Diversify Advisory Services’s FirstEnergy FE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-5,785
Closed -$224K 648
2024
Q4
$224K Sell
5,785
-1,585
-22% -$61.4K 0.01% 566
2024
Q3
$323K Sell
7,370
-3,301
-31% -$145K 0.02% 480
2024
Q2
$412K Sell
10,671
-13,533
-56% -$523K 0.02% 415
2024
Q1
$929K Buy
+24,204
New +$929K 0.05% 267