Glass Jacobson Investment 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 | – | Sell |
-1,366
| Closed | -$54.3K | – | 653 |
|
2025
Q1 | $54.3K | Hold |
1,366
| – | – | 0.02% | 364 |
|
2024
Q4 | $54.3K | Hold |
1,366
| – | – | 0.02% | 364 |
|
2024
Q3 | $60.6K | Hold |
1,366
| – | – | 0.02% | 335 |
|
2024
Q2 | $52.3K | Hold |
1,366
| – | – | 0.02% | 337 |
|
2024
Q1 | $52.8K | Hold |
1,366
| – | – | 0.02% | 342 |
|
2023
Q4 | $50.1K | Hold |
1,366
| – | – | 0.02% | 328 |
|
2023
Q3 | $46.7K | Hold |
1,366
| – | – | 0.02% | 332 |
|
2023
Q2 | $53.1K | Buy |
+1,366
| New | +$53.1K | 0.02% | 325 |
|
2022
Q4 | $57.3K | Buy |
+1,366
| New | +$57.3K | 0.03% | 327 |
|