Clifford Swan Investment Counsel’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Buy |
|
|||||
|
2025
Q1 | $244K | Hold |
|
|||||
|
2024
Q4 | $240K | Hold |
|
|||||
|
2024
Q3 | $268K | Hold |
|
|||||
|
2024
Q2 | $231K | Hold |
|
|||||
|
2024
Q1 | $233K | Hold |
|
|||||
|
2023
Q4 | $221K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $206K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $225K | Hold |
|
|||||
|
2021
Q4 | $204K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $226K | Hold |
|
|||||
|
2019
Q3 | $224K | Buy |
|
|||||
|
2017
Q4 | – | Sell |
|
|||||
|
2017
Q3 | $204K | Buy |
|
|||||
|
2016
Q4 | – | Sell |
|
|||||
|
2016
Q3 | $283K | Hold |
|
|||||
|
2016
Q2 | $298K | Hold |
|
|||||
|
2016
Q1 | $307K | Hold |
|
|||||
|
2015
Q4 | $271K | Hold |
|
|||||
|
2015
Q3 | $268K | Hold |
|
|||||
|
2015
Q2 | $278K | Hold |
|
|||||
|
2015
Q1 | $300K | Hold |
|
|||||
|
2014
Q4 | $333K | Hold |
|
|||||
|
2014
Q3 | $287K | Hold |
|
|||||
|
2014
Q2 | $297K | Hold |
|
|||||
|
2014
Q1 | $291K | Hold |
|
|||||
|
2013
Q4 | $282K | Hold |
|
|||||
|
2013
Q3 | $312K | Sell |
|
|||||
|
2013
Q2 | $334K | Buy |
|