West Oak Capital’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	$374	Hold	360	–	–	0.01%	181
2025 Q1	$393	Hold	360	–	–	0.02%	184
2024 Q4	$332K	Hold	360	–	–	0.01%	192
2024 Q3	$369	Hold	360	–	–	0.01%	193
2024 Q2	$31.6K	Hold	360	–	–	0.01%	199
2024 Q1	$31K	Hold	360	–	–	0.01%	193
2023 Q4	$29K	Hold	360	–	–	0.01%	194
2023 Q3	$27K	Hold	360	–	–	0.01%	194
2023 Q2	$30.3K	Hold	360	–	–	0.01%	188
2023 Q1	$32.8K	Hold	360	–	–	0.02%	183
2022 Q4	$34K	Hold	360	–	–	0.02%	170
2022 Q3	$31K	Hold	360	–	–	0.02%	181
2022 Q2	$35K	Buy	360 +80	+29%	+$7.78K	0.02%	183
2022 Q1	$28K	Hold	280	–	–	0.01%	202
2021 Q4	$25K	Hold	280	–	–	0.01%	217
2021 Q3	$23K	Hold	280	–	–	0.01%	232
2021 Q2	$24K	Sell	280 -75	-21%	-$6.43K	0.01%	226
2021 Q1	$30K	Sell	355 -225	-39%	-$19K	0.01%	205
2020 Q4	$48K	Sell	580 -225	-28%	-$18.6K	0.02%	178
2020 Q3	$66K	Sell	805 -341	-30%	-$28K	0.04%	157
2020 Q2	$91K	Hold	1,146	–	–	0.05%	138
2020 Q1	$92K	Hold	1,146	–	–	0.06%	134
2019 Q4	$108K	Hold	1,146	–	–	0.06%	138
2019 Q3	$107K	Buy	1,146 +525	+85%	+$49K	0.06%	132
2019 Q2	$55K	Hold	621	–	–	0.03%	172
2019 Q1	$52K	Hold	621	–	–	0.03%	172
2018 Q4	$46.4K	Hold	621	–	–	0.03%	169
2018 Q3	$44K	Hold	621	–	–	0.03%	185
2018 Q2	$43K	Hold	621	–	–	0.03%	185
2018 Q1	$42.6K	Hold	621	–	–	0.03%	193
2017 Q4	$45.7K	Hold	621	–	–	0.03%	172
2017 Q3	$43.6K	Hold	621	–	–	0.03%	193
2017 Q2	$43.1K	Hold	621	–	–	0.03%	198
2017 Q1	$41.7K	Buy	+621	New	+$41.7K	0.03%	195