USA Financial Formulas’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
2026 Q1	$984K	Sell	7,510 -7,278	-49%	-$911K	0.19%	31
2025 Q4	$1.71M	Buy	14,788 +13,853	+1,482%	+$1.64M	0.31%	23
2025 Q3	$105K	Sell	935 -28,396	-97%	-$3.11M	0.02%	194
2025 Q2	$3.04M	Buy	+29,331	New	+$3.05M	0.52%	21
2024 Q4	–	Sell	-13,805	Closed	-$1.42M	–	289
2024 Q3	$1.42M	Buy	13,805 +12,892	+1,412%	+$1.26M	0.22%	31
2024 Q2	$80.1K	Buy	913 +896	+5,271%	+$78.4K	0.01%	197
2024 Q1	$1.46K	Sell	17 -1,284	-99%	-$104K	﹤0.01%	296
2023 Q4	$106K	Buy	1,301 +1,176	+941%	+$91.3K	0.02%	162
2023 Q3	$9.4K	Sell	125 -5	-4%	-$407	0.01%	230
2023 Q2	$10.9K	Hold	130	–	–	0.02%	198
2023 Q1	$11.8K	Buy	+130	New	+$11.9K	0.02%	154
2022 Q3	$3.32M	Buy	38,423 +2,215	+6%	+$219K	5.24%	2
2022 Q2	$3.47M	Buy	36,208 +4,616	+15%	+$457K	4.34%	4
2022 Q1	$3.15M	Buy	31,592 +31,444	+21,246%	+$2.87M	3.37%	6
2021 Q4	$13K	Buy	148 +117	+377%	+$9.87K	0.01%	181
2021 Q3	$3K	Sell	31 -2	-6%	-$175	﹤0.01%	288
2021 Q2	$3K	Hold	33	–	–	﹤0.01%	282
2021 Q1	$3K	Sell	33 -27	-45%	-$2.18K	﹤0.01%	245
2020 Q4	$5K	Buy	60 +40	+200%	+$3.47K	﹤0.01%	197
2020 Q3	$2K	Buy	20 +15	+300%	+$1.24K	﹤0.01%	207
2020 Q2	$0	Hold	5	–	–	﹤0.01%	230
2020 Q1	$0	Sell	5 -2	-29%	-$189	﹤0.01%	200
2019 Q4	$1K	Sell	7 -30,806	-100%	-$2.85M	﹤0.01%	211
2019 Q3	$2.89M	Buy	30,813 +7,794	+34%	+$708K	1.12%	43
2019 Q2	$1.93M	Buy	23,019 +5,809	+34%	+$501K	0.97%	30
2019 Q1	$1.44M	Buy	+17,210	New	+$1.37M	0.91%	31
2016 Q3	–	Sell	-40,560	Closed	-$2.84M	–	224
2016 Q2	$2.84M	Buy	+40,560	New	+$2.65M	0.78%	42