Dakota Wealth Management’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $313K | Buy |
7,786
+153
| +2% | +$6.16K | 0.01% | 605 |
|
|
2025
Q1 | $309K | Buy |
7,633
+249
| +3% | +$10.1K | 0.01% | 605 |
|
|
2024
Q4 | $294K | Buy |
7,384
+1,646
| +29% | +$65.5K | 0.01% | 608 |
|
|
2024
Q3 | $254K | Sell |
5,738
-6
| -0.1% | -$266 | 0.01% | 627 |
|
|
2024
Q2 | $220K | Sell |
5,744
-74
| -1% | -$2.83K | 0.01% | 637 |
|
|
2024
Q1 | $225K | Buy |
+5,818
| New | +$225K | 0.01% | 642 |
|