Centennial Wealth Advisory’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $474K | Buy |
11,773
+976
| +9% | +$39.3K | 0.15% | 95 |
|
2025
Q1 | $436K | Buy |
10,797
+2,262
| +27% | +$91.4K | 0.16% | 91 |
|
2024
Q4 | $340K | Buy |
8,535
+1,022
| +14% | +$40.7K | 0.13% | 106 |
|
2024
Q3 | $333K | Buy |
7,513
+358
| +5% | +$15.9K | 0.13% | 104 |
|
2024
Q2 | $274K | Buy |
7,155
+340
| +5% | +$13K | 0.12% | 108 |
|
2024
Q1 | $263K | Sell |
6,815
-206
| -3% | -$7.96K | 0.12% | 111 |
|
2023
Q4 | $257K | Buy |
7,021
+142
| +2% | +$5.21K | 0.13% | 112 |
|
2023
Q3 | $235K | Sell |
6,879
-658
| -9% | -$22.5K | 0.13% | 123 |
|
2023
Q2 | $293K | Buy |
7,537
+392
| +5% | +$15.2K | 0.15% | 101 |
|
2023
Q1 | $286K | Buy |
7,145
+169
| +2% | +$6.77K | 0.15% | 102 |
|
2022
Q4 | $293K | Buy |
6,976
+661
| +10% | +$27.7K | 0.16% | 93 |
|
2022
Q3 | $234K | Sell |
6,315
-267
| -4% | -$9.89K | 0.14% | 89 |
|
2022
Q2 | $253K | Buy |
6,582
+1,755
| +36% | +$67.5K | 0.14% | 91 |
|
2022
Q1 | $221K | Buy |
+4,827
| New | +$221K | 0.12% | 93 |
|