Corient Private Wealth’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.87M | Buy |
46,362
+472
| +1% | +$19K | ﹤0.01% | 1133 |
|
|
2025
Q1 | $1.85M | Buy |
45,890
+3,116
| +7% | +$126K | ﹤0.01% | 1000 |
|
|
2024
Q4 | $1.7M | Buy |
42,774
+3,932
| +10% | +$156K | ﹤0.01% | 1061 |
|
|
2024
Q3 | $1.72M | Sell |
38,842
-4,569
| -11% | -$203K | ﹤0.01% | 1141 |
|
|
2024
Q2 | $1.66M | Buy |
43,411
+5,120
| +13% | +$196K | ﹤0.01% | 1105 |
|
|
2024
Q1 | $1.48M | Sell |
38,291
-8,607
| -18% | -$332K | ﹤0.01% | 1170 |
|
|
2023
Q4 | $1.72M | Buy |
46,898
+5,979
| +15% | +$219K | ﹤0.01% | 1068 |
|
|
2023
Q3 | $1.4M | Sell |
40,919
-3,806
| -9% | -$130K | ﹤0.01% | 1059 |
|
|
2023
Q2 | $1.74M | Buy |
44,725
+654
| +1% | +$25.4K | ﹤0.01% | 943 |
|
|
2023
Q1 | $1.77M | Buy |
44,071
+13,682
| +45% | +$548K | ﹤0.01% | 879 |
|
|
2022
Q4 | $1.28M | Buy |
+30,389
| New | +$1.28M | ﹤0.01% | 838 |
|