Arkadios Wealth Advisors’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $454K | Sell |
11,273
-2,300
| -17% | -$92.6K | 0.01% | 866 |
|
|
2025
Q1 | $549K | Buy |
13,573
+8,495
| +167% | +$343K | 0.02% | 675 |
|
|
2024
Q4 | $202K | Buy |
+5,078
| New | +$202K | 0.01% | 855 |
|
|
2021
Q4 | – | Sell |
-404
| Closed | -$14K | – | 968 |
|
|
2021
Q3 | $14K | Hold |
404
| – | – | ﹤0.01% | 1342 |
|
|
2021
Q2 | $15K | Buy |
404
+200
| +98% | +$7.43K | ﹤0.01% | 1397 |
|
|
2021
Q1 | $7K | Hold |
204
| – | – | ﹤0.01% | 1281 |
|
|
2020
Q4 | $6K | Hold |
204
| – | – | ﹤0.01% | 1071 |
|
|
2020
Q3 | $6.46K | Sell |
204
-29
| -12% | -$919 | ﹤0.01% | 812 |
|
|
2020
Q2 | $9.53K | Sell |
233
-9
| -4% | -$368 | 0.01% | 689 |
|
|
2020
Q1 | $9.7K | Sell |
242
-5
| -2% | -$200 | 0.01% | 648 |
|
|
2019
Q4 | $12.8K | Buy |
+247
| New | +$12.8K | 0.01% | 538 |
|