USA Financial Formulas’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 | $3.04M | Buy |
+29,331
| New | +$3.04M | 0.52% | 21 |
|
|
2024
Q4 | – | Sell |
-13,805
| Closed | -$1.42M | – | 289 |
|
|
2024
Q3 | $1.42M | Buy |
13,805
+12,892
| +1,412% | +$1.32M | 0.22% | 31 |
|
|
2024
Q2 | $80.1K | Buy |
913
+896
| +5,271% | +$78.6K | 0.01% | 197 |
|
|
2024
Q1 | $1.46K | Sell |
17
-1,284
| -99% | -$111K | ﹤0.01% | 296 |
|
|
2023
Q4 | $106K | Buy |
1,301
+1,176
| +941% | +$95.5K | 0.02% | 162 |
|
|
2023
Q3 | $9.4K | Sell |
125
-5
| -4% | -$376 | 0.01% | 230 |
|
|
2023
Q2 | $10.9K | Hold |
130
| – | – | 0.02% | 198 |
|
|
2023
Q1 | $11.8K | Buy |
+130
| New | +$11.8K | 0.02% | 154 |
|
|
2022
Q3 | $3.32M | Buy |
38,423
+2,215
| +6% | +$192K | 5.24% | 2 |
|
|
2022
Q2 | $3.47M | Buy |
36,208
+4,616
| +15% | +$443K | 4.34% | 4 |
|
|
2022
Q1 | $3.15M | Buy |
31,592
+31,444
| +21,246% | +$3.14M | 3.37% | 6 |
|
|
2021
Q4 | $13K | Buy |
148
+117
| +377% | +$10.3K | 0.01% | 181 |
|
|
2021
Q3 | $3K | Sell |
31
-2
| -6% | -$194 | ﹤0.01% | 288 |
|
|
2021
Q2 | $3K | Hold |
33
| – | – | ﹤0.01% | 282 |
|
|
2021
Q1 | $3K | Sell |
33
-27
| -45% | -$2.46K | ﹤0.01% | 245 |
|
|
2020
Q4 | $5K | Buy |
60
+40
| +200% | +$3.33K | ﹤0.01% | 197 |
|
|
2020
Q3 | $2K | Buy |
20
+15
| +300% | +$1.5K | ﹤0.01% | 207 |
|
|
2020
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 230 |
|
|
2020
Q1 | $0 | Sell |
5
-2
| -29% | – | ﹤0.01% | 200 |
|
|
2019
Q4 | $1K | Sell |
7
-30,806
| -100% | -$4.4M | ﹤0.01% | 211 |
|
|
2019
Q3 | $2.89M | Buy |
30,813
+7,794
| +34% | +$730K | 1.12% | 43 |
|
|
2019
Q2 | $1.93M | Buy |
23,019
+5,809
| +34% | +$487K | 0.97% | 30 |
|
|
2019
Q1 | $1.44M | Buy |
+17,210
| New | +$1.44M | 0.91% | 31 |
|
|
2016
Q3 | – | Sell |
-40,560
| Closed | -$2.84M | – | 224 |
|
|
2016
Q2 | $2.84M | Buy |
+40,560
| New | +$2.84M | 0.78% | 42 |
|