West Family Investments’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 | $256K | Buy |
+2,464
| New | +$256K | 0.07% | 289 |
|
|
2023
Q4 | – | Sell |
-5,133
| Closed | -$386K | – | 238 |
|
|
2023
Q3 | $386K | Buy |
5,133
+783
| +18% | +$58.9K | 0.13% | 119 |
|
|
2023
Q2 | $366K | Buy |
+4,350
| New | +$366K | 0.14% | 129 |
|
|
2023
Q1 | – | Sell |
-3,450
| Closed | -$328K | – | 197 |
|
|
2022
Q4 | $328K | Sell |
3,450
-715
| -17% | -$67.9K | 0.11% | 149 |
|
|
2022
Q3 | $360K | Buy |
4,165
+1,378
| +49% | +$119K | 0.15% | 130 |
|
|
2022
Q2 | $267K | Buy |
2,787
+403
| +17% | +$38.6K | 0.11% | 177 |
|
|
2022
Q1 | $238K | Buy |
+2,384
| New | +$238K | 0.07% | 231 |
|
|
2021
Q4 | – | Sell |
-4,922
| Closed | -$400K | – | 319 |
|
|
2021
Q3 | $400K | Buy |
4,922
+1,246
| +34% | +$101K | 0.1% | 169 |
|
|
2021
Q2 | $311K | Buy |
+3,676
| New | +$311K | 0.08% | 216 |
|