Sutton Wealth Advisors’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $30.2K | Sell |
402
-55
| -12% | -$4.14K | 0.01% | 292 |
|
|
2023
Q2 | $38.5K | Hold |
457
| – | – | 0.02% | 261 |
|
|
2023
Q1 | $41.6K | Sell |
457
-26
| -5% | -$2.37K | 0.02% | 217 |
|
|
2022
Q4 | $45.9K | Sell |
483
-1,206
| -71% | -$115K | 0.02% | 413 |
|
|
2022
Q3 | $146K | Buy |
1,689
+1,314
| +350% | +$114K | 0.06% | 200 |
|
|
2022
Q2 | $36K | Buy |
375
+6
| +2% | +$576 | 0.01% | 471 |
|
|
2022
Q1 | $36.8K | Buy |
369
+4
| +1% | +$399 | 0.01% | 501 |
|
|
2021
Q4 | $32.5K | Hold |
365
| – | – | 0.01% | 549 |
|
|
2021
Q3 | $29.6K | Buy |
365
+12
| +3% | +$974 | 0.01% | 568 |
|
|
2021
Q2 | $29.9K | Hold |
353
| – | – | 0.01% | 574 |
|
|
2021
Q1 | $29.9K | Buy |
353
+8
| +2% | +$678 | 0.01% | 554 |
|
|
2020
Q4 | $28.7K | Buy |
345
+2
| +0.6% | +$167 | 0.01% | 509 |
|
|
2020
Q3 | $28K | Buy |
343
+1
| +0.3% | +$82 | 0.01% | 451 |
|
|
2020
Q2 | $27.2K | Buy |
342
+9
| +3% | +$717 | 0.01% | 449 |
|
|
2020
Q1 | $26.6K | Sell |
333
-315
| -49% | -$25.2K | 0.02% | 397 |
|
|
2019
Q4 | $61.2K | Hold |
648
| – | – | 0.03% | 270 |
|
|
2019
Q3 | $60.7K | Buy |
648
+315
| +95% | +$29.5K | 0.03% | 259 |
|
|
2019
Q2 | $29.3K | Buy |
333
+12
| +4% | +$1.06K | 0.02% | 464 |
|
|
2019
Q1 | $26.9K | Buy |
321
+36
| +13% | +$3.02K | 0.02% | 482 |
|
|
2018
Q4 | $21.3K | Hold |
285
| – | – | 0.01% | 502 |
|
|
2018
Q3 | $20.2K | Hold |
285
| – | – | 0.01% | 580 |
|
|
2018
Q2 | $19.7K | Sell |
285
-110
| -28% | -$7.62K | 0.01% | 593 |
|
|
2018
Q1 | $27.1K | Hold |
395
| – | – | 0.02% | 453 |
|
|
2017
Q4 | $29.1K | Hold |
395
| – | – | 0.02% | 421 |
|
|
2017
Q3 | $27.7K | Hold |
395
| – | – | 0.02% | 428 |
|
|
2017
Q2 | $27.4K | Hold |
395
| – | – | 0.02% | 430 |
|
|
2017
Q1 | $26.5K | Hold |
395
| – | – | 0.02% | 407 |
|
|
2016
Q4 | $24.9K | Buy |
395
+7
| +2% | +$441 | 0.02% | 430 |
|
|
2016
Q3 | $24.9K | Buy |
388
+110
| +40% | +$7.06K | 0.02% | 399 |
|
|
2016
Q2 | $19.5K | Hold |
278
| – | – | 0.02% | 452 |
|
|
2016
Q1 | $18.5K | Buy |
+278
| New | +$18.5K | 0.02% | 454 |
|