Capital 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 | $352K | Buy |
8,736
+61
| +0.7% | +$2.46K | 0.01% | 523 |
|
2025
Q1 | $351K | Sell |
8,675
-1,356
| -14% | -$54.8K | 0.01% | 508 |
|
2024
Q4 | $399K | Buy |
10,031
+16
| +0.2% | +$636 | 0.01% | 460 |
|
2024
Q3 | $444K | Sell |
10,015
-177
| -2% | -$7.85K | 0.01% | 428 |
|
2024
Q2 | $390K | Sell |
10,192
-5
| -0% | -$191 | 0.01% | 443 |
|
2024
Q1 | $394K | Sell |
10,197
-926
| -8% | -$35.8K | 0.01% | 440 |
|
2023
Q4 | $408K | Sell |
11,123
-57
| -0.5% | -$2.09K | 0.01% | 419 |
|
2023
Q3 | $382K | Buy |
11,180
+141
| +1% | +$4.82K | 0.01% | 409 |
|
2023
Q2 | $429K | Sell |
11,039
-225
| -2% | -$8.75K | 0.01% | 361 |
|
2023
Q1 | $451K | Buy |
11,264
+14
| +0.1% | +$561 | 0.01% | 363 |
|
2022
Q4 | $472K | Sell |
11,250
-535
| -5% | -$22.4K | 0.01% | 365 |
|
2022
Q3 | $436K | Buy |
11,785
+50
| +0.4% | +$1.85K | 0.01% | 354 |
|
2022
Q2 | $450K | Buy |
11,735
+13
| +0.1% | +$499 | 0.01% | 358 |
|
2022
Q1 | $538K | Sell |
11,722
-376
| -3% | -$17.3K | 0.02% | 350 |
|
2021
Q4 | $503K | Sell |
12,098
-100
| -0.8% | -$4.16K | 0.02% | 373 |
|
2021
Q3 | $434K | Sell |
12,198
-563
| -4% | -$20K | 0.01% | 381 |
|
2021
Q2 | $475K | Sell |
12,761
-1,239
| -9% | -$46.1K | 0.02% | 370 |
|
2021
Q1 | $486K | Buy |
14,000
+311
| +2% | +$10.8K | 0.02% | 350 |
|
2020
Q4 | $419K | Sell |
13,689
-616
| -4% | -$18.9K | 0.02% | 356 |
|
2020
Q3 | $411K | Sell |
14,305
-278
| -2% | -$7.99K | 0.02% | 340 |
|
2020
Q2 | $566K | Buy |
14,583
+12
| +0.1% | +$466 | 0.03% | 294 |
|
2020
Q1 | $584K | Buy |
14,571
+2,416
| +20% | +$96.8K | 0.04% | 260 |
|
2019
Q4 | $591K | Sell |
12,155
-590
| -5% | -$28.7K | 0.03% | 298 |
|
2019
Q3 | $615K | Sell |
12,745
-27
| -0.2% | -$1.3K | 0.03% | 279 |
|
2019
Q2 | $547K | Sell |
12,772
-498
| -4% | -$21.3K | 0.03% | 295 |
|
2019
Q1 | $552K | Sell |
13,270
-1,018
| -7% | -$42.3K | 0.03% | 290 |
|
2018
Q4 | $537K | Buy |
14,288
+217
| +2% | +$8.16K | 0.04% | 273 |
|
2018
Q3 | $523K | Buy |
14,071
+212
| +2% | +$7.88K | 0.03% | 288 |
|
2018
Q2 | $498K | Sell |
13,859
-275
| -2% | -$9.88K | 0.03% | 299 |
|
2018
Q1 | $481K | Buy |
14,134
+3,771
| +36% | +$128K | 0.03% | 300 |
|
2017
Q4 | $317K | Sell |
10,363
-959
| -8% | -$29.3K | 0.02% | 375 |
|
2017
Q3 | $349K | Sell |
11,322
-634
| -5% | -$19.5K | 0.02% | 344 |
|
2017
Q2 | $349K | Sell |
11,956
-346
| -3% | -$10.1K | 0.03% | 341 |
|
2017
Q1 | $391K | Sell |
12,302
-375
| -3% | -$11.9K | 0.03% | 319 |
|
2016
Q4 | $393K | Sell |
12,677
-1,314
| -9% | -$40.7K | 0.03% | 306 |
|
2016
Q3 | $463K | Sell |
13,991
-155
| -1% | -$5.13K | 0.04% | 276 |
|
2016
Q2 | $494K | Hold |
14,146
| – | – | 0.05% | 260 |
|
2016
Q1 | $509K | Sell |
14,146
-765
| -5% | -$27.5K | 0.05% | 250 |
|
2015
Q4 | $473K | Sell |
14,911
-500
| -3% | -$15.9K | 0.05% | 256 |
|
2015
Q3 | $483K | Buy |
15,411
+185
| +1% | +$5.8K | 0.05% | 234 |
|
2015
Q2 | $496K | Sell |
15,226
-349
| -2% | -$11.4K | 0.05% | 237 |
|
2015
Q1 | $546K | Sell |
15,575
-450
| -3% | -$15.8K | 0.06% | 231 |
|
2014
Q4 | $625K | Sell |
16,025
-1,926
| -11% | -$75.1K | 0.07% | 219 |
|
2014
Q3 | $603K | Sell |
17,951
-868
| -5% | -$29.2K | 0.07% | 208 |
|
2014
Q2 | $653K | Sell |
18,819
-1,296
| -6% | -$45K | 0.07% | 207 |
|
2014
Q1 | $684K | Sell |
20,115
-2,685
| -12% | -$91.4K | 0.09% | 200 |
|
2013
Q4 | $752K | Buy |
+22,800
| New | +$752K | 0.1% | 188 |
|