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