Creative Planning’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.19M | Buy |
|
|||||
|
2025
Q2 | $2.58M | Buy |
|
|||||
|
2025
Q1 | $1.99M | Sell |
|
|||||
|
2024
Q4 | $2.05M | Buy |
|
|||||
|
2024
Q3 | $1.7M | Buy |
|
|||||
|
2024
Q2 | $1.4M | Buy |
|
|||||
|
2024
Q1 | $1.39M | Buy |
|
|||||
|
2023
Q4 | $1.05M | Sell |
|
|||||
|
2023
Q3 | $1.07M | Sell |
|
|||||
|
2023
Q2 | $1.48M | Buy |
|
|||||
|
2023
Q1 | $1.25M | Buy |
|
|||||
|
2022
Q4 | $1.1M | Buy |
|
|||||
|
2022
Q3 | $897K | Buy |
|
|||||
|
2022
Q2 | $902K | Buy |
|
|||||
|
2022
Q1 | $998K | Buy |
|
|||||
|
2021
Q4 | $868K | Sell |
|
|||||
|
2021
Q3 | $798K | Buy |
|
|||||
|
2021
Q2 | $637K | Sell |
|
|||||
|
2021
Q1 | $951K | Buy |
|
|||||
|
2020
Q4 | $800K | Sell |
|
|||||
|
2020
Q3 | $851K | Buy |
|
|||||
|
2020
Q2 | $992K | Sell |
|
|||||
|
2020
Q1 | $1.28M | Buy |
|
|||||
|
2019
Q4 | $1.4M | Sell |
|
|||||
|
2019
Q3 | $1.61M | Sell |
|
|||||
|
2019
Q2 | $1.54M | Buy |
|
|||||
|
2019
Q1 | $1.49M | Sell |
|
|||||
|
2018
Q4 | $1.38M | Buy |
|
|||||
|
2018
Q3 | $1.02M | Sell |
|
|||||
|
2018
Q2 | $1.33M | Buy |
|
|||||
|
2018
Q1 | $1.25M | Buy |
|
|||||
|
2017
Q4 | $1.01M | Buy |
|
|||||
|
2017
Q3 | $949K | Sell |
|
|||||
|
2017
Q2 | $926K | Sell |
|
|||||
|
2017
Q1 | $1.28M | Sell |
|
|||||
|
2016
Q4 | $1.38M | Buy |
|
|||||
|
2016
Q3 | $1.37M | Sell |
|
|||||
|
2016
Q2 | $1.54M | Buy |
|
|||||
|
2016
Q1 | $1.48M | Buy |
|
|||||
|
2015
Q4 | $1.29M | Buy |
|
|||||
|
2015
Q3 | $1.06M | Sell |
|
|||||
|
2015
Q2 | $1.14M | Sell |
|
|||||
|
2015
Q1 | $1.29M | Sell |
|
|||||
|
2014
Q4 | $1.6M | Buy |
|
|||||
|
2014
Q3 | $1.31M | Buy |
|
|||||
|
2014
Q2 | $1.3M | Sell |
|
|||||
|
2014
Q1 | $1.31M | Buy |
|
|||||
|
2013
Q4 | $829K | Buy |
|
|||||
|
2013
Q3 | $824K | Sell |
|
|||||
|
2013
Q2 | $866K | Buy |
|