U.S. Capital Wealth 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 | $11.3M | Buy |
108,491
+12,282
| +13% | +$1.27M | 0.33% | 71 |
|
|
2025
Q1 | $10.5M | Buy |
96,209
+225
| +0.2% | +$24.6K | 0.32% | 70 |
|
|
2024
Q4 | $8.85M | Sell |
95,984
-61,485
| -39% | -$5.67M | 0.27% | 73 |
|
|
2024
Q3 | $16.2M | Sell |
157,469
-12,351
| -7% | -$1.27M | 0.57% | 33 |
|
|
2024
Q2 | $14.9M | Buy |
169,820
+23,478
| +16% | +$2.06M | 0.56% | 37 |
|
|
2024
Q1 | $12.6M | Sell |
146,342
-12,780
| -8% | -$1.1M | 0.49% | 44 |
|
|
2023
Q4 | $12.9M | Buy |
159,122
+64,880
| +69% | +$5.27M | 0.51% | 41 |
|
|
2023
Q3 | $7.09M | Sell |
94,242
-8,056
| -8% | -$606K | 0.32% | 70 |
|
|
2023
Q2 | $8.61M | Buy |
102,298
+58,631
| +134% | +$4.94M | 0.41% | 58 |
|
|
2023
Q1 | $3.97M | Sell |
43,667
-1,346
| -3% | -$122K | 0.18% | 116 |
|
|
2022
Q4 | $4.27M | Sell |
45,013
-35,246
| -44% | -$3.35M | 0.2% | 111 |
|
|
2022
Q3 | $6.94M | Buy |
80,259
+128
| +0.2% | +$11.1K | 0.35% | 60 |
|
|
2022
Q2 | $7.69M | Buy |
80,131
+5,509
| +7% | +$529K | 0.34% | 63 |
|
|
2022
Q1 | $7.45M | Buy |
74,622
+12,133
| +19% | +$1.21M | 0.27% | 78 |
|
|
2021
Q4 | $5.56M | Buy |
62,489
+272
| +0.4% | +$24.2K | 0.22% | 103 |
|
|
2021
Q3 | $5.05M | Buy |
+62,217
| New | +$5.05M | 0.22% | 117 |
|