Westside Investment Management’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 | $166K | Buy |
1,600
+178
| +13% | +$18.5K | 0.03% | 276 |
|
|
2025
Q1 | $155K | Hold |
1,422
| – | – | 0.03% | 257 |
|
|
2024
Q4 | $131K | Buy |
1,422
+114
| +9% | +$10.5K | 0.03% | 275 |
|
|
2024
Q3 | $134K | Sell |
1,308
-29
| -2% | -$2.98K | 0.03% | 282 |
|
|
2024
Q2 | $117K | Hold |
1,337
| – | – | 0.03% | 286 |
|
|
2024
Q1 | $115K | Hold |
1,337
| – | – | 0.03% | 280 |
|
|
2023
Q4 | $109K | Hold |
1,337
| – | – | 0.03% | 269 |
|
|
2023
Q3 | $101K | Hold |
1,337
| – | – | 0.03% | 273 |
|
|
2023
Q2 | $113K | Hold |
1,337
| – | – | 0.03% | 261 |
|
|
2023
Q1 | $122K | Hold |
1,337
| – | – | 0.04% | 251 |
|
|
2022
Q4 | $126 | Hold |
1,337
| – | – | ﹤0.01% | 348 |
|
|
2022
Q3 | $115 | Hold |
1,337
| – | – | ﹤0.01% | 348 |
|
|
2022
Q2 | $128 | Hold |
1,337
| – | – | ﹤0.01% | 338 |
|
|
2022
Q1 | $133 | Hold |
1,337
| – | – | ﹤0.01% | 343 |
|
|
2021
Q4 | $118 | Hold |
1,337
| – | – | ﹤0.01% | 339 |
|
|
2021
Q3 | $108 | Buy |
1,337
+29
| +2% | +$2 | ﹤0.01% | 336 |
|
|
2021
Q2 | $110 | Buy |
1,308
+72
| +6% | +$6 | ﹤0.01% | 333 |
|
|
2021
Q1 | $104 | Hold |
1,236
| – | – | ﹤0.01% | 326 |
|
|
2020
Q4 | $102 | Hold |
1,236
| – | – | ﹤0.01% | 292 |
|
|
2020
Q3 | $101 | Hold |
1,236
| – | – | ﹤0.01% | 300 |
|
|
2020
Q2 | $98 | Hold |
1,236
| – | – | ﹤0.01% | 275 |
|
|
2020
Q1 | $98 | Buy |
+1,236
| New | +$98 | ﹤0.01% | 278 |
|
|
2019
Q2 | $108 | Buy |
+1,236
| New | +$108 | ﹤0.01% | 242 |
|
|
2018
Q4 | $92.4K | Sell |
1,236
-77
| -6% | -$5.76K | 0.03% | 220 |
|
|
2018
Q3 | $93.1K | Hold |
1,313
| – | – | 0.03% | 209 |
|
|
2018
Q2 | $92K | Hold |
1,313
| – | – | 0.03% | 239 |
|
|
2018
Q1 | $89.7K | Hold |
1,313
| – | – | 0.05% | 224 |
|
|
2017
Q4 | $93.8K | Hold |
1,313
| – | – | 0.05% | 225 |
|
|
2017
Q3 | $94.2K | Hold |
1,313
| – | – | 0.06% | 206 |
|
|
2017
Q2 | $90.5K | Hold |
1,313
| – | – | 0.06% | 206 |
|
|
2017
Q1 | $89.1K | Hold |
1,313
| – | – | 0.04% | 201 |
|
|
2016
Q4 | $83K | Buy |
+1,313
| New | +$83K | 0.06% | 154 |
|