Trivium Point Advisory’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 | $1.23M | Sell |
11,877
-700
| -6% | -$72.6K | 0.13% | 154 |
|
2025
Q1 | $1.37M | Sell |
12,577
-812
| -6% | -$88.7K | 0.17% | 140 |
|
2024
Q4 | $1.23M | Sell |
13,389
-384
| -3% | -$35.4K | 0.16% | 151 |
|
2024
Q3 | $1.29M | Buy |
13,773
+188
| +1% | +$17.5K | 0.18% | 142 |
|
2024
Q2 | $1.19M | Sell |
13,585
-1,465
| -10% | -$129K | 0.18% | 133 |
|
2024
Q1 | $1.3M | Sell |
15,050
-2,293
| -13% | -$197K | 0.28% | 90 |
|
2023
Q4 | $1.41M | Sell |
17,343
-3,280
| -16% | -$266K | 0.34% | 91 |
|
2023
Q3 | $1.5M | Buy |
20,623
+148
| +0.7% | +$10.8K | 0.41% | 77 |
|
2023
Q2 | $1.72M | Sell |
20,475
-311
| -1% | -$26.2K | 0.47% | 73 |
|
2023
Q1 | $1.89M | Buy |
20,786
+865
| +4% | +$78.7K | 0.51% | 65 |
|
2022
Q4 | $1.92M | Buy |
19,921
+870
| +5% | +$84K | 0.56% | 62 |
|
2022
Q3 | $1.61M | Buy |
19,051
+265
| +1% | +$22.4K | 0.5% | 66 |
|
2022
Q2 | $1.78M | Buy |
18,786
+310
| +2% | +$29.3K | 0.53% | 62 |
|
2022
Q1 | $1.93M | Buy |
18,476
+1,320
| +8% | +$138K | 0.43% | 80 |
|
2021
Q4 | $1.53M | Buy |
17,156
+300
| +2% | +$26.7K | 0.32% | 100 |
|
2021
Q3 | $1.42M | Sell |
16,856
-890
| -5% | -$74.9K | 0.34% | 96 |
|
2021
Q2 | $1.5M | Sell |
17,746
-2,110
| -11% | -$178K | 0.37% | 95 |
|
2021
Q1 | $1.68M | Sell |
19,856
-1,910
| -9% | -$162K | 0.45% | 80 |
|
2020
Q4 | $1.74M | Sell |
21,766
-1,096
| -5% | -$87.6K | 0.5% | 63 |
|
2020
Q3 | $1.87M | Buy |
22,862
+1,476
| +7% | +$121K | 0.66% | 48 |
|
2020
Q2 | $1.76M | Buy |
21,386
+1,050
| +5% | +$86.2K | 0.7% | 50 |
|
2020
Q1 | $1.69M | Buy |
20,336
+96
| +0.5% | +$8K | 0.87% | 39 |
|
2019
Q4 | $1.91M | Buy |
20,240
+120
| +0.6% | +$11.3K | 0.74% | 46 |
|
2019
Q3 | $1.87M | Sell |
20,120
-325
| -2% | -$30.2K | 0.86% | 43 |
|
2019
Q2 | $1.8M | Buy |
20,445
+471
| +2% | +$41.4K | 0.8% | 42 |
|
2019
Q1 | $1.67M | Sell |
19,974
-4,669
| -19% | -$391K | 0.78% | 49 |
|
2018
Q4 | $1.84M | Buy |
+24,643
| New | +$1.84M | 1.12% | 27 |
|