Beacon Pointe Advisors’s FirstEnergy FE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Sell |
31,464
-39
| -0.1% | -$1.57K | 0.01% | 593 |
|
|
2025
Q1 | $1.27M | Sell |
31,503
-79
| -0.3% | -$3.19K | 0.01% | 570 |
|
|
2024
Q4 | $1.26M | Sell |
31,582
-2,219
| -7% | -$88.3K | 0.01% | 579 |
|
|
2024
Q3 | $1.5M | Sell |
33,801
-3,136
| -8% | -$139K | 0.02% | 530 |
|
|
2024
Q2 | $1.41M | Sell |
36,937
-285
| -0.8% | -$10.9K | 0.02% | 542 |
|
|
2024
Q1 | $1.44M | Buy |
37,222
+172
| +0.5% | +$6.64K | 0.02% | 577 |
|
|
2023
Q4 | $1.36M | Buy |
37,050
+376
| +1% | +$13.8K | 0.02% | 573 |
|
|
2023
Q3 | $1.25M | Buy |
36,674
+1,769
| +5% | +$60.5K | 0.02% | 563 |
|
|
2023
Q2 | $1.36M | Sell |
34,905
-3,252
| -9% | -$126K | 0.02% | 448 |
|
|
2023
Q1 | $1.53M | Buy |
38,157
+3,780
| +11% | +$151K | 0.03% | 450 |
|
|
2022
Q4 | $1.44M | Buy |
34,377
+452
| +1% | +$19K | 0.03% | 432 |
|
|
2022
Q3 | $1.26M | Buy |
33,925
+569
| +2% | +$21.1K | 0.03% | 416 |
|
|
2022
Q2 | $1.28M | Sell |
33,356
-850
| -2% | -$32.6K | 0.03% | 413 |
|
|
2022
Q1 | $1.57M | Buy |
34,206
+1,920
| +6% | +$88.1K | 0.02% | 503 |
|
|
2021
Q4 | $1.34M | Buy |
32,286
+1,452
| +5% | +$60.4K | 0.04% | 324 |
|
|
2021
Q3 | $1.1M | Buy |
+30,834
| New | +$1.1M | 0.03% | 392 |
|