Summit Securities 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-85
| Closed | -$7.84K | – | 634 |
|
|
2024
Q4 | $7.84K | Buy |
+85
| New | +$7.84K | ﹤0.01% | 368 |
|
|
2024
Q3 | – | Sell |
-70
| Closed | -$6K | – | 420 |
|
|
2024
Q2 | $6K | Buy |
+70
| New | +$6K | ﹤0.01% | 350 |
|
|
2024
Q1 | – | Sell |
-42
| Closed | -$3K | – | 292 |
|
|
2023
Q4 | $3K | Sell |
42
-16
| -28% | -$1.14K | ﹤0.01% | 387 |
|
|
2023
Q3 | $4K | Sell |
58
-667
| -92% | -$46K | ﹤0.01% | 314 |
|
|
2023
Q2 | $61K | Buy |
+725
| New | +$61K | 0.01% | 253 |
|
|
2022
Q4 | – | Sell |
-3,331
| Closed | -$288K | – | 890 |
|
|
2022
Q3 | $288K | Buy |
3,331
+2,631
| +376% | +$227K | 0.02% | 218 |
|
|
2022
Q2 | $67K | Sell |
700
-3,182
| -82% | -$305K | 0.01% | 319 |
|
|
2022
Q1 | $387K | Sell |
3,882
-1,086
| -22% | -$108K | 0.04% | 160 |
|
|
2021
Q4 | $442K | Buy |
+4,968
| New | +$442K | 0.02% | 240 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 327 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 334 |
|
|
2020
Q3 | – | Sell |
-2,900
| Closed | -$231K | – | 154 |
|
|
2020
Q2 | $231K | Buy |
+2,900
| New | +$231K | 0.03% | 117 |
|
|
2020
Q1 | – | Sell |
-5,600
| Closed | -$529K | – | 111 |
|
|
2019
Q4 | $529K | Buy |
+5,600
| New | +$529K | 0.04% | 129 |
|
|
2017
Q2 | – | Sell |
-6,701
| Closed | -$450K | – | 177 |
|
|
2017
Q1 | $450K | Buy |
+6,701
| New | +$450K | 0.13% | 132 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 117 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 221 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 134 |
|
|
2015
Q4 | – | Sell |
-100
| Closed | -$6K | – | 226 |
|
|
2015
Q3 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 235 |
|
|
2015
Q2 | – | Sell |
-2,515
| Closed | -$141K | – | 444 |
|
|
2015
Q1 | $141K | Buy |
2,515
+2,415
| +2,415% | +$135K | 0.11% | 94 |
|
|
2014
Q4 | $6K | Sell |
100
-300
| -75% | -$18K | ﹤0.01% | 410 |
|
|
2014
Q3 | $21K | Sell |
400
-1,400
| -78% | -$73.5K | 0.01% | 427 |
|
|
2014
Q2 | $100K | Buy |
1,800
+1,300
| +260% | +$72.2K | 0.03% | 229 |
|
|
2014
Q1 | $25K | Buy |
+500
| New | +$25K | 0.01% | 212 |
|