Equitable Trust’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $913K | Sell |
22,670
-7
| -0% | -$282 | 0.05% | 241 |
|
|
2025
Q1 | $917K | Buy |
22,677
+266
| +1% | +$10.8K | 0.05% | 232 |
|
|
2024
Q4 | $892K | Hold |
22,411
| – | – | 0.05% | 243 |
|
|
2024
Q3 | $994K | Hold |
22,411
| – | – | 0.06% | 207 |
|
|
2024
Q2 | $858K | Buy |
22,411
+211
| +1% | +$8.08K | 0.06% | 218 |
|
|
2024
Q1 | $857K | Buy |
22,200
+713
| +3% | +$27.5K | 0.06% | 226 |
|
|
2023
Q4 | $788K | Hold |
21,487
| – | – | 0.06% | 212 |
|
|
2023
Q3 | $734K | Buy |
21,487
+2,357
| +12% | +$80.6K | 0.06% | 203 |
|
|
2023
Q2 | $744K | Sell |
19,130
-78
| -0.4% | -$3.03K | 0.06% | 207 |
|
|
2023
Q1 | $769K | Sell |
19,208
-219
| -1% | -$8.77K | 0.06% | 201 |
|
|
2022
Q4 | $815K | Buy |
+19,427
| New | +$815K | 0.06% | 198 |
|