Angeles Investment Advisors’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-14,664
| Closed | -$583K | – | 92 |
|
|
2024
Q4 | $583K | Sell |
14,664
-405
| -3% | -$16.1K | 0.03% | 77 |
|
|
2024
Q3 | $668K | Hold |
15,069
| – | – | 0.03% | 70 |
|
|
2024
Q2 | $577K | Sell |
15,069
-2,685
| -15% | -$103K | 0.03% | 88 |
|
|
2024
Q1 | $686K | Buy |
17,754
+1,998
| +13% | +$77.2K | 0.04% | 72 |
|
|
2023
Q4 | $578K | Buy |
15,756
+1,093
| +7% | +$40.1K | 0.03% | 83 |
|
|
2023
Q3 | $501K | Buy |
14,663
+27
| +0.2% | +$923 | 0.04% | 78 |
|
|
2023
Q2 | $569K | Buy |
14,636
+3,987
| +37% | +$155K | 0.05% | 55 |
|
|
2023
Q1 | $427K | Buy |
10,649
+3,243
| +44% | +$130K | 0.04% | 74 |
|
|
2022
Q4 | $311K | Buy |
+7,406
| New | +$311K | 0.03% | 81 |
|