Good Life 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 | $251K | Buy |
6,232
+429
| +7% | +$17.3K | 0.02% | 433 |
|
2025
Q1 | $235K | Buy |
5,803
+56
| +1% | +$2.26K | 0.02% | 443 |
|
2024
Q4 | $229K | Sell |
5,747
-5,491
| -49% | -$218K | 0.02% | 427 |
|
2024
Q3 | $498K | Buy |
11,238
+5,942
| +112% | +$264K | 0.03% | 345 |
|
2024
Q2 | $203K | Buy |
+5,296
| New | +$203K | 0.02% | 435 |
|
2023
Q1 | – | Sell |
-5,274
| Closed | -$221K | – | 398 |
|
2022
Q4 | $221K | Buy |
+5,274
| New | +$221K | 0.03% | 310 |
|
2022
Q3 | – | Sell |
-5,350
| Closed | -$205K | – | 350 |
|
2022
Q2 | $205K | Sell |
5,350
-866
| -14% | -$33.2K | 0.03% | 321 |
|
2022
Q1 | $285K | Buy |
6,216
+379
| +6% | +$17.4K | 0.04% | 294 |
|
2021
Q4 | $243K | Buy |
5,837
+32
| +0.6% | +$1.33K | 0.03% | 328 |
|
2021
Q3 | $207K | Buy |
5,805
+31
| +0.5% | +$1.11K | 0.03% | 344 |
|
2021
Q2 | $215K | Buy |
+5,774
| New | +$215K | 0.04% | 285 |
|
2020
Q1 | – | Sell |
-4,477
| Closed | -$219K | – | 235 |
|
2019
Q4 | $219K | Buy |
4,477
+88
| +2% | +$4.31K | 0.06% | 234 |
|
2019
Q3 | $212K | Buy |
+4,389
| New | +$212K | 0.07% | 228 |
|