Harbor Investment 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 | $747K | Hold |
18,552
| – | – | 0.07% | 207 |
|
|
2025
Q1 | $750K | Hold |
18,552
| – | – | 0.07% | 193 |
|
|
2024
Q4 | $738K | Sell |
18,552
-1,077
| -5% | -$42.8K | 0.07% | 189 |
|
|
2024
Q3 | $871K | Sell |
19,629
-8
| -0% | -$355 | 0.09% | 174 |
|
|
2024
Q2 | $752K | Buy |
19,637
+8
| +0% | +$306 | 0.08% | 179 |
|
|
2024
Q1 | $758K | Sell |
19,629
-680
| -3% | -$26.3K | 0.08% | 189 |
|
|
2023
Q4 | $745K | Hold |
20,309
| – | – | 0.09% | 178 |
|
|
2023
Q3 | $694K | Hold |
20,309
| – | – | 0.09% | 165 |
|
|
2023
Q2 | $790K | Sell |
20,309
-22
| -0.1% | -$855 | 0.11% | 163 |
|
|
2023
Q1 | $814K | Hold |
20,331
| – | – | 0.12% | 158 |
|
|
2022
Q4 | $853K | Hold |
20,331
| – | – | 0.13% | 148 |
|
|
2022
Q3 | $752K | Hold |
20,331
| – | – | 0.12% | 150 |
|
|
2022
Q2 | $781K | Hold |
20,331
| – | – | 0.13% | 149 |
|
|
2022
Q1 | $932K | Sell |
20,331
-43
| -0.2% | -$1.97K | 0.12% | 146 |
|
|
2021
Q4 | $847K | Buy |
20,374
+43
| +0.2% | +$1.79K | 0.11% | 157 |
|
|
2021
Q3 | $724K | Hold |
20,331
| – | – | 0.1% | 172 |
|
|
2021
Q2 | $757K | Hold |
20,331
| – | – | 0.1% | 166 |
|
|
2021
Q1 | $705K | Sell |
20,331
-149
| -0.7% | -$5.17K | 0.11% | 161 |
|
|
2020
Q4 | $627K | Sell |
20,480
-28
| -0.1% | -$857 | 0.1% | 164 |
|
|
2020
Q3 | $589K | Buy |
20,508
+19,956
| +3,615% | +$573K | 0.11% | 147 |
|
|
2020
Q2 | $21K | Buy |
552
+249
| +82% | +$9.47K | ﹤0.01% | 614 |
|
|
2020
Q1 | $12K | Sell |
303
-1
| -0.3% | -$40 | ﹤0.01% | 690 |
|
|
2019
Q4 | $15K | Buy |
+304
| New | +$15K | ﹤0.01% | 566 |
|