Thrive Capital Management (Pennsylvania)’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,423
| Closed | -$278K | – | 124 |
|
|
2023
Q4 | $278K | Sell |
3,423
-1,107
| -24% | -$89.9K | 0.15% | 108 |
|
|
2023
Q3 | $341K | Sell |
4,530
-658
| -13% | -$49.5K | 0.19% | 85 |
|
|
2023
Q2 | $437K | Buy |
5,188
+247
| +5% | +$20.8K | 0.25% | 68 |
|
|
2023
Q1 | $447K | Buy |
4,941
+1,624
| +49% | +$147K | 0.28% | 66 |
|
|
2022
Q4 | $315K | Buy |
3,317
+735
| +28% | +$69.8K | 0.21% | 86 |
|
|
2022
Q3 | $223K | Buy |
+2,582
| New | +$223K | 0.15% | 103 |
|
|
2022
Q1 | – | Sell |
-6,466
| Closed | -$575K | – | 99 |
|
|
2021
Q4 | $575K | Sell |
6,466
-4,704
| -42% | -$418K | 0.37% | 56 |
|
|
2021
Q3 | $907K | Buy |
11,170
+1,198
| +12% | +$97.3K | 0.67% | 45 |
|
|
2021
Q2 | $843K | Buy |
9,972
+3,592
| +56% | +$304K | 0.66% | 45 |
|
|
2021
Q1 | $540K | Buy |
6,380
+2,064
| +48% | +$175K | 0.5% | 53 |
|
|
2020
Q4 | $359K | Buy |
+4,316
| New | +$359K | 0.38% | 60 |
|