Westwood Holdings Group’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 | $328K | Buy |
3,164
+297
| +10% | +$30.8K | ﹤0.01% | 409 |
|
2025
Q1 | $313K | Sell |
2,867
-16
| -0.6% | -$1.75K | ﹤0.01% | 429 |
|
2024
Q4 | $266K | Buy |
2,883
+114
| +4% | +$10.5K | ﹤0.01% | 455 |
|
2024
Q3 | $284K | Buy |
+2,769
| New | +$284K | ﹤0.01% | 442 |
|
2023
Q2 | – | Sell |
-2,592
| Closed | -$236K | – | 485 |
|
2023
Q1 | $236K | Sell |
2,592
-726
| -22% | -$66.1K | ﹤0.01% | 464 |
|
2022
Q4 | $315K | Sell |
3,318
-193
| -5% | -$18.3K | ﹤0.01% | 458 |
|
2022
Q3 | $303K | Buy |
3,511
+393
| +13% | +$33.9K | ﹤0.01% | 421 |
|
2022
Q2 | $299K | Buy |
3,118
+999
| +47% | +$95.8K | ﹤0.01% | 420 |
|
2022
Q1 | $211K | Buy |
+2,119
| New | +$211K | ﹤0.01% | 445 |
|
2017
Q3 | – | Sell |
-1,111
| Closed | -$77K | – | 425 |
|
2017
Q2 | $77K | Buy |
+1,111
| New | +$77K | ﹤0.01% | 431 |
|