Wolff Financial 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	$826K	Sell	7,956 -1,168	-13%	-$121K	0.21%	46
2025 Q1	$997K	Hold	9,124	–	–	0.28%	40
2024 Q4	$842K	Hold	9,124	–	–	0.23%	43
2024 Q3	$936K	Hold	9,124	–	–	0.25%	43
2024 Q2	$801K	Hold	9,124	–	–	0.59%	16
2024 Q1	$786K	Hold	9,124	–	–	0.23%	49
2023 Q4	$741K	Hold	9,124	–	–	0.23%	51
2023 Q3	$686K	Buy	+9,124	New	+$686K	0.23%	52
2023 Q2	–	Sell	-9,124	Closed	-$830K	–	37
2023 Q1	$830K	Hold	9,124	–	–	0.29%	47
2022 Q4	$866K	Hold	9,124	–	–	0.32%	48
2022 Q3	$788K	Hold	9,124	–	–	0.36%	49
2022 Q2	$875K	Hold	9,124	–	–	0.39%	47
2022 Q1	$910K	Hold	9,124	–	–	0.36%	49
2021 Q4	$812K	Buy	+9,124	New	+$812K	0.31%	51
2021 Q1	$773K	Buy	9,124 +1,180	+15%	+$100K	0.35%	48
2020 Q4	$661K	Hold	7,944	–	–	0.35%	47
2020 Q3	$649K	Hold	7,944	–	–	0.39%	46
2020 Q2	$633K	Hold	7,944	–	–	0.4%	47
2020 Q1	$635K	Hold	7,944	–	–	0.48%	42
2019 Q4	$751K	Hold	7,944	–	–	0.5%	39
2019 Q3	$744K	Buy	7,944 +661	+9%	+$61.9K	0.54%	37
2019 Q2	$641K	Hold	7,283	–	–	0.49%	43
2019 Q1	$610K	Hold	7,283	–	–	0.51%	43
2018 Q4	$544K	Buy	+7,283	New	+$544K	0.53%	43