Sunbelt Securities’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 | $457K | Buy |
4,955
+3,079
| +164% | +$284K | 0.04% | 369 |
|
|
2025
Q1 | $205K | Sell |
1,876
-3,079
| -62% | -$336K | 0.02% | 555 |
|
|
2024
Q4 | $456K | Buy |
4,955
+1,296
| +35% | +$119K | 0.04% | 372 |
|
|
2024
Q3 | $375K | Buy |
3,659
+378
| +12% | +$38.8K | 0.04% | 424 |
|
|
2024
Q2 | $288K | Sell |
3,281
-454
| -12% | -$39.8K | 0.03% | 463 |
|
|
2024
Q1 | $322K | Buy |
3,735
+451
| +14% | +$38.8K | 0.04% | 417 |
|
|
2023
Q4 | $267K | Buy |
3,284
+1,528
| +87% | +$124K | 0.03% | 425 |
|
|
2023
Q3 | $132K | Sell |
1,756
-48
| -3% | -$3.61K | 0.02% | 576 |
|
|
2023
Q2 | $152K | Buy |
1,804
+32
| +2% | +$2.7K | 0.02% | 538 |
|
|
2023
Q1 | $160K | Buy |
+1,772
| New | +$160K | 0.03% | 475 |
|
|
2022
Q2 | – | Sell |
-2,179
| Closed | -$217K | – | 440 |
|
|
2022
Q1 | $217K | Sell |
2,179
-3,286
| -60% | -$327K | 0.04% | 423 |
|
|
2021
Q4 | $493K | Sell |
5,465
-1,291
| -19% | -$116K | 0.08% | 272 |
|
|
2021
Q3 | $591K | Hold |
6,756
| – | – | 0.11% | 228 |
|
|
2021
Q2 | $591K | Sell |
6,756
-322
| -5% | -$28.2K | 0.11% | 228 |
|
|
2021
Q1 | $600K | Buy |
7,078
+8
| +0.1% | +$678 | 0.12% | 210 |
|
|
2020
Q4 | $589K | Buy |
7,070
+3,924
| +125% | +$327K | 0.12% | 202 |
|
|
2020
Q3 | $259K | Buy |
3,146
+149
| +5% | +$12.3K | 0.07% | 274 |
|
|
2020
Q2 | $239K | Sell |
2,997
-5,920
| -66% | -$472K | 0.08% | 253 |
|
|
2020
Q1 | $783K | Sell |
8,917
-16,927
| -65% | -$1.49M | 0.03% | 170 |
|
|
2019
Q4 | $2.44M | Sell |
25,844
-1,192
| -4% | -$113K | 0.26% | 93 |
|
|
2019
Q3 | $2.53M | Buy |
27,036
+24,039
| +802% | +$2.25M | 0.28% | 83 |
|
|
2019
Q2 | $264K | Buy |
2,997
+1
| +0% | +$88 | 0.11% | 217 |
|
|
2019
Q1 | $251K | Sell |
2,996
-939
| -24% | -$78.7K | 0.13% | 195 |
|
|
2018
Q4 | $294K | Buy |
3,935
+241
| +7% | +$18K | 0.17% | 157 |
|
|
2018
Q3 | $262K | Buy |
3,694
+297
| +9% | +$21.1K | 0.14% | 176 |
|
|
2018
Q2 | $235K | Buy |
+3,397
| New | +$235K | 0.14% | 186 |
|