Center for Financial Planning’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.8K | Hold |
1,559
| – | – | 0.01% | 270 |
|
|
2025
Q1 | $63K | Hold |
1,559
| – | – | 0.01% | 258 |
|
|
2024
Q4 | $62K | Hold |
1,559
| – | – | 0.01% | 242 |
|
|
2024
Q3 | $69.1K | Hold |
1,559
| – | – | 0.01% | 220 |
|
|
2024
Q2 | $59.7K | Hold |
1,559
| – | – | 0.01% | 214 |
|
|
2024
Q1 | $60.2K | Hold |
1,559
| – | – | 0.01% | 218 |
|
|
2023
Q4 | $57.2K | Hold |
1,559
| – | – | 0.01% | 208 |
|
|
2023
Q3 | $53.3K | Hold |
1,559
| – | – | 0.01% | 209 |
|
|
2023
Q2 | $60.6K | Sell |
1,559
-573
| -27% | -$22.3K | 0.01% | 203 |
|
|
2023
Q1 | $85.4K | Buy |
2,132
+573
| +37% | +$23K | 0.02% | 176 |
|
|
2022
Q4 | $65.4K | Sell |
1,559
-300
| -16% | -$12.6K | 0.02% | 195 |
|
|
2022
Q3 | $69K | Hold |
1,859
| – | – | 0.02% | 186 |
|
|
2022
Q2 | $71K | Hold |
1,859
| – | – | 0.02% | 187 |
|
|
2022
Q1 | $85K | Hold |
1,859
| – | – | 0.02% | 186 |
|
|
2021
Q4 | $77K | Hold |
1,859
| – | – | 0.02% | 190 |
|
|
2021
Q3 | $66K | Hold |
1,859
| – | – | 0.02% | 194 |
|
|
2021
Q2 | $69K | Hold |
1,859
| – | – | 0.02% | 191 |
|
|
2021
Q1 | $64K | Hold |
1,859
| – | – | 0.02% | 196 |
|
|
2020
Q4 | $57K | Hold |
1,859
| – | – | 0.02% | 192 |
|
|
2020
Q3 | $53K | Hold |
1,859
| – | – | 0.02% | 182 |
|
|
2020
Q2 | $72K | Hold |
1,859
| – | – | 0.03% | 162 |
|
|
2020
Q1 | $74K | Hold |
1,859
| – | – | 0.03% | 147 |
|
|
2019
Q4 | $90K | Buy |
+1,859
| New | +$90K | 0.02% | 145 |
|