Concord Wealth Partners’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $805 | Hold |
20
| – | – | ﹤0.01% | 767 |
|
|
2025
Q1 | $808 | Hold |
20
| – | – | ﹤0.01% | 740 |
|
|
2024
Q4 | $796 | Sell |
20
-100
| -83% | -$3.98K | ﹤0.01% | 824 |
|
|
2024
Q3 | $5.32K | Buy |
120
+100
| +500% | +$4.44K | ﹤0.01% | 625 |
|
|
2024
Q2 | $765 | Hold |
20
| – | – | ﹤0.01% | 741 |
|
|
2024
Q1 | $772 | Sell |
20
-551
| -96% | -$21.3K | ﹤0.01% | 801 |
|
|
2023
Q4 | $20.9K | Sell |
571
-325
| -36% | -$11.9K | ﹤0.01% | 471 |
|
|
2023
Q3 | $30.6K | Sell |
896
-34
| -4% | -$1.16K | 0.01% | 444 |
|
|
2023
Q2 | $36.1K | Hold |
930
| – | – | 0.01% | 410 |
|
|
2023
Q1 | $37.2K | Hold |
930
| – | – | 0.01% | 390 |
|
|
2022
Q4 | $39K | Buy |
+930
| New | +$39K | 0.01% | 411 |
|
|
2022
Q3 | – | Sell |
-1,492
| Closed | -$57K | – | 488 |
|
|
2022
Q2 | $57K | Sell |
1,492
-1,186
| -44% | -$45.3K | 0.02% | 350 |
|
|
2022
Q1 | $123K | Sell |
2,678
-275
| -9% | -$12.6K | 0.03% | 263 |
|
|
2021
Q4 | $123K | Buy |
2,953
+949
| +47% | +$39.5K | 0.03% | 282 |
|
|
2021
Q3 | $71K | Sell |
2,004
-116
| -5% | -$4.11K | 0.03% | 170 |
|
|
2021
Q2 | $79K | Sell |
2,120
-274
| -11% | -$10.2K | 0.02% | 271 |
|
|
2021
Q1 | $83K | Buy |
2,394
+299
| +14% | +$10.4K | 0.03% | 246 |
|
|
2020
Q4 | $64K | Buy |
+2,095
| New | +$64K | 0.05% | 177 |
|