Farther Finance 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 | $402K | Buy |
9,980
+556
| +6% | +$22.4K | 0.01% | 1014 |
|
2025
Q1 | $381K | Buy |
9,424
+5,877
| +166% | +$237K | 0.01% | 924 |
|
2024
Q4 | $141K | Sell |
3,547
-584
| -14% | -$23.2K | 0.01% | 1160 |
|
2024
Q3 | $183K | Buy |
4,131
+836
| +25% | +$37.1K | 0.01% | 1026 |
|
2024
Q2 | $126K | Buy |
3,295
+1,322
| +67% | +$50.6K | 0.01% | 1032 |
|
2024
Q1 | $75.7K | Buy |
1,973
+86
| +5% | +$3.3K | ﹤0.01% | 1041 |
|
2023
Q4 | $69.2K | Buy |
1,887
+765
| +68% | +$28K | 0.01% | 919 |
|
2023
Q3 | $38.3K | Buy |
1,122
+957
| +580% | +$32.7K | 0.01% | 862 |
|
2023
Q2 | $6.42K | Buy |
165
+9
| +6% | +$350 | ﹤0.01% | 1341 |
|
2023
Q1 | $6.25K | Hold |
156
| – | – | ﹤0.01% | 1262 |
|
2022
Q4 | $6.54K | Buy |
+156
| New | +$6.54K | ﹤0.01% | 1079 |
|