Avantax Advisory Services’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.06M | Buy |
51,159
+5,267
| +11% | +$212K | 0.01% | 783 |
|
|
2025
Q1 | $1.85M | Sell |
45,892
-2,434
| -5% | -$98.4K | 0.01% | 774 |
|
|
2024
Q4 | $1.92M | Buy |
48,326
+6,357
| +15% | +$253K | 0.01% | 728 |
|
|
2024
Q3 | $1.86M | Buy |
41,969
+1,320
| +3% | +$58.5K | 0.01% | 733 |
|
|
2024
Q2 | $1.56M | Buy |
40,649
+32,234
| +383% | +$1.23M | 0.01% | 764 |
|
|
2024
Q1 | $325K | Sell |
8,415
-930
| -10% | -$35.9K | ﹤0.01% | 1255 |
|
|
2023
Q4 | $343K | Sell |
9,345
-1,264
| -12% | -$46.3K | ﹤0.01% | 1166 |
|
|
2023
Q3 | $363K | Sell |
10,609
-2,136
| -17% | -$73K | ﹤0.01% | 1088 |
|
|
2023
Q2 | $496K | Sell |
12,745
-172
| -1% | -$6.69K | 0.01% | 946 |
|
|
2023
Q1 | $517K | Sell |
12,917
-248
| -2% | -$9.94K | 0.01% | 900 |
|
|
2022
Q4 | $552K | Buy |
13,165
+700
| +6% | +$29.4K | 0.01% | 815 |
|
|
2022
Q3 | $461K | Sell |
12,465
-2,025
| -14% | -$74.9K | 0.01% | 815 |
|
|
2022
Q2 | $556K | Sell |
14,490
-7,720
| -35% | -$296K | 0.01% | 741 |
|
|
2022
Q1 | $1.02M | Buy |
22,210
+336
| +2% | +$15.4K | 0.01% | 540 |
|
|
2021
Q4 | $910K | Buy |
21,874
+4,851
| +28% | +$202K | 0.01% | 550 |
|
|
2021
Q3 | $608K | Sell |
17,023
-5,926
| -26% | -$212K | 0.01% | 645 |
|
|
2021
Q2 | $855K | Buy |
22,949
+13,775
| +150% | +$513K | 0.02% | 517 |
|
|
2021
Q1 | $318K | Buy |
+9,174
| New | +$318K | 0.01% | 786 |
|
|
2020
Q4 | – | Sell |
-19,269
| Closed | -$551K | – | 1065 |
|
|
2020
Q3 | $551K | Buy |
+19,269
| New | +$551K | 0.01% | 755 |
|