HSA
HBK Sorce Advisory’s FirstEnergy FE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $435K | Buy |
10,794
+1,113
| +11% | +$44.8K | 0.01% | 367 |
|
|
2025
Q1 | $391K | Buy |
9,681
+727
| +8% | +$29.4K | 0.01% | 383 |
|
|
2024
Q4 | $356K | Buy |
8,954
+1,395
| +18% | +$55.5K | 0.01% | 409 |
|
|
2024
Q3 | $335K | Buy |
7,559
+44
| +0.6% | +$1.95K | 0.01% | 424 |
|
|
2024
Q2 | $288K | Sell |
7,515
-119
| -2% | -$4.55K | 0.01% | 450 |
|
|
2024
Q1 | $295K | Buy |
7,634
+722
| +10% | +$27.9K | 0.01% | 454 |
|
|
2023
Q4 | $253K | Buy |
6,912
+590
| +9% | +$21.6K | 0.01% | 448 |
|
|
2023
Q3 | $216K | Sell |
6,322
-684
| -10% | -$23.4K | 0.01% | 496 |
|
|
2023
Q2 | $272K | Sell |
7,006
-961
| -12% | -$37.4K | 0.01% | 461 |
|
|
2023
Q1 | $319K | Sell |
7,967
-4,209
| -35% | -$169K | 0.01% | 419 |
|
|
2022
Q4 | $511K | Buy |
12,176
+6,009
| +97% | +$252K | 0.01% | 405 |
|
|
2022
Q3 | $228K | Buy |
6,167
+367
| +6% | +$13.6K | 0.02% | 427 |
|
|
2022
Q2 | $223K | Sell |
5,800
-1,425
| -20% | -$54.8K | 0.02% | 400 |
|
|
2022
Q1 | $331K | Sell |
7,225
-763
| -10% | -$35K | 0.02% | 382 |
|
|
2021
Q4 | $332K | Sell |
7,988
-255
| -3% | -$10.6K | 0.02% | 425 |
|
|
2021
Q3 | $294K | Buy |
8,243
+1,008
| +14% | +$36K | 0.02% | 443 |
|
|
2021
Q2 | $269K | Buy |
7,235
+6
| +0.1% | +$223 | 0.01% | 475 |
|
|
2021
Q1 | $251K | Buy |
+7,229
| New | +$251K | 0.02% | 447 |
|
|
2020
Q3 | – | Sell |
-6,739
| Closed | -$261K | – | 459 |
|
|
2020
Q2 | $261K | Buy |
6,739
+1
| +0% | +$39 | 0.02% | 359 |
|
|
2020
Q1 | $270K | Buy |
6,738
+181
| +3% | +$7.25K | 0.03% | 310 |
|
|
2019
Q4 | $319K | Buy |
6,557
+1,501
| +30% | +$73K | 0.03% | 333 |
|
|
2019
Q3 | $244K | Sell |
5,056
-1
| -0% | -$48 | 0.02% | 359 |
|
|
2019
Q2 | $217K | Buy |
+5,057
| New | +$217K | 0.02% | 376 |
|
|
2013
Q4 | – | Sell |
-9,142
| Closed | -$333K | – | 188 |
|
|
2013
Q3 | $333K | Sell |
9,142
-9,268
| -50% | -$338K | 0.14% | 109 |
|
|
2013
Q2 | $688K | Buy |
+18,410
| New | +$688K | 0.15% | 99 |
|