Valley National Advisers’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 | $76K | Buy |
737
+6
| +0.8% | +$619 | 0.01% | 333 |
|
|
2025
Q1 | $79K | Buy |
731
+4
| +0.6% | +$432 | 0.01% | 318 |
|
|
2024
Q4 | $67K | Buy |
727
+1
| +0.1% | +$92 | 0.01% | 322 |
|
|
2024
Q3 | $74K | Sell |
726
-208
| -22% | -$21.2K | 0.01% | 311 |
|
|
2024
Q2 | $81K | Sell |
934
-17
| -2% | -$1.47K | 0.01% | 332 |
|
|
2024
Q1 | $81K | Buy |
951
+40
| +4% | +$3.41K | 0.01% | 339 |
|
|
2023
Q4 | $74K | Buy |
911
+171
| +23% | +$13.9K | 0.01% | 350 |
|
|
2023
Q3 | $56K | Buy |
740
+21
| +3% | +$1.59K | 0.01% | 370 |
|
|
2023
Q2 | $61K | Buy |
719
+2
| +0.3% | +$170 | 0.01% | 367 |
|
|
2023
Q1 | $68K | Buy |
717
+1
| +0.1% | +$95 | 0.01% | 342 |
|
|
2022
Q4 | $69K | Sell |
716
-61
| -8% | -$5.88K | 0.01% | 344 |
|
|
2022
Q3 | $67K | Hold |
777
| – | – | 0.01% | 337 |
|
|
2022
Q2 | $73K | Hold |
777
| – | – | 0.02% | 307 |
|
|
2022
Q1 | $78K | Sell |
777
-65
| -8% | -$6.53K | 0.01% | 309 |
|
|
2021
Q4 | $75K | Buy |
842
+25
| +3% | +$2.23K | 0.01% | 313 |
|
|
2021
Q3 | $66K | Sell |
817
-30
| -4% | -$2.42K | 0.01% | 319 |
|
|
2021
Q2 | $72K | Hold |
847
| – | – | 0.01% | 309 |
|
|
2021
Q1 | $72K | Sell |
847
-106
| -11% | -$9.01K | 0.01% | 304 |
|
|
2020
Q4 | $79K | Hold |
953
| – | – | 0.02% | 276 |
|
|
2020
Q3 | $78K | Buy |
953
+160
| +20% | +$13.1K | 0.02% | 252 |
|
|
2020
Q2 | $63K | Buy |
793
+156
| +24% | +$12.4K | 0.01% | 273 |
|
|
2020
Q1 | $51K | Buy |
637
+212
| +50% | +$17K | 0.01% | 288 |
|
|
2019
Q4 | $40K | Hold |
425
| – | – | 0.01% | 344 |
|
|
2019
Q3 | $40K | Hold |
425
| – | – | 0.01% | 329 |
|
|
2019
Q2 | $37K | Hold |
425
| – | – | 0.01% | 314 |
|
|
2019
Q1 | $36K | Sell |
425
-67
| -14% | -$5.68K | 0.01% | 313 |
|
|
2018
Q4 | $37K | Buy |
492
+67
| +16% | +$5.04K | 0.01% | 282 |
|
|
2018
Q3 | $30K | Hold |
425
| – | – | 0.01% | 303 |
|
|
2018
Q2 | $29K | Hold |
425
| – | – | 0.01% | 300 |
|
|
2018
Q1 | $29K | Hold |
425
| – | – | 0.01% | 292 |
|
|
2017
Q4 | $31K | Sell |
425
-91
| -18% | -$6.64K | 0.01% | 284 |
|
|
2017
Q3 | $36K | Hold |
516
| – | – | 0.01% | 271 |
|
|
2017
Q2 | $36K | Sell |
516
-3
| -0.6% | -$209 | 0.01% | 272 |
|
|
2017
Q1 | $35K | Hold |
519
| – | – | 0.01% | 272 |
|
|
2016
Q4 | $33K | Hold |
519
| – | – | 0.02% | 286 |
|
|
2016
Q3 | $33K | Hold |
519
| – | – | 0.02% | 262 |
|
|
2016
Q2 | $36K | Buy |
519
+246
| +90% | +$17.1K | 0.02% | 257 |
|
|
2016
Q1 | $18K | Hold |
273
| – | – | 0.01% | 314 |
|
|
2015
Q4 | $16K | Hold |
273
| – | – | 0.01% | 321 |
|
|
2015
Q3 | $16K | Hold |
273
| – | – | 0.01% | 317 |
|
|
2015
Q2 | $14K | Hold |
273
| – | – | 0.01% | 346 |
|
|
2015
Q1 | $15K | Hold |
273
| – | – | 0.01% | 326 |
|
|
2014
Q4 | $13K | Buy |
+273
| New | +$13K | 0.01% | 260 |
|