Gladstone Institutional Advisory’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Buy |
5,283
+1
| +0% | +$40 | 0.01% | 698 |
|
|
2025
Q1 | $213K | Sell |
5,282
-70
| -1% | -$2.83K | 0.01% | 676 |
|
|
2024
Q4 | $213K | Buy |
5,352
+182
| +4% | +$7.24K | 0.01% | 658 |
|
|
2024
Q3 | $229K | Buy |
+5,170
| New | +$229K | 0.01% | 626 |
|
|
2020
Q2 | – | Sell |
-5,086
| Closed | -$203K | – | 263 |
|
|
2020
Q1 | $203K | Buy |
+5,086
| New | +$203K | 0.05% | 252 |
|