
2023
Q4 | $315K | Sell |
3,877
-21,225
| -85% | -$1.72M | 0.02% | 421 |
|
|
2023
Q3 | $1.89M | Sell |
25,102
-2,130
| -8% | -$160K | 0.13% | 129 |
|
|
2023
Q2 | $2.29M | Buy |
27,232
+7,690
| +39% | +$648K | 0.15% | 126 |
|
|
2023
Q1 | $1.78M | Buy |
19,542
+92
| +0.5% | +$8.37K | 0.14% | 150 |
|
|
2022
Q4 | $1.85M | Buy |
19,450
+15
| +0.1% | +$1.42K | 0.16% | 147 |
|
|
2022
Q3 | $1.68M | Sell |
19,435
-175
| -0.9% | -$15.1K | 0.16% | 145 |
|
|
2022
Q2 | $1.88M | Buy |
+19,610
| New | +$1.88M | 0.17% | 137 |
|