United Asset Strategies’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 | $273K | Buy |
2,626
+51
| +2% | +$5.29K | 0.02% | 223 |
|
|
2025
Q1 | $281K | Sell |
2,575
-291
| -10% | -$31.8K | 0.03% | 214 |
|
|
2024
Q4 | $264K | Sell |
2,866
-136
| -5% | -$12.5K | 0.02% | 212 |
|
|
2024
Q3 | $308K | Sell |
3,002
-362
| -11% | -$37.1K | 0.03% | 201 |
|
|
2024
Q2 | $295K | Sell |
3,364
-674
| -17% | -$59.1K | 0.03% | 195 |
|
|
2024
Q1 | $348K | Buy |
+4,038
| New | +$348K | 0.03% | 197 |
|
|
2023
Q4 | – | Sell |
-4,214
| Closed | -$317K | – | 236 |
|
|
2023
Q3 | $317K | Buy |
4,214
+154
| +4% | +$11.6K | 0.04% | 198 |
|
|
2023
Q2 | $342K | Sell |
4,060
-13
| -0.3% | -$1.1K | 0.04% | 192 |
|
|
2023
Q1 | $371K | Sell |
4,073
-371
| -8% | -$33.8K | 0.05% | 187 |
|
|
2022
Q4 | $422K | Buy |
4,444
+833
| +23% | +$79.1K | 0.06% | 186 |
|
|
2022
Q3 | $312K | Buy |
3,611
+147
| +4% | +$12.7K | 0.05% | 178 |
|
|
2022
Q2 | $332K | Buy |
+3,464
| New | +$332K | 0.05% | 174 |
|