Global Retirement Partners’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305K | Buy |
+7,564
| New | +$305K | 0.01% | 908 |
|
|
2024
Q4 | $109K | Buy |
2,743
+193
| +8% | +$7.68K | ﹤0.01% | 1228 |
|
|
2024
Q3 | $113K | Sell |
2,550
-294
| -10% | -$13K | ﹤0.01% | 1183 |
|
|
2024
Q2 | $109K | Sell |
2,844
-103
| -3% | -$3.94K | ﹤0.01% | 1148 |
|
|
2024
Q1 | $114K | Sell |
2,947
-39
| -1% | -$1.51K | ﹤0.01% | 1023 |
|
|
2023
Q4 | $113K | Sell |
2,986
-57
| -2% | -$2.16K | ﹤0.01% | 982 |
|
|
2023
Q3 | $102K | Sell |
3,043
-1,702
| -36% | -$57.2K | 0.01% | 921 |
|
|
2023
Q2 | $184K | Buy |
4,745
+48
| +1% | +$1.87K | 0.01% | 722 |
|
|
2023
Q1 | $183K | Buy |
4,697
+589
| +14% | +$22.9K | 0.01% | 704 |
|
|
2022
Q4 | $172K | Buy |
4,108
+153
| +4% | +$6.42K | 0.01% | 637 |
|
|
2022
Q3 | $149K | Sell |
3,955
-8
| -0.2% | -$301 | 0.01% | 656 |
|
|
2022
Q2 | $152K | Buy |
3,963
+243
| +7% | +$9.32K | 0.01% | 628 |
|
|
2022
Q1 | $161K | Buy |
+3,720
| New | +$161K | 0.01% | 607 |
|
|
2021
Q4 | – | Sell |
-11,597
| Closed | -$413K | – | 737 |
|
|
2021
Q3 | $413K | Buy |
11,597
+235
| +2% | +$8.37K | 0.04% | 332 |
|
|
2021
Q2 | $423K | Buy |
11,362
+391
| +4% | +$14.6K | 0.04% | 320 |
|
|
2021
Q1 | $381K | Buy |
10,971
+679
| +7% | +$23.6K | 0.04% | 306 |
|
|
2020
Q4 | $315K | Sell |
10,292
-726
| -7% | -$22.2K | 0.04% | 311 |
|
|
2020
Q3 | $316K | Sell |
11,018
-108
| -1% | -$3.1K | 0.05% | 287 |
|
|
2020
Q2 | $431K | Buy |
11,126
+942
| +9% | +$36.5K | 0.07% | 243 |
|
|
2020
Q1 | $408K | Sell |
10,184
-2,204
| -18% | -$88.3K | 0.08% | 217 |
|
|
2019
Q4 | $602K | Buy |
12,388
+342
| +3% | +$16.6K | 0.09% | 204 |
|
|
2019
Q3 | $581K | Buy |
12,046
+2,019
| +20% | +$97.4K | 0.1% | 194 |
|
|
2019
Q2 | $429K | Buy |
10,027
+3,750
| +60% | +$160K | 0.08% | 205 |
|
|
2019
Q1 | $261K | Buy |
6,277
+275
| +5% | +$11.4K | 0.06% | 252 |
|
|
2018
Q4 | $225K | Sell |
6,002
-467
| -7% | -$17.5K | 0.06% | 263 |
|
|
2018
Q3 | $240K | Buy |
6,469
+143
| +2% | +$5.31K | 0.05% | 270 |
|
|
2018
Q2 | $227K | Buy |
6,326
+5,924
| +1,474% | +$213K | 0.06% | 264 |
|
|
2018
Q1 | $14K | Hold |
402
| – | – | ﹤0.01% | 857 |
|
|
2017
Q4 | $12K | Buy |
+402
| New | +$12K | ﹤0.01% | 844 |
|