Capital Advisors Ltd’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27K | Buy |
676
+440
| +186% | +$17.6K | ﹤0.01% | 575 |
|
|
2025
Q1 | $10K | Sell |
236
-61
| -21% | -$2.59K | ﹤0.01% | 768 |
|
|
2024
Q4 | $12K | Buy |
297
+60
| +25% | +$2.42K | ﹤0.01% | 736 |
|
|
2024
Q3 | $11K | Hold |
237
| – | – | ﹤0.01% | 751 |
|
|
2024
Q2 | $9K | Sell |
237
-23
| -9% | -$873 | ﹤0.01% | 770 |
|
|
2024
Q1 | $10K | Buy |
260
+18
| +7% | +$692 | ﹤0.01% | 713 |
|
|
2023
Q4 | $9K | Buy |
242
+134
| +124% | +$4.98K | ﹤0.01% | 705 |
|
|
2023
Q3 | $4K | Buy |
108
+84
| +350% | +$3.11K | ﹤0.01% | 873 |
|
|
2023
Q2 | $1K | Sell |
24
-68
| -74% | -$2.83K | ﹤0.01% | 1133 |
|
|
2023
Q1 | $4K | Buy |
92
+78
| +557% | +$3.39K | ﹤0.01% | 739 |
|
|
2022
Q4 | $1K | Sell |
14
-2,558
| -99% | -$183K | ﹤0.01% | 990 |
|
|
2022
Q3 | $95K | Buy |
2,572
+123
| +5% | +$4.54K | 0.02% | 314 |
|
|
2022
Q2 | $94K | Buy |
2,449
+1,930
| +372% | +$74.1K | 0.02% | 309 |
|
|
2022
Q1 | $24K | Hold |
519
| – | – | ﹤0.01% | 428 |
|
|
2021
Q4 | $22K | Buy |
519
+13
| +3% | +$551 | ﹤0.01% | 426 |
|
|
2021
Q3 | $18K | Hold |
506
| – | – | ﹤0.01% | 386 |
|
|
2021
Q2 | $19K | Hold |
506
| – | – | ﹤0.01% | 368 |
|
|
2021
Q1 | $18K | Hold |
506
| – | – | ﹤0.01% | 362 |
|
|
2020
Q4 | $15K | Hold |
506
| – | – | ﹤0.01% | 362 |
|
|
2020
Q3 | $15K | Hold |
506
| – | – | ﹤0.01% | 355 |
|
|
2020
Q2 | $20K | Hold |
506
| – | – | 0.01% | 328 |
|
|
2020
Q1 | $20K | Hold |
506
| – | – | 0.01% | 313 |
|
|
2019
Q4 | $25K | Hold |
506
| – | – | 0.01% | 292 |
|
|
2019
Q3 | $24K | Sell |
506
-13
| -3% | -$617 | 0.01% | 295 |
|
|
2019
Q2 | $22K | Buy |
519
+506
| +3,892% | +$21.4K | 0.01% | 326 |
|
|
2019
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 425 |
|
|
2018
Q4 | $0 | Hold |
13
| – | – | ﹤0.01% | 456 |
|
|
2018
Q3 | $0 | Hold |
13
| – | – | ﹤0.01% | 480 |
|
|
2018
Q2 | $0 | Buy |
+13
| New | – | ﹤0.01% | 403 |
|