Tradewinds LLC’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 | – | Sell |
-8,128
| Closed | -$888K | – | 88 |
|
|
2025
Q1 | $888K | Sell |
8,128
-43
| -0.5% | -$4.7K | 0.25% | 75 |
|
|
2024
Q4 | $827K | Sell |
8,171
-92
| -1% | -$9.31K | 0.23% | 79 |
|
|
2024
Q3 | $848K | Sell |
8,263
-11
| -0.1% | -$1.13K | 0.26% | 76 |
|
|
2024
Q2 | $726K | Buy |
8,274
+335
| +4% | +$29.4K | 0.22% | 83 |
|
|
2024
Q1 | $684K | Buy |
+7,939
| New | +$684K | 0.33% | 26 |
|
|
2023
Q3 | $611K | Sell |
8,127
-57
| -0.7% | -$4.29K | 0.36% | 46 |
|
|
2023
Q2 | $689K | Buy |
8,184
+136
| +2% | +$11.5K | 0.41% | 44 |
|
|
2023
Q1 | $732K | Buy |
+8,048
| New | +$732K | 0.44% | 39 |
|
|
2022
Q4 | – | Sell |
-7,983
| Closed | -$690K | – | 123 |
|
|
2022
Q3 | $690K | Buy |
7,983
+423
| +6% | +$36.6K | 0.5% | 38 |
|
|
2022
Q2 | $725K | Buy |
+7,560
| New | +$725K | 0.49% | 41 |
|
|
2021
Q4 | $649K | Buy |
+7,988
| New | +$649K | 0.77% | 20 |
|