Tradition Wealth Management’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 |
-1,968
| Closed | -$215K | – | 461 |
|
|
2025
Q1 | $215K | Buy |
+1,968
| New | +$215K | 0.02% | 397 |
|
|
2024
Q1 | – | Sell |
-372
| Closed | -$30K | – | 407 |
|
|
2023
Q4 | $30K | Buy |
372
+3
| +0.8% | +$242 | ﹤0.01% | 748 |
|
|
2023
Q3 | $28K | Buy |
369
+2
| +0.5% | +$152 | ﹤0.01% | 749 |
|
|
2023
Q2 | $31K | Sell |
367
-55
| -13% | -$4.65K | ﹤0.01% | 750 |
|
|
2023
Q1 | $38K | Buy |
422
+51
| +14% | +$4.59K | ﹤0.01% | 685 |
|
|
2022
Q4 | $35K | Sell |
371
-19
| -5% | -$1.79K | ﹤0.01% | 620 |
|
|
2022
Q3 | $34K | Buy |
390
+3
| +0.8% | +$262 | 0.01% | 615 |
|
|
2022
Q2 | $37K | Buy |
387
+1
| +0.3% | +$96 | 0.01% | 518 |
|
|
2022
Q1 | $38K | Buy |
386
+106
| +38% | +$10.4K | ﹤0.01% | 572 |
|
|
2021
Q4 | $25K | Hold |
280
| – | – | ﹤0.01% | 675 |
|
|
2021
Q3 | $23K | Hold |
280
| – | – | ﹤0.01% | 689 |
|
|
2021
Q2 | $24K | Sell |
280
-1
| -0.4% | -$86 | ﹤0.01% | 713 |
|
|
2021
Q1 | $24K | Buy |
281
+1
| +0.4% | +$85 | ﹤0.01% | 595 |
|
|
2020
Q4 | $23K | Buy |
+280
| New | +$23K | ﹤0.01% | 558 |
|