Clearstead Advisors’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $161K | Buy |
4,000
+1,143
| +40% | +$46K | ﹤0.01% | 932 |
|
|
2025
Q1 | $115K | Buy |
2,857
+341
| +14% | +$13.8K | ﹤0.01% | 951 |
|
|
2024
Q4 | $100K | Buy |
2,516
+110
| +5% | +$4.38K | ﹤0.01% | 1029 |
|
|
2024
Q3 | $107K | Sell |
2,406
-952
| -28% | -$42.2K | ﹤0.01% | 1012 |
|
|
2024
Q2 | $129K | Buy |
3,358
+1,365
| +68% | +$52.2K | ﹤0.01% | 944 |
|
|
2024
Q1 | $79.1K | Buy |
1,993
+8
| +0.4% | +$318 | ﹤0.01% | 650 |
|
|
2023
Q4 | $72.8K | Sell |
1,985
-4,773
| -71% | -$175K | ﹤0.01% | 656 |
|
|
2023
Q3 | $231K | Buy |
6,758
+4,780
| +242% | +$163K | 0.01% | 542 |
|
|
2023
Q2 | $76.9K | Buy |
1,978
+16
| +0.8% | +$622 | ﹤0.01% | 630 |
|
|
2023
Q1 | $78.6K | Hold |
1,962
| – | – | 0.01% | 559 |
|
|
2022
Q4 | $82.3K | Sell |
1,962
-90
| -4% | -$3.78K | 0.01% | 536 |
|
|
2022
Q3 | $76K | Buy |
2,052
+184
| +10% | +$6.82K | 0.01% | 520 |
|
|
2022
Q2 | $72K | Buy |
1,868
+44
| +2% | +$1.7K | 0.01% | 546 |
|
|
2022
Q1 | $84K | Buy |
1,824
+1,084
| +146% | +$49.9K | 0.01% | 577 |
|
|
2021
Q4 | $31K | Sell |
740
-138
| -16% | -$5.78K | ﹤0.01% | 728 |
|
|
2021
Q3 | $31K | Buy |
878
+86
| +11% | +$3.04K | ﹤0.01% | 692 |
|
|
2021
Q2 | $29K | Sell |
792
-82
| -9% | -$3K | ﹤0.01% | 641 |
|
|
2021
Q1 | $30K | Buy |
874
+134
| +18% | +$4.6K | ﹤0.01% | 607 |
|
|
2020
Q4 | $23K | Hold |
740
| – | – | ﹤0.01% | 607 |
|
|
2020
Q3 | $21K | Sell |
740
-1,200
| -62% | -$34.1K | ﹤0.01% | 577 |
|
|
2020
Q2 | $75K | Hold |
1,940
| – | – | 0.01% | 385 |
|
|
2020
Q1 | $78K | Buy |
+1,940
| New | +$78K | 0.01% | 357 |
|