TWA
TCI Wealth Advisors’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,883
| Closed | -$206K | – | 251 |
|
|
2025
Q1 | $206K | Buy |
+1,883
| New | +$206K | 0.02% | 221 |
|
|
2024
Q4 | – | Sell |
-1,969
| Closed | -$202K | – | 230 |
|
|
2024
Q3 | $202K | Buy |
+1,969
| New | +$202K | 0.02% | 231 |
|
|
2024
Q2 | – | Sell |
-2,471
| Closed | -$213K | – | 223 |
|
|
2024
Q1 | $213K | Buy |
+2,471
| New | +$213K | 0.02% | 203 |
|
|
2023
Q2 | – | Sell |
-2,031
| Closed | -$185K | – | 243 |
|
|
2023
Q1 | $185K | Buy |
2,031
+161
| +9% | +$14.6K | 0.02% | 193 |
|
|
2022
Q4 | $178K | Sell |
1,870
-12
| -0.6% | -$1.14K | 0.02% | 188 |
|
|
2022
Q3 | $163K | Hold |
1,882
| – | – | 0.03% | 181 |
|
|
2022
Q2 | $181K | Buy |
1,882
+2
| +0.1% | +$192 | 0.03% | 175 |
|
|
2022
Q1 | $187K | Buy |
1,880
+144
| +8% | +$14.3K | 0.03% | 184 |
|
|
2021
Q4 | $154K | Sell |
1,736
-289
| -14% | -$25.6K | 0.02% | 202 |
|
|
2021
Q3 | $164K | Sell |
2,025
-411
| -17% | -$33.3K | 0.03% | 197 |
|
|
2021
Q2 | $206K | Sell |
2,436
-494
| -17% | -$41.8K | 0.03% | 164 |
|
|
2021
Q1 | $248K | Buy |
2,930
+22
| +0.8% | +$1.86K | 0.11% | 133 |
|
|
2020
Q4 | $242K | Sell |
2,908
-895
| -24% | -$74.5K | 0.11% | 127 |
|
|
2020
Q3 | $311K | Buy |
3,803
+1,558
| +69% | +$127K | 0.12% | 109 |
|
|
2020
Q2 | $179K | Sell |
2,245
-71
| -3% | -$5.66K | 0.08% | 145 |
|
|
2020
Q1 | $185K | Buy |
2,316
+578
| +33% | +$46.2K | 0.09% | 139 |
|
|
2019
Q4 | $164K | Buy |
1,738
+35
| +2% | +$3.3K | 0.06% | 195 |
|
|
2019
Q3 | $160K | Buy |
1,703
+250
| +17% | +$23.5K | 0.07% | 162 |
|
|
2019
Q2 | $128K | Hold |
1,453
| – | – | 0.06% | 182 |
|
|
2019
Q1 | $122K | Sell |
1,453
-600
| -29% | -$50.4K | 0.05% | 200 |
|
|
2018
Q4 | $153K | Buy |
2,053
+566
| +38% | +$42.2K | 0.07% | 164 |
|
|
2018
Q3 | $105K | Hold |
1,487
| – | – | 0.04% | 223 |
|
|
2018
Q2 | $103K | Hold |
1,487
| – | – | 0.05% | 214 |
|
|
2018
Q1 | $102K | Buy |
1,487
+23
| +2% | +$1.58K | 0.05% | 215 |
|
|
2017
Q4 | $108K | Sell |
1,464
-797
| -35% | -$58.8K | 0.05% | 224 |
|
|
2017
Q3 | $159K | Buy |
2,261
+797
| +54% | +$56K | 0.08% | 162 |
|
|
2017
Q2 | $102K | Sell |
1,464
-23
| -2% | -$1.6K | 0.05% | 197 |
|
|
2017
Q1 | $100K | Sell |
1,487
-49
| -3% | -$3.3K | 0.05% | 209 |
|
|
2016
Q4 | $97K | Buy |
1,536
+82
| +6% | +$5.18K | 0.05% | 224 |
|
|
2016
Q3 | $93K | Sell |
1,454
-129
| -8% | -$8.25K | 0.05% | 218 |
|
|
2016
Q2 | $111K | Sell |
1,583
-78
| -5% | -$5.47K | 0.06% | 191 |
|
|
2016
Q1 | $110K | Buy |
1,661
+180
| +12% | +$11.9K | 0.06% | 193 |
|
|
2015
Q4 | $86K | Sell |
1,481
-250
| -14% | -$14.5K | 0.05% | 225 |
|
|
2015
Q3 | $98K | Buy |
1,731
+160
| +10% | +$9.06K | 0.06% | 197 |
|
|
2015
Q2 | $83K | Buy |
1,571
+219
| +16% | +$11.6K | 0.05% | 209 |
|
|
2015
Q1 | $76K | Sell |
1,352
-191
| -12% | -$10.7K | 0.05% | 198 |
|
|
2014
Q4 | $94K | Sell |
1,543
-78
| -5% | -$4.75K | 0.06% | 182 |
|
|
2014
Q3 | $85K | Hold |
1,621
| – | – | 0.05% | 184 |
|
|
2014
Q2 | $90K | Hold |
1,621
| – | – | 0.05% | 184 |
|
|
2014
Q1 | $82K | Hold |
1,621
| – | – | 0.05% | 184 |
|
|
2013
Q4 | $76K | Hold |
1,621
| – | – | 0.05% | 192 |
|
|
2013
Q3 | $70K | Hold |
1,621
| – | – | 0.05% | 183 |
|
|
2013
Q2 | $73K | Buy |
+1,621
| New | +$73K | 0.06% | 181 |
|