Washington Trust 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 | $18.7K | Hold |
180
| – | – | ﹤0.01% | 407 |
|
|
2025
Q1 | $19.7K | Hold |
180
| – | – | ﹤0.01% | 397 |
|
|
2024
Q4 | $16.6K | Hold |
180
| – | – | ﹤0.01% | 422 |
|
|
2024
Q3 | $18.5K | Hold |
180
| – | – | ﹤0.01% | 415 |
|
|
2024
Q2 | $15.8K | Hold |
180
| – | – | ﹤0.01% | 422 |
|
|
2024
Q1 | $15.5K | Hold |
180
| – | – | ﹤0.01% | 425 |
|
|
2023
Q4 | $14.6K | Sell |
180
-1,679
| -90% | -$136K | ﹤0.01% | 429 |
|
|
2023
Q3 | $140K | Sell |
1,859
-1,048
| -36% | -$78.8K | 0.01% | 212 |
|
|
2023
Q2 | $245K | Sell |
2,907
-497
| -15% | -$41.8K | 0.02% | 164 |
|
|
2023
Q1 | $310K | Buy |
3,404
+774
| +29% | +$70.4K | 0.03% | 148 |
|
|
2022
Q4 | $250K | Buy |
2,630
+1,595
| +154% | +$151K | 0.03% | 161 |
|
|
2022
Q3 | $89K | Hold |
1,035
| – | – | 0.01% | 297 |
|
|
2022
Q2 | $99K | Sell |
1,035
-140
| -12% | -$13.4K | 0.01% | 291 |
|
|
2022
Q1 | $117K | Sell |
1,175
-59
| -5% | -$5.88K | 0.01% | 309 |
|
|
2021
Q4 | $109K | Buy |
+1,234
| New | +$109K | 0.01% | 351 |
|