EverSource Wealth Advisors’s FirstEnergy FE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $101K | Sell |
2,501
-338
| -12% | -$13.6K | ﹤0.01% | 1192 |
|
|
2025
Q1 | $115K | Buy |
2,839
+732
| +35% | +$29.6K | 0.01% | 859 |
|
|
2024
Q4 | $83.8K | Buy |
2,107
+406
| +24% | +$16.2K | ﹤0.01% | 965 |
|
|
2024
Q3 | $75.5K | Buy |
1,701
+105
| +7% | +$4.66K | ﹤0.01% | 897 |
|
|
2024
Q2 | $66.9K | Buy |
1,596
+37
| +2% | +$1.55K | ﹤0.01% | 959 |
|
|
2024
Q1 | $59.8K | Buy |
1,559
+1,358
| +676% | +$52.1K | ﹤0.01% | 900 |
|
|
2023
Q4 | $7.37K | Sell |
201
-33
| -14% | -$1.21K | ﹤0.01% | 1700 |
|
|
2023
Q3 | $8K | Sell |
234
-38
| -14% | -$1.3K | ﹤0.01% | 1509 |
|
|
2023
Q2 | $10.6K | Sell |
272
-94
| -26% | -$3.65K | ﹤0.01% | 1414 |
|
|
2023
Q1 | $14.7K | Buy |
366
+106
| +41% | +$4.25K | ﹤0.01% | 1205 |
|
|
2022
Q4 | $10.9K | Sell |
260
-5
| -2% | -$210 | ﹤0.01% | 1298 |
|
|
2022
Q3 | $10K | Buy |
265
+125
| +89% | +$4.72K | ﹤0.01% | 1134 |
|
|
2022
Q2 | $5K | Buy |
140
+101
| +259% | +$3.61K | ﹤0.01% | 1257 |
|
|
2022
Q1 | $2K | Hold |
39
| – | – | ﹤0.01% | 1521 |
|
|
2021
Q4 | $2K | Buy |
+39
| New | +$2K | ﹤0.01% | 1537 |
|