Syverson Strege & Co’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
Q2 | – | Sell |
-261
| Closed | -$23.7K | – | 75 |
|
|
2023
Q1 | $23.7K | Hold |
261
| – | – | 0.01% | 179 |
|
|
2022
Q4 | $24.7K | Hold |
261
| – | – | 0.01% | 164 |
|
|
2022
Q3 | $23K | Hold |
261
| – | – | 0.01% | 157 |
|
|
2022
Q2 | $25K | Sell |
261
-528
| -67% | -$50.6K | 0.01% | 171 |
|
|
2022
Q1 | $79K | Hold |
789
| – | – | 0.09% | 101 |
|
|
2021
Q4 | $70K | Hold |
789
| – | – | 0.05% | 111 |
|
|
2021
Q3 | $64K | Sell |
789
-176
| -18% | -$14.3K | 0.05% | 124 |
|
|
2021
Q2 | $82K | Sell |
965
-264
| -21% | -$22.4K | 0.07% | 99 |
|
|
2021
Q1 | $104K | Buy |
1,229
+10
| +0.8% | +$846 | 0.11% | 88 |
|
|
2020
Q4 | $102K | Buy |
+1,219
| New | +$102K | 0.1% | 87 |
|