Wealth Quarterback’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 | $234K | Sell |
2,254
-162
| -7% | -$16.8K | 0.11% | 128 |
|
2025
Q1 | $264K | Buy |
2,416
+12
| +0.5% | +$1.31K | 0.15% | 109 |
|
2024
Q4 | $222K | Buy |
2,404
+14
| +0.6% | +$1.29K | 0.1% | 107 |
|
2024
Q3 | $245K | Buy |
2,390
+11
| +0.5% | +$1.13K | 0.13% | 108 |
|
2024
Q2 | $209K | Sell |
2,379
-65
| -3% | -$5.7K | 0.12% | 113 |
|
2024
Q1 | $210K | Sell |
2,444
-247
| -9% | -$21.3K | 0.12% | 110 |
|
2023
Q4 | $219K | Buy |
+2,691
| New | +$219K | 0.13% | 107 |
|
2023
Q3 | – | Sell |
-2,615
| Closed | -$220K | – | 112 |
|
2023
Q2 | $220K | Buy |
2,615
+415
| +19% | +$34.9K | 0.15% | 103 |
|
2023
Q1 | $200K | Buy |
2,200
+19
| +0.9% | +$1.73K | 0.17% | 112 |
|
2022
Q4 | $207K | Buy |
+2,181
| New | +$207K | 0.17% | 102 |
|
2021
Q3 | $147K | Buy |
19,973
+17,765
| +805% | +$131K | 0.1% | 131 |
|
2021
Q2 | $187K | Buy |
+2,208
| New | +$187K | 0.11% | 116 |
|
2020
Q2 | – | Sell |
-1,877
| Closed | -$150K | – | 123 |
|
2020
Q1 | $150K | Sell |
1,877
-28,951
| -94% | -$2.32M | 0.14% | 125 |
|
2019
Q4 | $159K | Buy |
+30,828
| New | +$159K | 0.14% | 125 |
|