Anchor Investment Management’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $161K | Hold |
4,000
| – | – | 0.01% | 404 |
|
2025
Q1 | $162K | Hold |
4,000
| – | – | 0.02% | 394 |
|
2024
Q4 | $159K | Buy |
4,000
+800
| +25% | +$31.8K | 0.01% | 397 |
|
2024
Q3 | $142K | Hold |
3,200
| – | – | 0.01% | 415 |
|
2024
Q2 | $122K | Sell |
3,200
-15
| -0.5% | -$574 | 0.01% | 412 |
|
2024
Q1 | $124K | Sell |
3,215
-85
| -3% | -$3.28K | 0.01% | 422 |
|
2023
Q4 | $121K | Hold |
3,300
| – | – | 0.01% | 424 |
|
2023
Q3 | $113K | Buy |
3,300
+400
| +14% | +$13.7K | 0.01% | 409 |
|
2023
Q2 | $113K | Sell |
2,900
-200
| -6% | -$7.78K | 0.01% | 409 |
|
2023
Q1 | $124K | Sell |
3,100
-2,000
| -39% | -$80.1K | 0.02% | 406 |
|
2022
Q4 | $214K | Hold |
5,100
| – | – | 0.03% | 328 |
|
2022
Q3 | $189K | Hold |
5,100
| – | – | 0.03% | 348 |
|
2022
Q2 | $196K | Sell |
5,100
-3,696
| -42% | -$142K | 0.03% | 353 |
|
2022
Q1 | $403K | Buy |
8,796
+143
| +2% | +$6.56K | 0.05% | 273 |
|
2021
Q4 | $360K | Buy |
8,653
+1,104
| +15% | +$45.9K | 0.04% | 298 |
|
2021
Q3 | $269K | Buy |
7,549
+4,603
| +156% | +$164K | 0.04% | 314 |
|
2021
Q2 | $110K | Buy |
2,946
+1,004
| +52% | +$37.4K | 0.02% | 446 |
|
2021
Q1 | $67.4K | Buy |
1,942
+304
| +19% | +$10.5K | 0.01% | 477 |
|
2020
Q4 | $50.1K | Sell |
1,638
-245
| -13% | -$7.5K | 0.01% | 465 |
|
2020
Q3 | $54.1K | Sell |
1,883
-896
| -32% | -$25.7K | 0.01% | 427 |
|
2020
Q2 | $108K | Buy |
2,779
+3
| +0.1% | +$116 | 0.02% | 337 |
|
2020
Q1 | $111K | Sell |
2,776
-1,631
| -37% | -$65.4K | 0.03% | 324 |
|
2019
Q4 | $214K | Sell |
4,407
-798
| -15% | -$38.8K | 0.05% | 281 |
|
2019
Q3 | $251K | Buy |
5,205
+3
| +0.1% | +$145 | 0.06% | 255 |
|
2019
Q2 | $223K | Buy |
5,202
+3
| +0.1% | +$128 | 0.05% | 273 |
|
2019
Q1 | $216K | Sell |
5,199
-397
| -7% | -$16.5K | 0.05% | 271 |
|
2018
Q4 | $210K | Sell |
5,596
-3,663
| -40% | -$138K | 0.06% | 263 |
|
2018
Q3 | $344K | Sell |
9,259
-1,698
| -15% | -$63.1K | 0.08% | 226 |
|
2018
Q2 | $393K | Buy |
10,957
+4
| +0% | +$144 | 0.1% | 211 |
|
2018
Q1 | $373K | Sell |
10,953
-97
| -0.9% | -$3.3K | 0.1% | 214 |
|
2017
Q4 | $338K | Sell |
11,050
-1,100
| -9% | -$33.7K | 0.09% | 216 |
|
2017
Q3 | $375K | Buy |
12,150
+1,300
| +12% | +$40.1K | 0.11% | 194 |
|
2017
Q2 | $316K | Buy |
10,850
+100
| +0.9% | +$2.92K | 0.1% | 190 |
|
2017
Q1 | $342K | Hold |
10,750
| – | – | 0.12% | 176 |
|
2016
Q4 | $333K | Hold |
10,750
| – | – | 0.12% | 168 |
|
2016
Q3 | $356K | Hold |
10,750
| – | – | 0.14% | 163 |
|
2016
Q2 | $375K | Buy |
10,750
+4,750
| +79% | +$166K | 0.15% | 158 |
|
2016
Q1 | $216K | Buy |
+6,000
| New | +$216K | 0.09% | 197 |
|