Sunflower Bank Wealth Management’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $256K | Sell |
3,130
-1,350
| -30% | -$110K | 0.09% | 107 |
|
|
2020
Q2 | $357K | Sell |
4,480
-45
| -1% | -$3.59K | 0.12% | 97 |
|
|
2020
Q1 | $362K | Sell |
4,525
-310
| -6% | -$24.8K | 0.14% | 88 |
|
|
2019
Q4 | $457K | Sell |
4,835
-60
| -1% | -$5.67K | 0.14% | 95 |
|
|
2019
Q3 | $459K | Hold |
4,895
| – | – | 0.15% | 93 |
|
|
2019
Q2 | $431K | Sell |
4,895
-990
| -17% | -$87.2K | 0.14% | 94 |
|
|
2019
Q1 | $493K | Sell |
5,885
-160
| -3% | -$13.4K | 0.15% | 90 |
|
|
2018
Q4 | $452K | Sell |
6,045
-2,855
| -32% | -$213K | 0.14% | 93 |
|
|
2018
Q3 | $631K | Hold |
8,900
| – | – | 0.18% | 83 |
|
|
2018
Q2 | $616K | Sell |
8,900
-5,515
| -38% | -$382K | 0.18% | 83 |
|
|
2018
Q1 | $989K | Sell |
14,415
-230
| -2% | -$15.8K | 0.27% | 55 |
|
|
2017
Q4 | $1.08M | Sell |
14,645
-375
| -2% | -$27.6K | 0.29% | 52 |
|
|
2017
Q3 | $1.06M | Sell |
15,020
-9,860
| -40% | -$693K | 0.38% | 33 |
|
|
2017
Q2 | $1.73M | Sell |
24,880
-135
| -0.5% | -$9.38K | 0.59% | 36 |
|
|
2017
Q1 | $1.68M | Buy |
25,015
+3,760
| +18% | +$252K | 0.57% | 36 |
|
|
2016
Q4 | $1.34M | Buy |
21,255
+7,125
| +50% | +$449K | 0.48% | 38 |
|
|
2016
Q3 | $907K | Hold |
14,130
| – | – | 0.33% | 49 |
|
|
2016
Q2 | $990K | Hold |
14,130
| – | – | 0.35% | 46 |
|
|
2016
Q1 | $938K | Hold |
14,130
| – | – | 0.33% | 46 |
|
|
2015
Q4 | $823K | Sell |
14,130
-35
| -0.2% | -$2.04K | 0.29% | 49 |
|
|
2015
Q3 | $806K | Sell |
14,165
-50
| -0.4% | -$2.85K | 0.29% | 49 |
|
|
2015
Q2 | $753K | Sell |
14,215
-180
| -1% | -$9.54K | 0.26% | 54 |
|
|
2015
Q1 | $809K | Sell |
14,395
-105
| -0.7% | -$5.9K | 0.27% | 56 |
|
|
2014
Q4 | $881K | Sell |
14,500
-15
| -0.1% | -$911 | 0.28% | 54 |
|
|
2014
Q3 | $757K | Hold |
14,515
| – | – | 0.26% | 54 |
|
|
2014
Q2 | $810K | Sell |
14,515
-20,132
| -58% | -$1.12M | 0.33% | 53 |
|
|
2014
Q1 | $1.76M | Buy |
34,647
+2,200
| +7% | +$111K | 0.85% | 25 |
|
|
2013
Q4 | $1.52M | Buy |
32,447
+285
| +0.9% | +$13.3K | 0.77% | 25 |
|
|
2013
Q3 | $1.39M | Buy |
32,162
+2,772
| +9% | +$120K | 0.76% | 27 |
|
|
2013
Q2 | $1.32M | Buy |
+29,390
| New | +$1.32M | 0.71% | 29 |
|