EP Wealth Advisors’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $549K | Sell |
13,646
-200
| -1% | -$8.05K | ﹤0.01% | 749 |
|
|
2025
Q1 | $560K | Buy |
13,846
+1,583
| +13% | +$64K | ﹤0.01% | 667 |
|
|
2024
Q4 | $488K | Buy |
12,263
+2,438
| +25% | +$97K | ﹤0.01% | 703 |
|
|
2024
Q3 | $436K | Buy |
9,825
+1,889
| +24% | +$83.8K | ﹤0.01% | 731 |
|
|
2024
Q2 | $304K | Buy |
7,936
+220
| +3% | +$8.42K | ﹤0.01% | 651 |
|
|
2024
Q1 | $298K | Buy |
7,716
+207
| +3% | +$7.99K | ﹤0.01% | 628 |
|
|
2023
Q4 | $275K | Buy |
7,509
+134
| +2% | +$4.91K | ﹤0.01% | 639 |
|
|
2023
Q3 | $252K | Sell |
7,375
-1,656
| -18% | -$56.6K | ﹤0.01% | 598 |
|
|
2023
Q2 | $294K | Buy |
9,031
+6,258
| +226% | +$204K | ﹤0.01% | 569 |
|
|
2023
Q1 | $633K | Sell |
2,773
-7,624
| -73% | -$1.74M | 0.01% | 368 |
|
|
2022
Q4 | $436K | Buy |
+10,397
| New | +$436K | 0.01% | 407 |
|
|
2022
Q3 | – | Sell |
-8,088
| Closed | -$311K | – | 433 |
|
|
2022
Q2 | $311K | Buy |
8,088
+437
| +6% | +$16.8K | 0.01% | 471 |
|
|
2022
Q1 | $351K | Buy |
7,651
+86
| +1% | +$3.95K | 0.01% | 459 |
|
|
2021
Q4 | $315K | Sell |
7,565
-406
| -5% | -$16.9K | 0.01% | 454 |
|
|
2021
Q3 | $284K | Sell |
7,971
-3,205
| -29% | -$114K | 0.01% | 443 |
|
|
2021
Q2 | $416K | Sell |
11,176
-2,506
| -18% | -$93.3K | 0.01% | 373 |
|
|
2021
Q1 | $475K | Sell |
13,682
-1,004
| -7% | -$34.9K | 0.02% | 334 |
|
|
2020
Q4 | $450K | Sell |
14,686
-3,475
| -19% | -$106K | 0.02% | 283 |
|
|
2020
Q3 | $521K | Buy |
18,161
+1,880
| +12% | +$53.9K | 0.02% | 223 |
|
|
2020
Q2 | $631K | Sell |
16,281
-2,510
| -13% | -$97.3K | 0.03% | 220 |
|
|
2020
Q1 | $753K | Sell |
18,791
-876
| -4% | -$35.1K | 0.04% | 210 |
|
|
2019
Q4 | $956K | Buy |
19,667
+184
| +0.9% | +$8.94K | 0.04% | 200 |
|
|
2019
Q3 | $940K | Buy |
19,483
+1,190
| +7% | +$57.4K | 0.05% | 168 |
|
|
2019
Q2 | $783K | Sell |
18,293
-1,317
| -7% | -$56.4K | 0.05% | 156 |
|
|
2019
Q1 | $816K | Sell |
19,610
-207
| -1% | -$8.61K | 0.08% | 130 |
|
|
2018
Q4 | $744K | Sell |
19,817
-761
| -4% | -$28.6K | 0.06% | 145 |
|
|
2018
Q3 | $765K | Buy |
+20,578
| New | +$765K | 0.06% | 141 |
|