Benjamin F. Edwards & Company’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $3K | Hold |
66
| – | – | ﹤0.01% | 1981 |
|
|
2024
Q1 | $3K | Hold |
66
| – | – | ﹤0.01% | 1957 |
|
|
2023
Q4 | $2K | Hold |
66
| – | – | ﹤0.01% | 1984 |
|
|
2023
Q3 | $2K | Hold |
66
| – | – | ﹤0.01% | 1667 |
|
|
2023
Q2 | $3K | Sell |
66
-113
| -63% | -$5.14K | ﹤0.01% | 1626 |
|
|
2023
Q1 | $7K | Sell |
179
-96
| -35% | -$3.75K | ﹤0.01% | 1466 |
|
|
2022
Q4 | $12K | Sell |
275
-34
| -11% | -$1.48K | ﹤0.01% | 1383 |
|
|
2022
Q3 | $11K | Buy |
309
+1
| +0.3% | +$36 | ﹤0.01% | 1371 |
|
|
2022
Q2 | $12K | Sell |
308
-6,129
| -95% | -$239K | ﹤0.01% | 1338 |
|
|
2022
Q1 | $295K | Buy |
6,437
+3,363
| +109% | +$154K | 0.01% | 586 |
|
|
2021
Q4 | $128K | Sell |
3,074
-397
| -11% | -$16.5K | 0.01% | 827 |
|
|
2021
Q3 | $124K | Sell |
3,471
-1,882
| -35% | -$67.2K | 0.01% | 798 |
|
|
2021
Q2 | $199K | Sell |
5,353
-179
| -3% | -$6.65K | 0.01% | 648 |
|
|
2021
Q1 | $192K | Sell |
5,532
-670
| -11% | -$23.3K | 0.01% | 685 |
|
|
2020
Q4 | $190K | Buy |
6,202
+5,553
| +856% | +$170K | 0.01% | 658 |
|
|
2020
Q3 | $19K | Sell |
649
-8,965
| -93% | -$262K | ﹤0.01% | 1127 |
|
|
2020
Q2 | $373K | Buy |
9,614
+1,520
| +19% | +$59K | 0.03% | 429 |
|
|
2020
Q1 | $324K | Sell |
8,094
-1,183
| -13% | -$47.4K | 0.03% | 407 |
|
|
2019
Q4 | $451K | Buy |
9,277
+8,704
| +1,519% | +$423K | 0.03% | 408 |
|
|
2019
Q3 | $28K | Sell |
573
-798
| -58% | -$39K | ﹤0.01% | 1091 |
|
|
2019
Q2 | $59K | Sell |
1,371
-253
| -16% | -$10.9K | ﹤0.01% | 857 |
|
|
2019
Q1 | $68K | Sell |
1,624
-1,346
| -45% | -$56.4K | 0.01% | 785 |
|
|
2018
Q4 | $112K | Sell |
2,970
-55
| -2% | -$2.07K | 0.01% | 630 |
|
|
2018
Q3 | $112K | Hold |
3,025
| – | – | 0.01% | 642 |
|
|
2018
Q2 | $109K | Sell |
3,025
-4,721
| -61% | -$170K | 0.01% | 652 |
|
|
2018
Q1 | $263K | Buy |
7,746
+4,871
| +169% | +$165K | 0.03% | 441 |
|
|
2017
Q4 | $88K | Buy |
2,875
+200
| +7% | +$6.12K | 0.01% | 680 |
|
|
2017
Q3 | $82K | Buy |
2,675
+425
| +19% | +$13K | 0.01% | 651 |
|
|
2017
Q2 | $66K | Buy |
2,250
+1,400
| +165% | +$41.1K | 0.01% | 645 |
|
|
2017
Q1 | $27K | Buy |
850
+150
| +21% | +$4.77K | ﹤0.01% | 792 |
|
|
2016
Q4 | $22K | Hold |
700
| – | – | ﹤0.01% | 772 |
|
|
2016
Q3 | $23K | Hold |
700
| – | – | ﹤0.01% | 681 |
|
|
2016
Q2 | $24K | Hold |
700
| – | – | ﹤0.01% | 638 |
|
|
2016
Q1 | $25K | Hold |
700
| – | – | 0.01% | 629 |
|
|
2015
Q4 | $22K | Buy |
+700
| New | +$22K | ﹤0.01% | 664 |
|
|
2013
Q3 | – | Sell |
-525
| Closed | -$20K | – | 840 |
|
|
2013
Q2 | $20K | Buy |
+525
| New | +$20K | 0.01% | 465 |
|