Colonial Trust Advisors’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-15,377
| Closed | -$612K | – | 693 |
|
|
2024
Q4 | $612K | Buy |
15,377
+2,022
| +15% | +$80.4K | 0.05% | 129 |
|
|
2024
Q3 | $592K | Buy |
13,355
+4,050
| +44% | +$180K | 0.05% | 136 |
|
|
2024
Q2 | $356K | Buy |
9,305
+9,297
| +116,213% | +$356K | 0.03% | 146 |
|
|
2024
Q1 | $309 | Sell |
8
-52
| -87% | -$2.01K | ﹤0.01% | 941 |
|
|
2023
Q4 | $2.2K | Sell |
60
-8
| -12% | -$293 | ﹤0.01% | 700 |
|
|
2023
Q3 | $2.32K | Sell |
68
-100
| -60% | -$3.42K | ﹤0.01% | 705 |
|
|
2023
Q2 | $6.53K | Hold |
168
| – | – | ﹤0.01% | 587 |
|
|
2023
Q1 | $6.73K | Hold |
168
| – | – | ﹤0.01% | 576 |
|
|
2022
Q4 | $7.05K | Buy |
+168
| New | +$7.05K | ﹤0.01% | 565 |
|