Atria Investments’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.1M | Buy |
52,238
+23,959
| +85% | +$965K | 0.02% | 700 |
|
|
2025
Q1 | $1.14M | Buy |
28,279
+13,137
| +87% | +$531K | 0.01% | 943 |
|
|
2024
Q4 | $602K | Sell |
15,142
-2,117
| -12% | -$84.2K | 0.01% | 1232 |
|
|
2024
Q3 | $765K | Sell |
17,259
-2,821
| -14% | -$125K | 0.01% | 1114 |
|
|
2024
Q2 | $768K | Sell |
20,080
-13,819
| -41% | -$529K | 0.01% | 1075 |
|
|
2024
Q1 | $1.31M | Buy |
33,899
+2,634
| +8% | +$102K | 0.02% | 828 |
|
|
2023
Q4 | $1.15M | Buy |
+31,265
| New | +$1.15M | 0.02% | 841 |
|
|
2023
Q2 | – | Sell |
-33,213
| Closed | -$1.33M | – | 841 |
|
|
2023
Q1 | $1.33M | Buy |
33,213
+4,550
| +16% | +$182K | 0.03% | 690 |
|
|
2022
Q4 | $1.2M | Buy |
+28,663
| New | +$1.2M | 0.02% | 690 |
|
|
2019
Q2 | – | Sell |
-7,374
| Closed | -$307K | – | 1004 |
|
|
2019
Q1 | $307K | Sell |
7,374
-6,825
| -48% | -$284K | 0.01% | 695 |
|
|
2018
Q4 | $533K | Sell |
14,199
-54,907
| -79% | -$2.06M | 0.02% | 485 |
|
|
2018
Q3 | $2.57M | Sell |
69,106
-9,219
| -12% | -$343K | 0.1% | 178 |
|
|
2018
Q2 | $2.81M | Sell |
78,325
-14,559
| -16% | -$523K | 0.12% | 157 |
|
|
2018
Q1 | $3.16M | Sell |
92,884
-11,310
| -11% | -$385K | 0.15% | 128 |
|
|
2017
Q4 | $3.19M | Buy |
104,194
+11,662
| +13% | +$357K | 0.16% | 131 |
|
|
2017
Q3 | $2.85M | Buy |
92,532
+2,163
| +2% | +$66.7K | 0.16% | 135 |
|
|
2017
Q2 | $2.64M | Buy |
90,369
+13,188
| +17% | +$385K | 0.16% | 141 |
|
|
2017
Q1 | $2.46M | Buy |
77,181
+22,269
| +41% | +$709K | 0.16% | 134 |
|
|
2016
Q4 | $1.7M | Buy |
+54,912
| New | +$1.7M | 0.13% | 163 |
|