AFG
Albion Financial Group’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.54M | Buy |
62,760
+809
| +1% | +$84.3K | 0.43% | 58 |
|
|
2025
Q1 | $6.75M | Buy |
61,951
+5,548
| +10% | +$605K | 0.48% | 53 |
|
|
2024
Q4 | $5.3M | Buy |
56,403
+74
| +0.1% | +$6.96K | 0.36% | 54 |
|
|
2024
Q3 | $5.42M | Buy |
56,329
+1,940
| +4% | +$187K | 0.38% | 57 |
|
|
2024
Q2 | $4.27M | Buy |
54,389
+2,710
| +5% | +$213K | 0.32% | 60 |
|
|
2024
Q1 | $4.24M | Buy |
51,679
+1,087
| +2% | +$89.3K | 0.33% | 61 |
|
|
2023
Q4 | $4.26M | Sell |
50,592
-176
| -0.3% | -$14.8K | 0.35% | 57 |
|
|
2023
Q3 | $4.09M | Buy |
50,768
+8,674
| +21% | +$699K | 0.38% | 54 |
|
|
2023
Q2 | $3.71M | Sell |
42,094
-445
| -1% | -$39.3K | 0.33% | 62 |
|
|
2023
Q1 | $4.03M | Sell |
42,539
-1,546
| -4% | -$147K | 0.37% | 58 |
|
|
2022
Q4 | $4.13M | Sell |
44,085
-439
| -1% | -$41.2K | 0.4% | 54 |
|
|
2022
Q3 | $3.98M | Buy |
44,524
+216
| +0.5% | +$19.3K | 0.41% | 53 |
|
|
2022
Q2 | $4.46M | Buy |
44,308
+1,926
| +5% | +$194K | 0.44% | 52 |
|
|
2022
Q1 | $4.23M | Sell |
42,382
-3,415
| -7% | -$341K | 0.36% | 59 |
|
|
2021
Q4 | $4.45M | Buy |
45,797
+14
| +0% | +$1.36K | 0.35% | 60 |
|
|
2021
Q3 | $4.04M | Buy |
45,783
+665
| +1% | +$58.7K | 0.35% | 62 |
|
|
2021
Q2 | $4.01M | Buy |
+45,118
| New | +$4.01M | 0.35% | 63 |
|
|
2020
Q4 | $3.78M | Buy |
41,071
+10
| +0% | +$920 | 0.37% | 58 |
|
|
2020
Q3 | $3.98M | Buy |
41,061
+543
| +1% | +$52.6K | 0.43% | 53 |
|
|
2020
Q2 | $3.55M | Buy |
40,518
+120
| +0.3% | +$10.5K | 0.42% | 51 |
|
|
2020
Q1 | $3.56M | Buy |
40,398
+238
| +0.6% | +$21K | 0.52% | 42 |
|
|
2019
Q4 | $3.7M | Buy |
40,160
+854
| +2% | +$78.8K | 0.44% | 55 |
|
|
2019
Q3 | $3.74M | Sell |
39,306
-102
| -0.3% | -$9.7K | 0.48% | 50 |
|
|
2019
Q2 | $3.29M | Buy |
39,408
+662
| +2% | +$55.2K | 0.42% | 52 |
|
|
2019
Q1 | $3.06M | Buy |
38,746
+1,172
| +3% | +$92.7K | 0.42% | 51 |
|
|
2018
Q4 | $2.6M | Buy |
+37,574
| New | +$2.6M | 0.41% | 53 |
|