Symphony Financial’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 | $315K | Buy |
+3,239
| New | +$315K | 0.04% | 195 |
|
|
2025
Q1 | – | Sell |
-2,725
| Closed | -$267K | – | 94 |
|
|
2024
Q4 | $267K | Sell |
2,725
-34
| -1% | -$3.33K | 0.04% | 191 |
|
|
2024
Q3 | $281K | Sell |
2,759
-35
| -1% | -$3.57K | 0.05% | 187 |
|
|
2024
Q2 | $247K | Sell |
2,794
-190
| -6% | -$16.8K | 0.05% | 184 |
|
|
2024
Q1 | $257K | Sell |
2,984
-488
| -14% | -$42K | 0.06% | 158 |
|
|
2023
Q4 | $281K | Buy |
+3,472
| New | +$281K | 0.06% | 168 |
|
|
2023
Q3 | – | Sell |
-3,472
| Closed | -$289K | – | 159 |
|
|
2023
Q2 | $289K | Buy |
3,472
+201
| +6% | +$16.7K | 0.07% | 154 |
|
|
2023
Q1 | $296K | Sell |
3,271
-1,099
| -25% | -$99.4K | 0.08% | 176 |
|
|
2022
Q4 | $417K | Sell |
4,370
-1,699
| -28% | -$162K | 0.11% | 152 |
|
|
2022
Q3 | $541K | Buy |
6,069
+338
| +6% | +$30.1K | 0.18% | 123 |
|
|
2022
Q2 | $547K | Sell |
5,731
-296
| -5% | -$28.3K | 0.16% | 121 |
|
|
2022
Q1 | $623K | Buy |
+6,027
| New | +$623K | 0.15% | 116 |
|
|
2020
Q2 | – | Sell |
-9,081
| Closed | -$760K | – | 134 |
|
|
2020
Q1 | $760K | Buy |
+9,081
| New | +$760K | 0.52% | 39 |
|