Financial Counselors Inc’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-54,446
| Closed | -$2.2M | – | 200 |
|
|
2025
Q1 | $2.2M | Sell |
54,446
-1,240
| -2% | -$50.1K | 0.03% | 269 |
|
|
2024
Q4 | $2.22M | Sell |
55,686
-396
| -0.7% | -$15.8K | 0.03% | 261 |
|
|
2024
Q3 | $2.49M | Buy |
56,082
+8
| +0% | +$355 | 0.04% | 258 |
|
|
2024
Q2 | $2.15M | Sell |
56,074
-127
| -0.2% | -$4.86K | 0.03% | 259 |
|
|
2024
Q1 | $2.17M | Sell |
56,201
-851
| -1% | -$32.9K | 0.04% | 261 |
|
|
2023
Q4 | $2.09M | Sell |
57,052
-148
| -0.3% | -$5.43K | 0.04% | 263 |
|
|
2023
Q3 | $1.96M | Sell |
57,200
-171
| -0.3% | -$5.85K | 0.04% | 260 |
|
|
2023
Q2 | $2.23M | Sell |
57,371
-176
| -0.3% | -$6.84K | 0.05% | 243 |
|
|
2023
Q1 | $2.31M | Sell |
57,547
-680
| -1% | -$27.2K | 0.05% | 235 |
|
|
2022
Q4 | $2.44M | Sell |
58,227
-288
| -0.5% | -$12.1K | 0.05% | 228 |
|
|
2022
Q3 | $2.17M | Sell |
58,515
-26
| -0% | -$962 | 0.05% | 230 |
|
|
2022
Q2 | $2.25M | Sell |
58,541
-507
| -0.9% | -$19.5K | 0.05% | 229 |
|
|
2022
Q1 | $2.71M | Sell |
59,048
-683
| -1% | -$31.3K | 0.06% | 226 |
|
|
2021
Q4 | $2.48M | Sell |
59,731
-2,679
| -4% | -$111K | 0.05% | 235 |
|
|
2021
Q3 | $2.22M | Sell |
62,410
-254
| -0.4% | -$9.05K | 0.05% | 248 |
|
|
2021
Q2 | $2.33M | Sell |
62,664
-340
| -0.5% | -$12.7K | 0.05% | 241 |
|
|
2021
Q1 | $2.19M | Sell |
63,004
-161
| -0.3% | -$5.59K | 0.05% | 245 |
|
|
2020
Q4 | $1.93M | Sell |
63,165
-901
| -1% | -$27.6K | 0.05% | 254 |
|
|
2020
Q3 | $1.84M | Sell |
64,066
-454
| -0.7% | -$13K | 0.05% | 242 |
|
|
2020
Q2 | $2.5M | Sell |
64,520
-5,414
| -8% | -$210K | 0.08% | 214 |
|
|
2020
Q1 | $2.8M | Sell |
69,934
-867
| -1% | -$34.7K | 0.12% | 170 |
|
|
2019
Q4 | $3.44M | Sell |
70,801
-453
| -0.6% | -$22K | 0.12% | 169 |
|
|
2019
Q3 | $3.44M | Sell |
71,254
-1,184
| -2% | -$57.1K | 0.14% | 162 |
|
|
2019
Q2 | $3.1M | Sell |
72,438
-1,293
| -2% | -$55.4K | 0.13% | 174 |
|
|
2019
Q1 | $3.07M | Buy |
73,731
+5,307
| +8% | +$221K | 0.13% | 171 |
|
|
2018
Q4 | $2.57M | Buy |
68,424
+217
| +0.3% | +$8.15K | 0.13% | 177 |
|
|
2018
Q3 | $2.54M | Sell |
68,207
-759
| -1% | -$28.2K | 0.11% | 189 |
|
|
2018
Q2 | $2.48M | Sell |
68,966
-552
| -0.8% | -$19.8K | 0.11% | 185 |
|
|
2018
Q1 | $2.36M | Sell |
69,518
-931
| -1% | -$31.7K | 0.11% | 186 |
|
|
2017
Q4 | $2.16M | Sell |
70,449
-788
| -1% | -$24.1K | 0.1% | 208 |
|
|
2017
Q3 | $2.2M | Sell |
71,237
-39,061
| -35% | -$1.2M | 0.11% | 204 |
|
|
2017
Q2 | $3.22M | Buy |
110,298
+25,304
| +30% | +$738K | 0.16% | 163 |
|
|
2017
Q1 | $2.71M | Sell |
84,994
-1,647
| -2% | -$52.4K | 0.14% | 175 |
|
|
2016
Q4 | $2.68M | Buy |
+86,641
| New | +$2.68M | 0.14% | 174 |
|
|
2016
Q2 | $2.97M | Sell |
85,051
-454
| -0.5% | -$15.8K | 0.18% | 164 |
|
|
2016
Q1 | $3.08M | Buy |
85,505
+162
| +0.2% | +$5.83K | 0.19% | 164 |
|
|
2015
Q4 | $2.71M | Sell |
85,343
-2,638
| -3% | -$83.7K | 0.17% | 161 |
|
|
2015
Q3 | $2.76M | Sell |
87,981
-822
| -0.9% | -$25.7K | 0.19% | 159 |
|
|
2015
Q2 | $2.89M | Buy |
88,803
+783
| +0.9% | +$25.5K | 0.18% | 160 |
|
|
2015
Q1 | $3.09M | Buy |
88,020
+6,740
| +8% | +$236K | 0.19% | 158 |
|
|
2014
Q4 | $3.17M | Buy |
81,280
+174
| +0.2% | +$6.78K | 0.2% | 155 |
|
|
2014
Q3 | $2.72M | Buy |
81,106
+6,868
| +9% | +$231K | 0.19% | 160 |
|
|
2014
Q2 | $2.58M | Sell |
74,238
-12
| -0% | -$417 | 0.18% | 164 |
|
|
2014
Q1 | $2.53M | Buy |
74,250
+162
| +0.2% | +$5.51K | 0.18% | 161 |
|
|
2013
Q4 | $2.44M | Buy |
74,088
+4,068
| +6% | +$134K | 0.18% | 160 |
|
|
2013
Q3 | $2.55M | Buy |
70,020
+9,085
| +15% | +$331K | 0.21% | 145 |
|
|
2013
Q2 | $2.28M | Buy |
+60,935
| New | +$2.28M | 0.19% | 152 |
|