CIBC Private Wealth Group’s FirstEnergy FE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Sell |
7,354
-86
| -1% | -$3.46K | ﹤0.01% | 980 |
|
|
2025
Q1 | $285K | Buy |
7,440
+299
| +4% | +$11.5K | ﹤0.01% | 970 |
|
|
2024
Q4 | $284K | Sell |
7,141
-554
| -7% | -$22K | ﹤0.01% | 1031 |
|
|
2024
Q3 | $341K | Buy |
7,695
+717
| +10% | +$31.8K | ﹤0.01% | 986 |
|
|
2024
Q2 | $269K | Sell |
6,978
-2,624
| -27% | -$101K | ﹤0.01% | 986 |
|
|
2024
Q1 | $368K | Sell |
9,602
-1,148
| -11% | -$44.1K | ﹤0.01% | 912 |
|
|
2023
Q4 | $394K | Sell |
10,750
-1,815
| -14% | -$66.5K | ﹤0.01% | 855 |
|
|
2023
Q3 | $429K | Buy |
12,565
+6,440
| +105% | +$220K | ﹤0.01% | 792 |
|
|
2023
Q2 | $238K | Buy |
6,125
+1
| +0% | +$39 | ﹤0.01% | 810 |
|
|
2023
Q1 | $245K | Hold |
6,124
| – | – | ﹤0.01% | 810 |
|
|
2022
Q4 | $366K | Hold |
6,124
| – | – | ﹤0.01% | 660 |
|
|
2022
Q3 | $227K | Buy |
6,124
+51
| +0.8% | +$1.89K | ﹤0.01% | 838 |
|
|
2022
Q2 | $233K | Sell |
6,073
-106
| -2% | -$4.07K | ﹤0.01% | 855 |
|
|
2022
Q1 | $283K | Buy |
6,179
+106
| +2% | +$4.86K | ﹤0.01% | 862 |
|
|
2021
Q4 | $253K | Sell |
6,073
-1,439
| -19% | -$59.9K | ﹤0.01% | 924 |
|
|
2021
Q3 | $268K | Hold |
7,512
| – | – | ﹤0.01% | 845 |
|
|
2021
Q2 | $280K | Hold |
7,512
| – | – | ﹤0.01% | 915 |
|
|
2021
Q1 | $261K | Sell |
7,512
-515
| -6% | -$17.9K | ﹤0.01% | 937 |
|
|
2020
Q4 | $246K | Sell |
8,027
-157,248
| -95% | -$4.82M | ﹤0.01% | 909 |
|
|
2020
Q3 | $4.74M | Sell |
165,275
-71,361
| -30% | -$2.05M | 0.01% | 368 |
|
|
2020
Q2 | $9.18M | Buy |
236,636
+228,910
| +2,963% | +$8.88M | 0.04% | 240 |
|
|
2020
Q1 | $310K | Sell |
7,726
-224
| -3% | -$8.99K | ﹤0.01% | 708 |
|
|
2019
Q4 | $386K | Buy |
7,950
+1,442
| +22% | +$70K | ﹤0.01% | 747 |
|
|
2019
Q3 | $314K | Buy |
6,508
+225
| +4% | +$10.9K | ﹤0.01% | 778 |
|
|
2019
Q2 | $269K | Sell |
6,283
-17
| -0.3% | -$728 | ﹤0.01% | 835 |
|
|
2019
Q1 | $262K | Sell |
6,300
-102,787
| -94% | -$4.27M | ﹤0.01% | 849 |
|
|
2018
Q4 | $4.1M | Buy |
109,087
+101,971
| +1,433% | +$3.83M | 0.02% | 363 |
|
|
2018
Q3 | $264K | Buy |
7,116
+5,775
| +431% | +$214K | ﹤0.01% | 885 |
|
|
2018
Q2 | $48K | Buy |
1,341
+332
| +33% | +$11.9K | ﹤0.01% | 1176 |
|
|
2018
Q1 | $34K | Sell |
1,009
-2,676
| -73% | -$90.2K | ﹤0.01% | 1253 |
|
|
2017
Q4 | $113K | Buy |
+3,685
| New | +$113K | ﹤0.01% | 1014 |
|
|
2014
Q3 | – | Sell |
-161,788
| Closed | -$5.62M | – | 612 |
|
|
2014
Q2 | $5.62M | Sell |
161,788
-785
| -0.5% | -$27.3K | 0.05% | 257 |
|
|
2014
Q1 | $5.43M | Buy |
+162,573
| New | +$5.43M | 0.05% | 254 |
|