Concurrent Investment 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	$358K	Buy	8,884 +761	+9%	+$30.6K	0.01%	978
2025 Q1	$328K	Buy	8,123 +331	+4%	+$13.4K	0.01%	877
2024 Q4	$310K	Sell	7,792 -14	-0.2%	-$557	0.01%	806
2024 Q3	$346K	Sell	7,806 -443	-5%	-$19.6K	0.01%	727
2024 Q2	$316K	Buy	+8,249	New	+$316K	0.01%	714