FinTrust Capital Advisors’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $35.8K | Buy |
808
+80
| +11% | +$3.55K | 0.01% | 667 |
|
|
2024
Q2 | $27.9K | Buy |
728
+65
| +10% | +$2.49K | 0.01% | 673 |
|
|
2024
Q1 | $25.6K | Buy |
663
+610
| +1,151% | +$23.6K | ﹤0.01% | 680 |
|
|
2023
Q4 | $1.94K | Sell |
53
-1,200
| -96% | -$44K | ﹤0.01% | 1054 |
|
|
2023
Q3 | $42.8K | Sell |
1,253
-786
| -39% | -$26.9K | 0.01% | 480 |
|
|
2023
Q2 | $85.5K | Hold |
2,039
| – | – | 0.02% | 370 |
|
|
2023
Q1 | $85.5K | Hold |
2,039
| – | – | 0.02% | 370 |
|
|
2022
Q4 | $85.5K | Hold |
2,039
| – | – | 0.02% | 370 |
|
|
2022
Q3 | $76K | Buy |
2,039
+214
| +12% | +$7.98K | 0.02% | 429 |
|
|
2022
Q2 | $70K | Buy |
1,825
+147
| +9% | +$5.64K | 0.02% | 463 |
|
|
2022
Q1 | $77K | Buy |
+1,678
| New | +$77K | 0.02% | 467 |
|
|
2020
Q3 | – | Sell |
-175
| Closed | -$7K | – | 1145 |
|
|
2020
Q2 | $7K | Sell |
175
-175
| -50% | -$7K | ﹤0.01% | 772 |
|
|
2020
Q1 | $14K | Hold |
350
| – | – | 0.01% | 693 |
|
|
2019
Q4 | $17K | Hold |
350
| – | – | 0.01% | 664 |
|
|
2019
Q3 | $17K | Sell |
350
-130
| -27% | -$6.31K | 0.01% | 653 |
|
|
2019
Q2 | $21K | Buy |
480
+110
| +30% | +$4.81K | 0.01% | 589 |
|
|
2019
Q1 | $16K | Hold |
370
| – | – | 0.01% | 653 |
|
|
2018
Q4 | $13K | Buy |
+370
| New | +$13K | 0.01% | 685 |
|