Trust Company of Vermont’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 | $224K | Sell |
2,160
-66
| -3% | -$6.85K | 0.01% | 338 |
|
2025
Q1 | $243K | Sell |
2,226
-306
| -12% | -$33.4K | 0.01% | 317 |
|
2024
Q4 | $234K | Buy |
2,532
+100
| +4% | +$9.22K | 0.01% | 325 |
|
2024
Q3 | $250K | Sell |
2,432
-341
| -12% | -$35K | 0.01% | 305 |
|
2024
Q2 | $243K | Buy |
2,773
+311
| +13% | +$27.3K | 0.01% | 297 |
|
2024
Q1 | $212K | Buy |
2,462
+577
| +31% | +$49.7K | 0.01% | 302 |
|
2023
Q4 | $153K | Sell |
1,885
-758
| -29% | -$61.6K | 0.01% | 311 |
|
2023
Q3 | $199K | Sell |
2,643
-135
| -5% | -$10.2K | 0.01% | 294 |
|
2023
Q2 | $234K | Hold |
2,778
| – | – | 0.02% | 292 |
|
2023
Q1 | $253K | Hold |
2,778
| – | – | 0.02% | 289 |
|
2022
Q4 | $264K | Buy |
2,778
+612
| +28% | +$58.1K | 0.02% | 269 |
|
2022
Q3 | $187K | Buy |
2,166
+17
| +0.8% | +$1.47K | 0.01% | 303 |
|
2022
Q2 | $206K | Sell |
2,149
-50
| -2% | -$4.79K | 0.02% | 297 |
|
2022
Q1 | $220K | Hold |
2,199
| – | – | 0.01% | 299 |
|
2021
Q4 | $196K | Buy |
+2,199
| New | +$196K | 0.01% | 321 |
|
2021
Q3 | – | Sell |
-2,183
| Closed | -$185K | – | 307 |
|
2021
Q2 | $185K | Buy |
2,183
+251
| +13% | +$21.3K | 0.01% | 312 |
|
2021
Q1 | $164K | Hold |
1,932
| – | – | 0.01% | 323 |
|
2020
Q4 | $161K | Hold |
1,932
| – | – | 0.01% | 320 |
|
2020
Q3 | $158K | Sell |
1,932
-1,003
| -34% | -$82K | 0.01% | 298 |
|
2020
Q2 | $234K | Buy |
2,935
+256
| +10% | +$20.4K | 0.02% | 257 |
|
2020
Q1 | $214K | Sell |
2,679
-140
| -5% | -$11.2K | 0.02% | 269 |
|
2019
Q4 | $267K | Hold |
2,819
| – | – | 0.02% | 277 |
|
2019
Q3 | $264K | Sell |
2,819
-300
| -10% | -$28.1K | 0.02% | 283 |
|
2019
Q2 | $274K | Hold |
3,119
| – | – | 0.02% | 279 |
|
2019
Q1 | $261K | Sell |
3,119
-895
| -22% | -$74.9K | 0.02% | 277 |
|
2018
Q4 | $300K | Buy |
4,014
+86
| +2% | +$6.43K | 0.03% | 250 |
|
2018
Q3 | $279K | Buy |
3,928
+238
| +6% | +$16.9K | 0.02% | 275 |
|
2018
Q2 | $255K | Buy |
3,690
+1,019
| +38% | +$70.4K | 0.02% | 291 |
|
2018
Q1 | $183K | Sell |
2,671
-148
| -5% | -$10.1K | 0.02% | 319 |
|
2017
Q4 | $207K | Sell |
2,819
-250
| -8% | -$18.4K | 0.02% | 316 |
|
2017
Q3 | $215K | Hold |
3,069
| – | – | 0.02% | 312 |
|
2017
Q2 | $213K | Buy |
3,069
+250
| +9% | +$17.4K | 0.02% | 313 |
|
2017
Q1 | $190K | Buy |
2,819
+338
| +14% | +$22.8K | 0.02% | 319 |
|
2016
Q4 | $157K | Sell |
2,481
-97
| -4% | -$6.14K | 0.02% | 339 |
|
2016
Q3 | $165K | Buy |
2,578
+866
| +51% | +$55.4K | 0.02% | 291 |
|
2016
Q2 | $120K | Hold |
1,712
| – | – | 0.02% | 300 |
|
2016
Q1 | $113K | Buy |
1,712
+200
| +13% | +$13.2K | 0.02% | 306 |
|
2015
Q4 | $88K | Hold |
1,512
| – | – | 0.01% | 326 |
|
2015
Q3 | $86K | Hold |
1,512
| – | – | 0.01% | 323 |
|
2015
Q2 | $80K | Hold |
1,512
| – | – | 0.01% | 339 |
|
2015
Q1 | $85K | Sell |
1,512
-50
| -3% | -$2.81K | 0.01% | 328 |
|
2014
Q4 | $95K | Sell |
1,562
-162
| -9% | -$9.85K | 0.01% | 317 |
|
2014
Q3 | $90K | Hold |
1,724
| – | – | 0.01% | 321 |
|
2014
Q2 | $96K | Sell |
1,724
-1
| -0.1% | -$56 | 0.01% | 296 |
|
2014
Q1 | $87K | Hold |
1,725
| – | – | 0.01% | 303 |
|
2013
Q4 | $81K | Hold |
1,725
| – | – | 0.01% | 298 |
|
2013
Q3 | $75K | Hold |
1,725
| – | – | 0.01% | 294 |
|
2013
Q2 | $77K | Buy |
+1,725
| New | +$77K | 0.02% | 291 |
|