Wellington Shields & Co’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 | $88.2K | Sell |
850
-100
| -11% | -$10.4K | 0.03% | 271 |
|
|
2025
Q1 | $104K | Buy |
+950
| New | +$104K | 0.03% | 250 |
|
|
2024
Q4 | – | Sell |
-700
| Closed | -$71.8K | – | 296 |
|
|
2024
Q3 | $71.8K | Buy |
+700
| New | +$71.8K | 0.02% | 274 |
|
|
2024
Q2 | – | Sell |
-1,050
| Closed | -$90.4K | – | 307 |
|
|
2024
Q1 | $90.4K | Buy |
+1,050
| New | +$90.4K | 0.03% | 253 |
|
|
2023
Q3 | – | Sell |
-1,150
| Closed | -$96.8K | – | 291 |
|
|
2023
Q2 | $96.8K | Hold |
1,150
| – | – | 0.02% | 245 |
|
|
2023
Q1 | $105K | Hold |
1,150
| – | – | 0.02% | 249 |
|
|
2022
Q4 | $109K | Hold |
1,150
| – | – | 0.02% | 245 |
|
|
2022
Q3 | $99K | Hold |
1,150
| – | – | 0.04% | 229 |
|
|
2022
Q2 | $110K | Sell |
1,150
-1,000
| -47% | -$95.7K | 0.03% | 227 |
|
|
2022
Q1 | $215K | Buy |
+2,150
| New | +$215K | 0.07% | 199 |
|
|
2020
Q1 | – | Sell |
-2,194
| Closed | -$207K | – | 158 |
|
|
2019
Q4 | $207K | Buy |
+2,194
| New | +$207K | 0.09% | 162 |
|