United Capital Financial Advisors’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.42M | Buy |
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|
2025
Q2 | $2.17M | Buy |
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|
2025
Q1 | $2.09M | Buy |
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|
2024
Q4 | $1.72M | Sell |
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|
2024
Q3 | $1.96M | Buy |
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|
2024
Q2 | $1.64M | Buy |
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|
2024
Q1 | $1.59M | Sell |
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|
2023
Q4 | $1.51M | Buy |
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|
2023
Q3 | $744K | Sell |
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|
2023
Q2 | $1.68M | Sell |
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|
2023
Q1 | $1.97M | Sell |
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|
2022
Q4 | $2.49M | Buy |
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|
2022
Q3 | $2.05M | Sell |
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|
2022
Q2 | $2.5M | Buy |
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|
2022
Q1 | $2.59M | Sell |
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|
2021
Q4 | $2.58M | Sell |
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|
2021
Q3 | $2.54M | Sell |
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|
2021
Q2 | $15.4M | Buy |
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|
2021
Q1 | $14.8M | Buy |
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|
2020
Q4 | $13.5M | Sell |
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|
2020
Q3 | $13.4M | Buy |
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|
2020
Q2 | $13M | Buy |
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|
2020
Q1 | $12.1M | Sell |
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|
2019
Q4 | $14.7M | Buy |
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|
2019
Q3 | $14.2M | Sell |
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|
2019
Q2 | $13.6M | Sell |
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|
2019
Q1 | $13M | Buy |
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|
2018
Q4 | $11M | Buy |
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|
2018
Q3 | $10.3M | Buy |
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|
2018
Q2 | $9.96M | Buy |
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|
2018
Q1 | $9.67M | Buy |
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|
2017
Q4 | $10.1M | Sell |
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|
2017
Q3 | $9.92M | Buy |
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|
2017
Q2 | $9.2M | Buy |
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|
2017
Q1 | $8.58M | Sell |
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|
2016
Q4 | $8.08M | Sell |
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|
2016
Q3 | $9.05M | Buy |
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|
2016
Q2 | $8.98M | Sell |
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|
2016
Q1 | $8.62M | Buy |
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|
2015
Q4 | $1.16M | Sell |
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|
2015
Q3 | $1.21M | Sell |
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|
2015
Q2 | $1.43M | Buy |
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|
2015
Q1 | $936K | Buy |
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|
2014
Q4 | $358K | Buy |
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|
2014
Q3 | $262K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $270K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $268K | Buy |
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