Checchi Capital Advisers’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $214K | Sell |
5,307
-952
| -15% | -$38.3K | 0.01% | 540 |
|
2025
Q1 | $253K | Buy |
6,259
+370
| +6% | +$15K | 0.01% | 495 |
|
2024
Q4 | $234K | Buy |
5,889
+516
| +10% | +$20.5K | 0.01% | 502 |
|
2024
Q3 | $238K | Sell |
5,373
-40
| -0.7% | -$1.77K | 0.01% | 503 |
|
2024
Q2 | $207K | Buy |
+5,413
| New | +$207K | 0.01% | 527 |
|
2023
Q3 | – | Sell |
-5,663
| Closed | -$220K | – | 552 |
|
2023
Q2 | $220K | Buy |
5,663
+17
| +0.3% | +$661 | 0.02% | 513 |
|
2023
Q1 | $226K | Buy |
5,646
+303
| +6% | +$12.1K | 0.02% | 502 |
|
2022
Q4 | $224K | Sell |
5,343
-678
| -11% | -$28.4K | 0.02% | 489 |
|
2022
Q3 | $223K | Buy |
6,021
+193
| +3% | +$7.15K | 0.02% | 480 |
|
2022
Q2 | $240K | Buy |
+5,828
| New | +$240K | 0.02% | 493 |
|
2019
Q4 | – | Sell |
-4,404
| Closed | -$212K | – | 448 |
|
2019
Q3 | $212K | Buy |
+4,404
| New | +$212K | 0.03% | 376 |
|
2016
Q3 | – | Sell |
-4,569
| Closed | -$160K | – | 676 |
|
2016
Q2 | $160K | Buy |
4,569
+281
| +7% | +$9.84K | 0.02% | 394 |
|
2016
Q1 | $154K | Buy |
+4,288
| New | +$154K | 0.03% | 418 |
|