Bell Investment Advisors’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.03K | Buy |
100
+21
| +27% | +$845 | ﹤0.01% | 1083 |
|
2025
Q1 | $3.19K | Buy |
79
+12
| +18% | +$485 | ﹤0.01% | 1116 |
|
2024
Q4 | $2.67K | Buy |
67
+13
| +24% | +$517 | ﹤0.01% | 1216 |
|
2024
Q3 | $2.4K | Sell |
54
-13
| -19% | -$577 | ﹤0.01% | 1273 |
|
2024
Q2 | $2.57K | Buy |
67
+13
| +24% | +$498 | ﹤0.01% | 1249 |
|
2024
Q1 | $2.09K | Hold |
54
| – | – | ﹤0.01% | 1342 |
|
2023
Q4 | $1.98K | Buy |
54
+14
| +35% | +$513 | ﹤0.01% | 1332 |
|
2023
Q3 | $1.37K | Sell |
40
-26
| -39% | -$889 | ﹤0.01% | 1453 |
|
2023
Q2 | $2.57K | Buy |
66
+13
| +25% | +$506 | ﹤0.01% | 1163 |
|
2023
Q1 | $2.12K | Buy |
53
+1
| +2% | +$40 | ﹤0.01% | 1237 |
|
2022
Q4 | $2.18K | Sell |
52
-39
| -43% | -$1.64K | ﹤0.01% | 1242 |
|
2022
Q3 | $3K | Buy |
91
+25
| +38% | +$824 | ﹤0.01% | 903 |
|
2022
Q2 | $3K | Buy |
+66
| New | +$3K | ﹤0.01% | 934 |
|
2021
Q4 | $2K | Hold |
40
| – | – | ﹤0.01% | 1135 |
|
2021
Q3 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 1373 |
|