HB Wealth Management’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $433K | Buy |
10,743
+366
| +4% | +$14.7K | ﹤0.01% | 780 |
|
|
2025
Q1 | $419K | Buy |
10,377
+839
| +9% | +$33.9K | ﹤0.01% | 809 |
|
|
2024
Q4 | $379K | Buy |
9,538
+2,454
| +35% | +$97.6K | ﹤0.01% | 715 |
|
|
2024
Q3 | $314K | Sell |
7,084
-144
| -2% | -$6.39K | ﹤0.01% | 737 |
|
|
2024
Q2 | $277K | Buy |
7,228
+1,356
| +23% | +$51.9K | ﹤0.01% | 734 |
|
|
2024
Q1 | $227K | Buy |
+5,872
| New | +$227K | ﹤0.01% | 754 |
|