Valeo 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 | $1.37M | Sell |
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|
2025
Q2 | $1.28M | Sell |
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|
2025
Q1 | $1.41M | Sell |
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|
2024
Q4 | $1.24M | Sell |
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|
2024
Q3 | $1.4M | Sell |
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|
2024
Q2 | $1.3M | Sell |
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|
2024
Q1 | $1.41M | Sell |
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|
2023
Q4 | $1.51M | Buy |
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|
2023
Q3 | $526K | Buy |
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|
2023
Q2 | $525K | Buy |
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|
2023
Q1 | $529K | Buy |
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|
2022
Q4 | $334K | Buy |
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|
2022
Q3 | $210K | Sell |
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|
2022
Q2 | $255K | Sell |
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|
2022
Q1 | $291K | Buy |
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|
2021
Q4 | $240K | Sell |
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|
2021
Q3 | $232K | Buy |
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|
2021
Q2 | $221K | Buy |
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|
2021
Q1 | $221K | Buy |
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|
2020
Q4 | $217K | Buy |
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|
2020
Q3 | $194K | Sell |
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|
2020
Q2 | $219K | Sell |
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|
2020
Q1 | $245K | Buy |
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|
2019
Q4 | $232K | Buy |
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|
2019
Q3 | $210K | Sell |
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|
2019
Q2 | $264K | Buy |
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|
2019
Q1 | $236K | Buy |
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|
2018
Q4 | $144K | Sell |
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|
2018
Q3 | $145K | Sell |
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|
2018
Q2 | $152K | Buy |
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|
2018
Q1 | $92K | Buy |
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|
2017
Q4 | $92K | Buy |
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|
2017
Q3 | $2K | Buy |
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