B. Riley Wealth Advisors’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.33M | Sell |
33,495
-37
| -0.1% | -$1.55K | 0.04% | 364 |
|
|
2024
Q3 | $1.48M | Buy |
33,532
+4,503
| +16% | +$190K | 0.04% | 393 |
|
|
2024
Q2 | $1.11M | Buy |
29,029
+454
| +2% | +$17.6K | 0.03% | 502 |
|
|
2024
Q1 | $977K | Sell |
28,575
-1,405
| -5% | -$52.6K | 0.03% | 532 |
|
|
2023
Q4 | $1.1M | Buy |
29,980
+1,405
| +5% | +$50.9K | 0.03% | 497 |
|
|
2023
Q3 | $977K | Buy |
28,575
+339
| +1% | +$12.6K | 0.03% | 532 |
|
|
2023
Q2 | $1.1M | Sell |
28,236
-343
| -1% | -$13.5K | 0.02% | 536 |
|
|
2023
Q1 | $1.14M | Buy |
28,579
+11,268
| +65% | +$455K | 0.03% | 500 |
|
|
2022
Q4 | $726K | Buy |
17,311
+4,849
| +39% | +$190K | 0.02% | 655 |
|
|
2022
Q3 | $462K | Buy |
12,462
+3,791
| +44% | +$150K | 0.01% | 791 |
|
|
2022
Q2 | $333K | Sell |
8,671
-3,331
| -28% | -$142K | 0.01% | 829 |
|
|
2022
Q1 | $551K | Buy |
12,002
+2,662
| +29% | +$113K | 0.02% | 705 |
|
|
2021
Q4 | $388K | Buy |
9,340
+1,163
| +14% | +$44.8K | 0.01% | 943 |
|
|
2021
Q3 | $291K | Buy |
8,177
+298
| +4% | +$11.3K | 0.01% | 1052 |
|
|
2021
Q2 | $293K | Sell |
7,879
-154
| -2% | -$5.73K | 0.01% | 1034 |
|
|
2021
Q1 | $279K | Buy |
8,033
+1,194
| +17% | +$39K | 0.01% | 1035 |
|
|
2020
Q4 | $210K | Sell |
6,839
-3,453
| -34% | -$103K | 0.01% | 906 |
|
|
2020
Q3 | $327K | Buy |
10,292
+1,189
| +13% | +$37.3K | 0.02% | 692 |
|
|
2020
Q2 | $354K | Sell |
9,103
-240
| -3% | -$9.92K | 0.02% | 572 |
|
|
2020
Q1 | $376K | Buy |
9,343
+1,977
| +27% | +$91.9K | 0.03% | 475 |
|
|
2019
Q4 | $358K | Sell |
7,366
-3
| -0% | -$143 | 0.03% | 530 |
|
|
2019
Q3 | $356K | Sell |
7,369
-752
| -9% | -$34K | 0.04% | 528 |
|
|
2019
Q2 | $348K | Buy |
8,121
+850
| +12% | +$35.7K | 0.04% | 507 |
|
|
2019
Q1 | $303K | Sell |
7,271
-1,535
| -17% | -$61K | 0.04% | 491 |
|
|
2018
Q4 | $332K | Buy |
8,806
+121
| +1% | +$4.58K | 0.05% | 404 |
|
|
2018
Q3 | $324K | Sell |
8,685
-1,010
| -10% | -$36.9K | 0.04% | 464 |
|
|
2018
Q2 | $350K | Sell |
9,695
-4,515
| -32% | -$155K | 0.05% | 411 |
|
|
2018
Q1 | $484K | Buy |
14,210
+5,825
| +69% | +$187K | 0.07% | 320 |
|
|
2017
Q4 | $258K | Sell |
8,385
-614
| -7% | -$20K | 0.03% | 501 |
|
|
2017
Q3 | $278K | Buy |
8,999
+754
| +9% | +$23.7K | 0.05% | 399 |
|
|
2017
Q2 | $242K | Buy |
8,245
+379
| +5% | +$11.3K | 0.04% | 429 |
|
|
2017
Q1 | $252K | Buy |
+7,866
| New | +$243K | 0.05% | 400 |
|
|
2015
Q1 | – | Sell |
-1,438
| Closed | -$56 | – | 1046 |
|
|
2014
Q4 | $56 | Buy |
+1,438
| New | +$52.7K | ﹤0.01% | 2029 |
|
|
2014
Q3 | – | Sell |
-2,360
| Closed | -$81.9K | – | 1068 |
|
|
2014
Q2 | $81.9K | Buy |
+2,360
| New | +$79.4K | 0.02% | 807 |
|
Other funds holding FE
