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