Valeo Financial Advisors’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 | $1.28M | Sell |
12,339
-592
| -5% | -$61.4K | 0.03% | 241 |
|
|
2025
Q1 | $1.41M | Sell |
12,931
-505
| -4% | -$55.2K | 0.04% | 201 |
|
|
2024
Q4 | $1.24M | Sell |
13,436
-251
| -2% | -$23.2K | 0.03% | 209 |
|
|
2024
Q3 | $1.4M | Sell |
13,687
-1,135
| -8% | -$116K | 0.04% | 199 |
|
|
2024
Q2 | $1.3M | Sell |
14,822
-1,493
| -9% | -$131K | 0.04% | 199 |
|
|
2024
Q1 | $1.41M | Sell |
16,315
-2,322
| -12% | -$201K | 0.05% | 187 |
|
|
2023
Q4 | $1.51M | Buy |
18,637
+11,642
| +166% | +$946K | 0.06% | 170 |
|
|
2023
Q3 | $526K | Buy |
6,995
+756
| +12% | +$56.9K | 0.02% | 319 |
|
|
2023
Q2 | $525K | Buy |
6,239
+421
| +7% | +$35.5K | 0.02% | 305 |
|
|
2023
Q1 | $529K | Buy |
5,818
+2,297
| +65% | +$209K | 0.03% | 323 |
|
|
2022
Q4 | $334K | Buy |
3,521
+1,094
| +45% | +$104K | 0.02% | 360 |
|
|
2022
Q3 | $210K | Sell |
2,427
-232
| -9% | -$20.1K | 0.01% | 423 |
|
|
2022
Q2 | $255K | Sell |
2,659
-261
| -9% | -$25K | 0.02% | 383 |
|
|
2022
Q1 | $291K | Buy |
2,920
+219
| +8% | +$21.8K | 0.01% | 430 |
|
|
2021
Q4 | $240K | Sell |
2,701
-160
| -6% | -$14.2K | 0.01% | 452 |
|
|
2021
Q3 | $232K | Buy |
2,861
+243
| +9% | +$19.7K | 0.01% | 437 |
|
|
2021
Q2 | $221K | Buy |
2,618
+3
| +0.1% | +$253 | 0.01% | 399 |
|
|
2021
Q1 | $221K | Buy |
2,615
+6
| +0.2% | +$507 | 0.01% | 409 |
|
|
2020
Q4 | $217K | Buy |
2,609
+237
| +10% | +$19.7K | 0.01% | 391 |
|
|
2020
Q3 | $194K | Sell |
2,372
-382
| -14% | -$31.2K | 0.02% | 324 |
|
|
2020
Q2 | $219K | Sell |
2,754
-93
| -3% | -$7.4K | 0.02% | 296 |
|
|
2020
Q1 | $245K | Buy |
2,847
+389
| +16% | +$33.5K | 0.03% | 257 |
|
|
2019
Q4 | $232K | Buy |
2,458
+216
| +10% | +$20.4K | 0.02% | 291 |
|
|
2019
Q3 | $210K | Sell |
2,242
-753
| -25% | -$70.5K | 0.02% | 290 |
|
|
2019
Q2 | $264K | Buy |
2,995
+182
| +6% | +$16K | 0.03% | 237 |
|
|
2019
Q1 | $236K | Buy |
2,813
+887
| +46% | +$74.4K | 0.03% | 245 |
|
|
2018
Q4 | $144K | Sell |
1,926
-45
| -2% | -$3.36K | 0.02% | 311 |
|
|
2018
Q3 | $145K | Sell |
1,971
-174
| -8% | -$12.8K | 0.02% | 327 |
|
|
2018
Q2 | $152K | Buy |
2,145
+799
| +59% | +$56.6K | 0.02% | 325 |
|
|
2018
Q1 | $92K | Buy |
1,346
+95
| +8% | +$6.49K | 0.01% | 383 |
|
|
2017
Q4 | $92K | Buy |
1,251
+1,219
| +3,809% | +$89.6K | 0.02% | 353 |
|
|
2017
Q3 | $2K | Buy |
+32
| New | +$2K | ﹤0.01% | 993 |
|