HighPoint Advisor Group’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $719K | Buy |
17,862
+1,736
| +11% | +$69.9K | 0.04% | 309 |
|
|
2025
Q1 | $695K | Buy |
16,126
+3,956
| +33% | +$170K | 0.04% | 298 |
|
|
2024
Q4 | $492K | Buy |
12,170
+433
| +4% | +$17.5K | 0.03% | 382 |
|
|
2024
Q3 | $521K | Sell |
11,737
-471
| -4% | -$20.9K | 0.03% | 348 |
|
|
2024
Q2 | $510K | Buy |
12,208
+1,054
| +9% | +$44K | 0.03% | 345 |
|
|
2024
Q1 | $443K | Sell |
11,154
-2
| -0% | -$79 | 0.03% | 376 |
|
|
2023
Q4 | $428K | Buy |
+11,156
| New | +$428K | 0.03% | 390 |
|
|
2022
Q2 | $352K | Buy |
+9,401
| New | +$352K | 0.04% | 359 |
|
|
2021
Q3 | $267K | Buy |
7,508
+68
| +0.9% | +$2.42K | 0.03% | 429 |
|
|
2021
Q2 | $277K | Buy |
7,440
+708
| +11% | +$26.4K | 0.03% | 414 |
|
|
2021
Q1 | $234K | Buy |
6,732
+342
| +5% | +$11.9K | 0.03% | 426 |
|
|
2020
Q4 | $208K | Buy |
6,390
+2,905
| +83% | +$94.6K | 0.03% | 423 |
|
|
2020
Q3 | $356K | Sell |
3,485
-256
| -7% | -$26.2K | 0.06% | 241 |
|
|
2020
Q2 | $368K | Sell |
3,741
-25
| -0.7% | -$2.46K | 0.08% | 203 |
|
|
2020
Q1 | $362K | Sell |
3,766
-104
| -3% | -$10K | 0.09% | 193 |
|
|
2019
Q4 | $466K | Buy |
3,870
+170
| +5% | +$20.5K | 0.1% | 190 |
|
|
2019
Q3 | $409K | Buy |
3,700
+128
| +4% | +$14.1K | 0.09% | 195 |
|
|
2019
Q2 | $340K | Sell |
3,572
-2,743
| -43% | -$261K | 0.08% | 220 |
|
|
2019
Q1 | $265K | Buy |
6,315
+50
| +0.8% | +$2.1K | 0.06% | 265 |
|
|
2018
Q4 | $248K | Buy |
6,265
+120
| +2% | +$4.75K | 0.07% | 258 |
|
|
2018
Q3 | $237K | Buy |
6,145
+3
| +0% | +$116 | 0.06% | 271 |
|
|
2018
Q2 | $228K | Sell |
6,142
-131
| -2% | -$4.86K | 0.06% | 285 |
|
|
2018
Q1 | $209K | Buy |
+6,273
| New | +$209K | 0.06% | 301 |
|