GeoWealth Management’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Buy |
6,314
+1,583
| +33% | +$63.7K | 0.01% | 590 |
|
|
2025
Q1 | $191K | Sell |
4,731
-565
| -11% | -$22.8K | 0.01% | 672 |
|
|
2024
Q4 | $211K | Buy |
5,296
+19
| +0.4% | +$756 | 0.01% | 747 |
|
|
2024
Q3 | $234K | Sell |
5,277
-164
| -3% | -$7.27K | 0.01% | 670 |
|
|
2024
Q2 | $208K | Buy |
5,441
+410
| +8% | +$15.7K | 0.01% | 669 |
|
|
2024
Q1 | $194K | Buy |
5,031
+445
| +10% | +$17.2K | 0.01% | 693 |
|
|
2023
Q4 | $168K | Buy |
4,586
+1,532
| +50% | +$56.1K | 0.01% | 529 |
|
|
2023
Q3 | $105K | Sell |
3,054
-94
| -3% | -$3.23K | 0.01% | 329 |
|
|
2023
Q2 | $123K | Sell |
3,148
-20
| -0.6% | -$781 | 0.01% | 272 |
|
|
2023
Q1 | $127K | Buy |
+3,168
| New | +$127K | 0.01% | 232 |
|