Cetera Advisors’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $852K | Buy |
22,052
+3,627
| +20% | +$140K | 0.01% | 1235 |
|
|
2023
Q4 | $675K | Sell |
18,425
-27
| -0.1% | -$990 | 0.01% | 962 |
|
|
2023
Q3 | $631K | Buy |
18,452
+793
| +4% | +$27.1K | 0.01% | 935 |
|
|
2023
Q2 | $687K | Sell |
17,659
-1,113
| -6% | -$43.3K | 0.01% | 886 |
|
|
2023
Q1 | $752K | Buy |
18,772
+1,825
| +11% | +$73.1K | 0.01% | 816 |
|
|
2022
Q4 | $711K | Buy |
16,947
+3,888
| +30% | +$163K | 0.01% | 809 |
|
|
2022
Q3 | $483K | Sell |
13,059
-780
| -6% | -$28.8K | 0.01% | 793 |
|
|
2022
Q2 | $531K | Buy |
13,839
+3,196
| +30% | +$123K | 0.01% | 813 |
|
|
2022
Q1 | $488K | Buy |
10,643
+353
| +3% | +$16.2K | 0.01% | 888 |
|
|
2021
Q4 | $428K | Buy |
10,290
+96
| +0.9% | +$3.99K | 0.01% | 953 |
|
|
2021
Q3 | $363K | Sell |
10,194
-895
| -8% | -$31.9K | 0.01% | 1008 |
|
|
2021
Q2 | $413K | Buy |
11,089
+936
| +9% | +$34.9K | 0.01% | 907 |
|
|
2021
Q1 | $352K | Buy |
+10,153
| New | +$352K | 0.01% | 879 |
|
|
2020
Q4 | – | Sell |
-7,612
| Closed | -$219K | – | 1043 |
|
|
2020
Q3 | $219K | Buy |
+7,612
| New | +$219K | 0.01% | 851 |
|
|
2020
Q1 | – | Sell |
-4,509
| Closed | -$220K | – | 852 |
|
|
2019
Q4 | $220K | Sell |
4,509
-1,219
| -21% | -$59.5K | 0.01% | 828 |
|
|
2019
Q3 | $277K | Sell |
5,728
-610
| -10% | -$29.5K | 0.01% | 712 |
|
|
2019
Q2 | $272K | Sell |
6,338
-9,671
| -60% | -$415K | 0.01% | 735 |
|
|
2019
Q1 | $668K | Sell |
16,009
-863
| -5% | -$36K | 0.03% | 415 |
|
|
2018
Q4 | $637K | Sell |
16,872
-802
| -5% | -$30.3K | 0.04% | 416 |
|
|
2018
Q3 | $658K | Buy |
+17,674
| New | +$658K | 0.03% | 467 |
|
|
2016
Q2 | – | Sell |
-6,273
| Closed | -$225K | – | 788 |
|
|
2016
Q1 | $225K | Buy |
+6,273
| New | +$225K | 0.02% | 604 |
|