Greenleaf Trust’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $404K | Buy |
10,028
+170
| +2% | +$6.84K | ﹤0.01% | 547 |
|
2025
Q1 | $398K | Sell |
9,858
-1,293
| -12% | -$52.3K | ﹤0.01% | 557 |
|
2024
Q4 | $444K | Buy |
11,151
+1,445
| +15% | +$57.5K | ﹤0.01% | 532 |
|
2024
Q3 | $430K | Buy |
9,706
+7
| +0.1% | +$310 | ﹤0.01% | 551 |
|
2024
Q2 | $371K | Sell |
9,699
-37
| -0.4% | -$1.42K | ﹤0.01% | 550 |
|
2024
Q1 | $376K | Buy |
9,736
+295
| +3% | +$11.4K | ﹤0.01% | 541 |
|
2023
Q4 | $346K | Buy |
9,441
+1,344
| +17% | +$49.3K | ﹤0.01% | 561 |
|
2023
Q3 | $277K | Sell |
8,097
-2,007
| -20% | -$68.6K | ﹤0.01% | 610 |
|
2023
Q2 | $393K | Buy |
10,104
+2,968
| +42% | +$115K | ﹤0.01% | 515 |
|
2023
Q1 | $286K | Buy |
7,136
+114
| +2% | +$4.57K | ﹤0.01% | 619 |
|
2022
Q4 | $295K | Buy |
7,022
+89
| +1% | +$3.74K | ﹤0.01% | 587 |
|
2022
Q3 | $257K | Buy |
6,933
+783
| +13% | +$29K | ﹤0.01% | 588 |
|
2022
Q2 | $236K | Sell |
6,150
-362
| -6% | -$13.9K | ﹤0.01% | 626 |
|
2022
Q1 | $299K | Buy |
6,512
+1,145
| +21% | +$52.6K | ﹤0.01% | 593 |
|
2021
Q4 | $223K | Buy |
+5,367
| New | +$223K | ﹤0.01% | 694 |
|