BOK Financial Private Wealth’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-716
| Closed | -$28.9K | – | 446 |
|
|
2025
Q1 | $28.9K | Buy |
716
+660
| +1,179% | +$26.7K | ﹤0.01% | 311 |
|
|
2024
Q4 | $2.23K | Sell |
56
-58
| -51% | -$2.31K | ﹤0.01% | 439 |
|
|
2024
Q3 | $5.06K | Sell |
114
-956
| -89% | -$42.4K | ﹤0.01% | 435 |
|
|
2024
Q2 | $40.9K | Buy |
1,070
+956
| +839% | +$36.6K | ﹤0.01% | 280 |
|
|
2024
Q1 | $4.4K | Sell |
114
-954
| -89% | -$36.8K | ﹤0.01% | 406 |
|
|
2023
Q4 | $39.2K | Buy |
1,068
+114
| +12% | +$4.18K | ﹤0.01% | 269 |
|
|
2023
Q3 | $32.6K | Hold |
954
| – | – | ﹤0.01% | 269 |
|
|
2023
Q2 | $37.1K | Buy |
954
+133
| +16% | +$5.17K | ﹤0.01% | 247 |
|
|
2023
Q1 | $32.9K | Hold |
821
| – | – | ﹤0.01% | 277 |
|
|
2022
Q4 | $34.4K | Hold |
821
| – | – | ﹤0.01% | 259 |
|
|
2022
Q3 | $30K | Hold |
821
| – | – | ﹤0.01% | 276 |
|
|
2022
Q2 | $32K | Buy |
+821
| New | +$32K | ﹤0.01% | 280 |
|