CoreFirst Bank & Trust’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $25.5K | Buy |
+245
| New | +$25.5K | 0.01% | 247 |
|
2025
Q1 | – | Sell |
-245
| Closed | -$23K | – | 340 |
|
2024
Q4 | $23K | Hold |
245
| – | – | 0.01% | 257 |
|
2024
Q3 | $23.6K | Buy |
+245
| New | +$23.6K | 0.01% | 253 |
|
2024
Q2 | – | Sell |
-245
| Closed | -$20.1K | – | 343 |
|
2024
Q1 | $20.1K | Hold |
245
| – | – | 0.01% | 273 |
|
2023
Q4 | $20.6K | Hold |
245
| – | – | 0.01% | 271 |
|
2023
Q3 | $19.7K | Hold |
245
| – | – | 0.01% | 288 |
|
2023
Q2 | $21.6K | Hold |
245
| – | – | 0.02% | 270 |
|
2023
Q1 | $23.2K | Hold |
245
| – | – | 0.02% | 270 |
|
2022
Q4 | $23K | Hold |
245
| – | – | 0.02% | 289 |
|
2022
Q3 | $22K | Hold |
245
| – | – | 0.02% | 278 |
|
2022
Q2 | $25K | Buy |
+245
| New | +$25K | 0.02% | 272 |
|