Beacon Financial Advisory’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Buy |
33,310
+26,971
| +425% | +$1.09M | 0.35% | 70 |
|
|
2025
Q1 | $256K | Sell |
6,339
-144
| -2% | -$5.82K | 0.08% | 272 |
|
|
2024
Q4 | $258K | Buy |
6,483
+30
| +0.5% | +$1.19K | 0.08% | 252 |
|
|
2024
Q3 | $286K | Buy |
6,453
+45
| +0.7% | +$2K | 0.1% | 222 |
|
|
2024
Q2 | $245K | Buy |
6,408
+135
| +2% | +$5.17K | 0.09% | 239 |
|
|
2024
Q1 | $242K | Buy |
6,273
+34
| +0.5% | +$1.31K | 0.12% | 212 |
|
|
2023
Q4 | $229K | Sell |
6,239
-23
| -0.4% | -$843 | 0.11% | 222 |
|
|
2023
Q3 | $214K | Buy |
6,262
+9
| +0.1% | +$308 | 0.12% | 204 |
|
|
2023
Q2 | $243K | Buy |
6,253
+79
| +1% | +$3.07K | 0.14% | 188 |
|
|
2023
Q1 | $247K | Buy |
6,174
+4
| +0.1% | +$160 | 0.16% | 173 |
|
|
2022
Q4 | $259K | Buy |
+6,170
| New | +$259K | 0.19% | 154 |
|
|
2022
Q3 | – | Sell |
-9,153
| Closed | -$351K | – | 199 |
|
|
2022
Q2 | $351K | Buy |
9,153
+6
| +0.1% | +$230 | 0.2% | 146 |
|
|
2022
Q1 | $419K | Buy |
9,147
+5
| +0.1% | +$229 | 0.2% | 140 |
|
|
2021
Q4 | $380K | Buy |
+9,142
| New | +$380K | 0.18% | 153 |
|