Everhart Financial Group’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $397K | Buy |
9,853
+717
| +8% | +$28.9K | 0.05% | 257 |
|
|
2025
Q1 | $369K | Buy |
9,136
+1,207
| +15% | +$48.8K | 0.05% | 250 |
|
|
2024
Q4 | $315K | Sell |
7,929
-769
| -9% | -$30.6K | 0.06% | 251 |
|
|
2024
Q3 | $386K | Buy |
8,698
+928
| +12% | +$41.2K | 0.09% | 225 |
|
|
2024
Q2 | $297K | Buy |
7,770
+1,799
| +30% | +$68.8K | 0.08% | 224 |
|
|
2024
Q1 | $231K | Buy |
+5,971
| New | +$231K | 0.07% | 248 |
|