Coldstream Capital Management’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Buy |
6,012
+473
| +9% | +$19K | ﹤0.01% | 982 |
|
|
2025
Q1 | $224K | Sell |
5,539
-702
| -11% | -$28.4K | ﹤0.01% | 948 |
|
|
2024
Q4 | $248K | Buy |
6,241
+168
| +3% | +$6.68K | 0.01% | 923 |
|
|
2024
Q3 | $267K | Buy |
+6,073
| New | +$267K | 0.01% | 894 |
|
|
2023
Q1 | – | Sell |
-5,043
| Closed | -$212K | – | 843 |
|
|
2022
Q4 | $212K | Buy |
+5,043
| New | +$212K | 0.01% | 744 |
|