Caldwell Trust’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.7K | Hold |
862
|
|
||||
|
2025
Q1 | $34.8K | Hold |
862
|
|
||||
|
2024
Q4 | $34.3K | Hold |
862
|
|
||||
|
2024
Q3 | $38.2K | Hold |
862
|
|
||||
|
2024
Q2 | $33K | Buy |
862
+99
|
|
||||
|
2024
Q1 | $29.5K | Hold |
763
|
|
||||
|
2023
Q4 | $28K | Hold |
763
|
|
||||
|
2023
Q3 | $26.1K | Sell |
763
-226
|
|
||||
|
2023
Q2 | $38.5K | Hold |
989
|
|
||||
|
2023
Q1 | $39.6K | Hold |
989
|
|
||||
|
2022
Q4 | $41.5K | Buy |
989
+226
|
|
||||
|
2022
Q3 | $28.2K | Hold |
763
|
|
||||
|
2022
Q2 | $29.3K | Hold |
763
|
|
||||
|
2022
Q1 | $35K | Buy |
+763
|
|