Washington Trust’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 | $232K | Buy |
2,240
+257
| +13% | +$26.7K | 0.01% | 250 |
|
|
2025
Q1 | $217K | Hold |
1,983
| – | – | 0.01% | 247 |
|
|
2024
Q4 | $183K | Hold |
1,983
| – | – | 0.01% | 276 |
|
|
2024
Q3 | $203K | Sell |
1,983
-300
| -13% | -$30.8K | 0.01% | 280 |
|
|
2024
Q2 | $200K | Buy |
2,283
+638
| +39% | +$56K | 0.01% | 283 |
|
|
2024
Q1 | $142K | Buy |
1,645
+55
| +3% | +$4.74K | 0.01% | 306 |
|
|
2023
Q4 | $129K | Buy |
1,590
+10
| +0.6% | +$812 | 0.01% | 303 |
|
|
2023
Q3 | $119K | Hold |
1,580
| – | – | 0.01% | 288 |
|
|
2023
Q2 | $133K | Sell |
1,580
-563
| -26% | -$47.4K | 0.01% | 291 |
|
|
2023
Q1 | $195K | Sell |
2,143
-1,235
| -37% | -$112K | 0.01% | 254 |
|
|
2022
Q4 | $321K | Hold |
3,378
| – | – | 0.01% | 212 |
|
|
2022
Q3 | $292K | Buy |
3,378
+79
| +2% | +$6.83K | 0.01% | 205 |
|
|
2022
Q2 | $316K | Sell |
3,299
-4
| -0.1% | -$383 | 0.01% | 200 |
|
|
2022
Q1 | $330K | Sell |
3,303
-507
| -13% | -$50.7K | 0.01% | 210 |
|
|
2021
Q4 | $339K | Sell |
3,810
-400
| -10% | -$35.6K | 0.01% | 209 |
|
|
2021
Q3 | $342K | Hold |
4,210
| – | – | 0.01% | 248 |
|
|
2021
Q2 | $357K | Sell |
4,210
-39
| -0.9% | -$3.31K | 0.01% | 243 |
|
|
2021
Q1 | $360K | Buy |
4,249
+485
| +13% | +$41.1K | 0.01% | 232 |
|
|
2020
Q4 | $313K | Buy |
3,764
+1,235
| +49% | +$103K | 0.01% | 232 |
|
|
2020
Q3 | $207K | Buy |
2,529
+196
| +8% | +$16K | 0.01% | 260 |
|
|
2020
Q2 | $185K | Sell |
2,333
-1,551
| -40% | -$123K | 0.01% | 241 |
|
|
2020
Q1 | $311K | Buy |
+3,884
| New | +$311K | 0.01% | 219 |
|
|
2018
Q3 | – | Sell |
-2,055
| Closed | -$142K | – | 245 |
|
|
2018
Q2 | $142K | Buy |
+2,055
| New | +$142K | 0.01% | 267 |
|