Wealthspire Advisors (New York)’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 | $1.69M | Buy |
16,258
+847
| +5% | +$87.9K | 0.01% | 301 |
|
|
2025
Q1 | $1.68M | Buy |
15,411
+47
| +0.3% | +$5.14K | 0.01% | 299 |
|
|
2024
Q4 | $1.42M | Sell |
15,364
-971
| -6% | -$89.6K | 0.01% | 304 |
|
|
2024
Q3 | $1.68M | Buy |
16,335
+235
| +1% | +$24.1K | 0.02% | 279 |
|
|
2024
Q2 | $1.41M | Buy |
16,100
+256
| +2% | +$22.5K | 0.02% | 256 |
|
|
2024
Q1 | $1.36M | Sell |
15,844
-528
| -3% | -$45.5K | 0.02% | 261 |
|
|
2023
Q4 | $1.33M | Buy |
16,372
+3,879
| +31% | +$315K | 0.02% | 263 |
|
|
2023
Q3 | $940K | Sell |
12,493
-532
| -4% | -$40K | 0.02% | 290 |
|
|
2023
Q2 | $1.1M | Buy |
13,025
+163
| +1% | +$13.7K | 0.02% | 233 |
|
|
2023
Q1 | $1.17M | Sell |
12,862
-506
| -4% | -$46K | 0.02% | 224 |
|
|
2022
Q4 | $1.27M | Buy |
13,368
+1,068
| +9% | +$101K | 0.02% | 215 |
|
|
2022
Q3 | $1.06M | Sell |
12,300
-1,844
| -13% | -$159K | 0.02% | 218 |
|
|
2022
Q2 | $1.36M | Buy |
14,144
+2,016
| +17% | +$193K | 0.03% | 182 |
|
|
2022
Q1 | $1.21M | Buy |
12,128
+2,250
| +23% | +$224K | 0.03% | 173 |
|
|
2021
Q4 | $879K | Buy |
9,878
+863
| +10% | +$76.8K | 0.02% | 245 |
|
|
2021
Q3 | $732K | Sell |
9,015
-151
| -2% | -$12.3K | 0.02% | 294 |
|
|
2021
Q2 | $775K | Sell |
9,166
-3,672
| -29% | -$310K | 0.02% | 183 |
|
|
2021
Q1 | $1.09M | Buy |
12,838
+3,380
| +36% | +$286K | 0.03% | 250 |
|
|
2020
Q4 | $788K | Buy |
9,458
+6,372
| +206% | +$531K | 0.02% | 237 |
|
|
2020
Q3 | $252K | Buy |
3,086
+303
| +11% | +$24.7K | 0.02% | 260 |
|
|
2020
Q2 | $222K | Sell |
2,783
-6,174
| -69% | -$493K | 0.02% | 243 |
|
|
2020
Q1 | $716K | Buy |
+8,957
| New | +$716K | 0.03% | 244 |
|
|
2019
Q1 | – | Sell |
-296
| Closed | -$22K | – | 64 |
|
|
2018
Q4 | $22K | Buy |
+296
| New | +$22K | ﹤0.01% | 317 |
|