XML Financial’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 | $245K | Buy |
2,360
+125
| +6% | +$13K | 0.02% | 326 |
|
2025
Q1 | $244K | Sell |
2,235
-733
| -25% | -$80.1K | 0.02% | 310 |
|
2024
Q4 | $274K | Buy |
2,968
+47
| +2% | +$4.33K | 0.03% | 300 |
|
2024
Q3 | $300K | Buy |
2,921
+106
| +4% | +$10.9K | 0.03% | 290 |
|
2024
Q2 | $247K | Buy |
2,815
+6
| +0.2% | +$527 | 0.02% | 296 |
|
2024
Q1 | $242K | Sell |
2,809
-193
| -6% | -$16.6K | 0.02% | 303 |
|
2023
Q4 | $244K | Buy |
3,002
+211
| +8% | +$17.1K | 0.03% | 290 |
|
2023
Q3 | $210K | Buy |
2,791
+5
| +0.2% | +$376 | 0.03% | 295 |
|
2023
Q2 | $235K | Buy |
+2,786
| New | +$235K | 0.03% | 302 |
|
2020
Q1 | – | Sell |
-2,888
| Closed | -$273K | – | 171 |
|
2019
Q4 | $273K | Buy |
+2,888
| New | +$273K | 0.1% | 142 |
|