First Foundation 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 | $265K | Buy |
6,591
+667
| +11% | +$26.9K | 0.01% | 295 |
|
|
2025
Q1 | $239K | Hold |
5,924
| – | – | 0.01% | 298 |
|
|
2024
Q4 | $236K | Hold |
5,924
| – | – | 0.01% | 308 |
|
|
2024
Q3 | $263K | Sell |
5,924
-45
| -0.8% | -$2K | 0.01% | 299 |
|
|
2024
Q2 | $228K | Buy |
5,969
+45
| +0.8% | +$1.72K | 0.01% | 308 |
|
|
2024
Q1 | $229K | Hold |
5,924
| – | – | 0.01% | 315 |
|
|
2023
Q4 | $217K | Sell |
5,924
-6,723
| -53% | -$246K | 0.01% | 323 |
|
|
2023
Q3 | $432K | Sell |
12,647
-212
| -2% | -$7.25K | 0.02% | 272 |
|
|
2023
Q2 | $500K | Buy |
12,859
+202
| +2% | +$7.85K | 0.02% | 249 |
|
|
2023
Q1 | $507K | Sell |
12,657
-11
| -0.1% | -$441 | 0.02% | 233 |
|
|
2022
Q4 | $531K | Buy |
12,668
+103
| +0.8% | +$4.32K | 0.03% | 237 |
|
|
2022
Q3 | $465K | Buy |
12,565
+63
| +0.5% | +$2.33K | 0.02% | 243 |
|
|
2022
Q2 | $480K | Buy |
+12,502
| New | +$480K | 0.02% | 254 |
|