Taylor Financial Group’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 | $558K | Buy |
5,376
+100
| +2% | +$10.4K | 0.35% | 57 |
|
2025
Q1 | $577K | Sell |
5,276
-234
| -4% | -$25.6K | 0.4% | 52 |
|
2024
Q4 | $508K | Buy |
5,510
+1,200
| +28% | +$111K | 0.35% | 59 |
|
2024
Q3 | $442K | Hold |
4,310
| – | – | 0.31% | 65 |
|
2024
Q2 | $378K | Hold |
4,310
| – | – | 0.29% | 71 |
|
2024
Q1 | $371K | Hold |
4,310
| – | – | 0.28% | 69 |
|
2023
Q4 | $350K | Buy |
+4,310
| New | +$350K | 0.29% | 70 |
|