Tompkins Financial’s American Electric Power AEP Stock Holding History

Tompkins Financial’s Portfolio AEP Stock Details AEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$115K	Hold	1,111	–	–	0.01%	230
2025 Q1	$121K	Hold	1,111	–	–	0.01%	236
2024 Q4	$102K	Sell	1,111 -161	-13%	-$14.8K	0.01%	253
2024 Q3	$131K	Buy	1,272 +161	+14%	+$16.5K	0.01%	240
2024 Q2	$97.5K	Sell	1,111 -8	-0.7%	-$702	0.01%	274
2024 Q1	$96.3K	Buy	1,119 +8	+0.7%	+$689	0.01%	279
2023 Q4	$90.2K	Hold	1,111	–	–	0.01%	285
2023 Q3	$83.6K	Hold	1,111	–	–	0.01%	275
2023 Q2	$93.5K	Hold	1,111	–	–	0.01%	268
2023 Q1	$101K	Hold	1,111	–	–	0.02%	260
2022 Q4	$105K	Hold	1,111	–	–	0.02%	254
2022 Q3	$96K	Sell	1,111 -95	-8%	-$8.21K	0.02%	261
2022 Q2	$116K	Hold	1,206	–	–	0.02%	238
2022 Q1	$120K	Buy	1,206 +1,086	+905%	+$108K	0.02%	262
2021 Q4	$11K	Hold	120	–	–	﹤0.01%	284
2021 Q3	$10K	Buy	+120	New	+$10K	﹤0.01%	323
2021 Q1	$8K	Sell	95 -101	-52%	-$8.51K	﹤0.01%	370
2020 Q4	$16K	Buy	196 +101	+106%	+$8.25K	﹤0.01%	329
2020 Q3	$8K	Hold	95	–	–	﹤0.01%	337
2020 Q2	$8K	Hold	95	–	–	﹤0.01%	326
2020 Q1	$8K	Sell	95 -1,198	-93%	-$101K	﹤0.01%	333
2019 Q4	$122K	Hold	1,293	–	–	0.02%	184
2019 Q3	$121K	Sell	1,293 -500	-28%	-$46.8K	0.02%	169
2019 Q2	$158K	Sell	1,793 -1,710	-49%	-$151K	0.03%	162
2019 Q1	$293K	Buy	3,503 +1,698	+94%	+$142K	0.06%	144
2018 Q4	$135K	Hold	1,805	–	–	0.03%	176
2018 Q3	$128K	Sell	1,805 -400	-18%	-$28.4K	0.03%	192
2018 Q2	$153K	Buy	2,205 +400	+22%	+$27.8K	0.03%	186
2018 Q1	$124K	Buy	1,805 +95	+6%	+$6.53K	0.03%	189
2017 Q4	$126K	Hold	1,710	–	–	0.03%	175
2017 Q3	$120K	Hold	1,710	–	–	0.03%	179
2017 Q2	$119K	Hold	1,710	–	–	0.03%	175
2017 Q1	$115K	Hold	1,710	–	–	0.03%	172
2016 Q4	$108K	Hold	1,710	–	–	0.03%	163
2016 Q3	$110K	Hold	1,710	–	–	0.03%	160
2016 Q2	$120K	Buy	+1,710	New	+$120K	0.04%	177
2013 Q4	–	Sell	-41	Closed	-$2K	–	522
2013 Q3	$2K	Buy	+41	New	+$2K	﹤0.01%	445