Tarbox Family Office’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-301
| Closed | -$30K | – | 128 |
|
|
2022
Q1 | $30K | Sell |
301
-38
| -11% | -$3.47K | 0.01% | 234 |
|
|
2021
Q4 | $30K | Sell |
339
-5
| -1% | -$422 | 0.01% | 290 |
|
|
2021
Q3 | $28K | Hold |
344
| – | – | 0.01% | 322 |
|
|
2021
Q2 | $29K | Hold |
344
| – | – | 0.01% | 317 |
|
|
2021
Q1 | $29K | Hold |
344
| – | – | 0.01% | 262 |
|
|
2020
Q4 | $29K | Sell |
344
-35
| -9% | -$3.04K | 0.01% | 247 |
|
|
2020
Q3 | $31K | Buy |
379
+38
| +11% | +$3.13K | 0.01% | 232 |
|
|
2020
Q2 | $27K | Sell |
341
-83
| -20% | -$6.78K | 0.01% | 233 |
|
|
2020
Q1 | $34K | Sell |
424
-23
| -5% | -$2.17K | 0.01% | 193 |
|
|
2019
Q4 | $42K | Buy |
447
+11
| +3% | +$1.02K | 0.01% | 196 |
|
|
2019
Q3 | $41K | Hold |
436
| – | – | 0.01% | 171 |
|
|
2019
Q2 | $38K | Buy |
436
+122
| +39% | +$10.5K | 0.01% | 175 |
|
|
2019
Q1 | $26K | Hold |
314
| – | – | 0.01% | 197 |
|
|
2018
Q4 | $23K | Hold |
314
| – | – | 0.01% | 201 |
|
|
2018
Q3 | $22K | Hold |
314
| – | – | 0.01% | 233 |
|
|
2018
Q2 | $22K | Hold |
314
| – | – | 0.01% | 221 |
|
|
2018
Q1 | $22K | Hold |
314
| – | – | 0.01% | 227 |
|
|
2017
Q4 | $23K | Hold |
314
| – | – | 0.01% | 220 |
|
|
2017
Q3 | $22K | Buy |
314
+50
| +19% | +$3.56K | 0.01% | 218 |
|
|
2017
Q2 | $18K | Hold |
264
| – | – | 0.01% | 223 |
|
|
2017
Q1 | $18K | Hold |
264
| – | – | 0.01% | 226 |
|
|
2016
Q4 | $17K | Hold |
264
| – | – | 0.01% | 199 |
|
|
2016
Q3 | $17K | Hold |
264
| – | – | 0.01% | 185 |
|
|
2016
Q2 | $19K | Sell |
264
-12
| -4% | -$785 | 0.01% | 167 |
|
|
2016
Q1 | $18K | Buy |
276
+76
| +38% | +$4.7K | 0.01% | 175 |
|
|
2015
Q4 | $12K | Hold |
200
| – | – | 0.01% | 203 |
|
|
2015
Q3 | $11K | Hold |
200
| – | – | 0.01% | 216 |
|
|
2015
Q2 | $11K | Hold |
200
| – | – | 0.01% | 216 |
|
|
2015
Q1 | $11K | Buy |
200
+4
| +2% | +$237 | 0.01% | 225 |
|
|
2014
Q4 | $12K | Hold |
196
| – | – | 0.01% | 214 |
|
|
2014
Q3 | $10K | Buy |
196
+7
| +4% | +$370 | 0.01% | 232 |
|
|
2014
Q2 | $10K | Hold |
189
| – | – | 0.01% | 222 |
|
|
2014
Q1 | $9K | Sell |
189
-629
| -77% | -$30.6K | 0.01% | 252 |
|
|
2013
Q4 | $38K | Buy |
+818
| New | +$37.7K | 0.03% | 145 |
|
Other funds holding AEP
Tarbox Family Office's AEP Position: Q2 2022 in Review
Tarbox Family Office sold out of American Electric Power (AEP) in Q2 2022, closing a stake of 301 shares — an estimated $30K sold.
Tarbox Family Office first reported a position in AEP in Q4 2013 and held it in 34 quarters. The position peaked at $42K in Q4 2019. 1,364 funds tracked by Wall St. Rank hold AEP as of Q2 2022.
- Tarbox Family Office reported no remaining American Electric Power position as of Q2 2022 after selling out during the quarter.
- Tarbox Family Office sold 301 American Electric Power shares in Q2 2022, an estimated $30K.
- Tarbox Family Office first reported a position in American Electric Power in Q4 2013 and held it in 34 quarters.
- Tarbox Family Office's American Electric Power position peaked at $42K in Q4 2019.
- 1,364 funds tracked by Wall St. Rank held American Electric Power as of Q2 2022.
Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.