Trilogy Capital’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 | $261K | Buy |
+2,518
| New | +$261K | 0.01% | 316 |
|
|
2023
Q1 | – | Sell |
-21,152
| Closed | -$2.01M | – | 241 |
|
|
2022
Q4 | $2.01M | Buy |
21,152
+3,446
| +19% | +$327K | 0.14% | 98 |
|
|
2022
Q3 | $1.53M | Buy |
17,706
+1,297
| +8% | +$112K | 0.14% | 78 |
|
|
2022
Q2 | $1.57M | Buy |
16,409
+2,123
| +15% | +$204K | 0.14% | 70 |
|
|
2022
Q1 | $1.43M | Buy |
+14,286
| New | +$1.43M | 0.1% | 81 |
|
|
2019
Q1 | – | Sell |
-8,253
| Closed | -$617K | – | 126 |
|
|
2018
Q4 | $617K | Sell |
8,253
-575
| -7% | -$43K | 0.08% | 79 |
|
|
2018
Q3 | $626K | Sell |
8,828
-966
| -10% | -$68.5K | 0.08% | 83 |
|
|
2018
Q2 | $678K | Sell |
9,794
-17
| -0.2% | -$1.18K | 0.09% | 65 |
|
|
2018
Q1 | $673K | Buy |
+9,811
| New | +$673K | 0.1% | 62 |
|