CX Institutional’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $186K | Buy |
4,609
+309
| +7% | +$12.5K | 0.01% | 651 |
|
2025
Q1 | $174K | Buy |
+4,300
| New | +$174K | 0.01% | 636 |
|
2022
Q3 | – | Sell |
-1,180
| Closed | -$45K | – | 700 |
|
2022
Q2 | $45K | Buy |
+1,180
| New | +$45K | ﹤0.01% | 699 |
|
2021
Q4 | – | Sell |
-1,069
| Closed | -$38K | – | 537 |
|
2021
Q3 | $38K | Buy |
1,069
+38
| +4% | +$1.35K | ﹤0.01% | 630 |
|
2021
Q2 | $38K | Buy |
1,031
+167
| +19% | +$6.16K | ﹤0.01% | 611 |
|
2021
Q1 | $30K | Buy |
864
+170
| +24% | +$5.9K | ﹤0.01% | 596 |
|
2020
Q4 | $21K | Buy |
694
+103
| +17% | +$3.12K | ﹤0.01% | 601 |
|
2020
Q3 | $17K | Buy |
591
+544
| +1,157% | +$15.6K | ﹤0.01% | 580 |
|
2020
Q2 | $2K | Buy |
47
+4
| +9% | +$170 | ﹤0.01% | 745 |
|
2020
Q1 | $2K | Sell |
43
-114
| -73% | -$5.3K | ﹤0.01% | 665 |
|
2019
Q4 | $8K | Hold |
157
| – | – | ﹤0.01% | 462 |
|
2019
Q3 | $8K | Buy |
157
+12
| +8% | +$611 | ﹤0.01% | 497 |
|
2019
Q2 | $6K | Buy |
145
+21
| +17% | +$869 | ﹤0.01% | 569 |
|
2019
Q1 | $5K | Buy |
+124
| New | +$5K | ﹤0.01% | 545 |
|