SVB Wealth’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 | $441K | Sell |
4,253
-5,166
| -55% | -$536K | 0.02% | 315 |
|
|
2025
Q1 | $1.03M | Buy |
9,419
+538
| +6% | +$58.8K | 0.04% | 156 |
|
|
2024
Q4 | $819K | Buy |
+8,881
| New | +$819K | 0.02% | 356 |
|
|
2024
Q3 | – | Sell |
-8,609
| Closed | -$755K | – | 33 |
|
|
2024
Q2 | $755K | Sell |
8,609
-105
| -1% | -$9.21K | 0.02% | 365 |
|
|
2024
Q1 | $750K | Sell |
8,714
-177
| -2% | -$15.2K | 0.02% | 400 |
|
|
2023
Q4 | $722K | Buy |
8,891
+1,481
| +20% | +$120K | 0.02% | 398 |
|
|
2023
Q3 | $557K | Sell |
7,410
-1,284
| -15% | -$96.6K | 0.01% | 426 |
|
|
2023
Q2 | $732K | Sell |
8,694
-5,146
| -37% | -$433K | 0.01% | 394 |
|
|
2023
Q1 | $1.26M | Buy |
13,840
+61
| +0.4% | +$5.55K | 0.02% | 339 |
|
|
2022
Q4 | $1.31M | Sell |
13,779
-393
| -3% | -$37.3K | 0.02% | 349 |
|
|
2022
Q3 | $1.23M | Buy |
14,172
+2,579
| +22% | +$223K | 0.02% | 331 |
|
|
2022
Q2 | $1.11M | Buy |
11,593
+171
| +1% | +$16.4K | 0.02% | 303 |
|
|
2022
Q1 | $1.14M | Buy |
11,422
+515
| +5% | +$51.4K | 0.02% | 307 |
|
|
2021
Q4 | $970K | Buy |
10,907
+550
| +5% | +$48.9K | 0.02% | 314 |
|
|
2021
Q3 | $841K | Buy |
10,357
+197
| +2% | +$16K | 0.01% | 442 |
|
|
2021
Q2 | $859K | Buy |
10,160
+22
| +0.2% | +$1.86K | 0.01% | 422 |
|
|
2021
Q1 | $859K | Sell |
10,138
-195
| -2% | -$16.5K | 0.01% | 378 |
|
|
2020
Q4 | $860K | Buy |
10,333
+122
| +1% | +$10.2K | 0.01% | 352 |
|
|
2020
Q3 | $834K | Buy |
10,211
+279
| +3% | +$22.8K | 0.01% | 320 |
|
|
2020
Q2 | $791K | Sell |
9,932
-460
| -4% | -$36.6K | 0.01% | 301 |
|
|
2020
Q1 | $831K | Buy |
10,392
+841
| +9% | +$67.3K | 0.02% | 252 |
|
|
2019
Q4 | $903K | Sell |
9,551
-915
| -9% | -$86.5K | 0.02% | 319 |
|
|
2019
Q3 | $981K | Buy |
10,466
+283
| +3% | +$26.5K | 0.02% | 280 |
|
|
2019
Q2 | $896K | Sell |
10,183
-263
| -3% | -$23.1K | 0.03% | 301 |
|
|
2019
Q1 | $875K | Buy |
10,446
+264
| +3% | +$22.1K | 0.03% | 234 |
|
|
2018
Q4 | $761K | Buy |
10,182
+14
| +0.1% | +$1.05K | 0.03% | 246 |
|
|
2018
Q3 | $721K | Buy |
10,168
+168
| +2% | +$11.9K | 0.03% | 291 |
|
|
2018
Q2 | $693K | Sell |
10,000
-400
| -4% | -$27.7K | 0.03% | 296 |
|
|
2018
Q1 | $713K | Sell |
10,400
-229
| -2% | -$15.7K | 0.03% | 310 |
|
|
2017
Q4 | $782K | Buy |
10,629
+2,674
| +34% | +$197K | 0.03% | 293 |
|
|
2017
Q3 | $559K | Buy |
7,955
+1,156
| +17% | +$81.2K | 0.02% | 336 |
|
|
2017
Q2 | $472K | Sell |
6,799
-986
| -13% | -$68.5K | 0.02% | 358 |
|
|
2017
Q1 | $523K | Sell |
7,785
-275
| -3% | -$18.5K | 0.02% | 343 |
|
|
2016
Q4 | $507K | Sell |
8,060
-955
| -11% | -$60.1K | 0.02% | 336 |
|
|
2016
Q3 | $579K | Sell |
9,015
-2,255
| -20% | -$145K | 0.02% | 317 |
|
|
2016
Q2 | $790K | Buy |
11,270
+521
| +5% | +$36.5K | 0.03% | 285 |
|
|
2016
Q1 | $714K | Sell |
10,749
-611
| -5% | -$40.6K | 0.03% | 295 |
|
|
2015
Q4 | $662K | Buy |
11,360
+1,100
| +11% | +$64.1K | 0.03% | 330 |
|
|
2015
Q3 | $583K | Buy |
10,260
+170
| +2% | +$9.66K | 0.02% | 377 |
|
|
2015
Q2 | $534K | Buy |
10,090
+60
| +0.6% | +$3.18K | 0.02% | 419 |
|
|
2015
Q1 | $564K | Buy |
10,030
+200
| +2% | +$11.2K | 0.02% | 395 |
|
|
2014
Q4 | $597K | Buy |
+9,830
| New | +$597K | 0.02% | 372 |
|