Trifecta Capital Advisors’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 | $105K | Hold |
1,010
| – | – | 0.02% | 142 |
|
|
2025
Q1 | $110K | Hold |
1,010
| – | – | 0.02% | 103 |
|
|
2024
Q4 | $93.2K | Hold |
1,010
| – | – | 0.02% | 108 |
|
|
2024
Q3 | $104K | Hold |
1,010
| – | – | 0.02% | 107 |
|
|
2024
Q2 | $88.6K | Hold |
1,010
| – | – | 0.02% | 111 |
|
|
2024
Q1 | $87K | Hold |
1,010
| – | – | 0.02% | 115 |
|
|
2023
Q4 | $82K | Hold |
1,010
| – | – | 0.02% | 112 |
|
|
2023
Q3 | $76K | Hold |
1,010
| – | – | 0.02% | 114 |
|
|
2023
Q2 | $85K | Hold |
1,010
| – | – | 0.03% | 114 |
|
|
2023
Q1 | $91.9K | Buy |
1,010
+749
| +287% | +$68.2K | 0.03% | 114 |
|
|
2022
Q4 | $24.8K | Buy |
+261
| New | +$24.8K | 0.01% | 163 |
|