Umpqua Bank’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 | $425K | Buy |
4,084
+761
| +23% | +$79.1K | 0.13% | 124 |
|
|
2025
Q1 | $363K | Buy |
3,323
+152
| +5% | +$16.6K | 0.13% | 118 |
|
|
2024
Q4 | $300K | Buy |
3,171
+82
| +3% | +$7.75K | 0.1% | 130 |
|
|
2024
Q3 | $317K | Buy |
3,089
+148
| +5% | +$15.2K | 0.12% | 124 |
|
|
2024
Q2 | $258K | Buy |
2,941
+468
| +19% | +$41.1K | 0.1% | 129 |
|
|
2024
Q1 | $213K | Buy |
+2,473
| New | +$213K | 0.09% | 141 |
|