IFP Advisors’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Buy |
7,545
+304
| +4% | +$12.2K | 0.01% | 1058 |
|
|
2025
Q1 | $293K | Sell |
7,241
-226
| -3% | -$9.14K | 0.01% | 989 |
|
|
2024
Q4 | $297K | Sell |
7,467
-162
| -2% | -$6.45K | 0.01% | 946 |
|
|
2024
Q3 | $338K | Sell |
7,629
-202
| -3% | -$8.96K | 0.01% | 846 |
|
|
2024
Q2 | $300K | Buy |
7,831
+2,167
| +38% | +$82.9K | 0.01% | 838 |
|
|
2024
Q1 | $219K | Sell |
5,664
-44
| -0.8% | -$1.7K | 0.01% | 955 |
|
|
2023
Q4 | $209K | Buy |
5,708
+317
| +6% | +$11.6K | 0.01% | 927 |
|
|
2023
Q3 | $184K | Sell |
5,391
-5,098
| -49% | -$174K | 0.01% | 1004 |
|
|
2023
Q2 | $408K | Sell |
10,489
-949
| -8% | -$36.9K | 0.02% | 726 |
|
|
2023
Q1 | $522K | Sell |
11,438
-7,565
| -40% | -$345K | 0.02% | 588 |
|
|
2022
Q4 | $880K | Sell |
19,003
-16,162
| -46% | -$748K | 0.02% | 668 |
|
|
2022
Q3 | $1.63M | Buy |
35,165
+5,057
| +17% | +$234K | 0.04% | 472 |
|
|
2022
Q2 | $1.38M | Hold |
30,108
| – | – | 0.04% | 474 |
|
|
2022
Q1 | $1.38M | Buy |
30,108
+2,111
| +8% | +$96.8K | 0.04% | 474 |
|
|
2021
Q4 | $1.17M | Buy |
27,997
+1,469
| +6% | +$61.3K | 0.02% | 365 |
|
|
2021
Q3 | $947K | Buy |
26,528
+10,158
| +62% | +$363K | 0.02% | 403 |
|
|
2021
Q2 | $609K | Buy |
16,370
+2,367
| +17% | +$88.1K | 0.01% | 494 |
|
|
2021
Q1 | $482K | Buy |
14,003
+4,107
| +42% | +$141K | 0.01% | 534 |
|
|
2020
Q4 | $303K | Buy |
9,896
+865
| +10% | +$26.5K | 0.01% | 659 |
|
|
2020
Q3 | $258K | Buy |
9,031
+315
| +4% | +$9K | 0.02% | 615 |
|
|
2020
Q2 | $333K | Buy |
8,716
+2,064
| +31% | +$78.9K | 0.03% | 514 |
|
|
2020
Q1 | $255K | Buy |
6,652
+494
| +8% | +$18.9K | 0.03% | 501 |
|
|
2019
Q4 | $296K | Buy |
6,158
+702
| +13% | +$33.7K | 0.02% | 557 |
|
|
2019
Q3 | $262K | Buy |
+5,456
| New | +$262K | 0.02% | 678 |
|
|
2019
Q1 | $59K | Sell |
1,450
-14,547
| -91% | -$592K | 0.01% | 893 |
|
|
2018
Q4 | $596K | Sell |
15,997
-1,499
| -9% | -$55.8K | 0.04% | 494 |
|
|
2018
Q3 | $650K | Buy |
17,496
+8,444
| +93% | +$314K | 0.03% | 575 |
|
|
2018
Q2 | $325K | Buy |
9,052
+1,492
| +20% | +$53.6K | 0.01% | 848 |
|
|
2018
Q1 | $231K | Hold |
7,560
| – | – | 0.01% | 924 |
|
|
2017
Q4 | $231K | Sell |
7,560
-29,187
| -79% | -$892K | 0.01% | 922 |
|
|
2017
Q3 | $1.13M | Buy |
36,747
+1,240
| +3% | +$38.2K | 0.05% | 405 |
|
|
2017
Q2 | $1.04M | Buy |
35,507
+707
| +2% | +$20.6K | 0.04% | 427 |
|
|
2017
Q1 | $1.11M | Buy |
34,800
+1,830
| +6% | +$58.2K | 0.05% | 403 |
|
|
2016
Q4 | $1.02M | Sell |
32,970
-757
| -2% | -$23.4K | 0.05% | 372 |
|
|
2016
Q3 | $1.12M | Sell |
33,727
-1,925
| -5% | -$63.7K | 0.06% | 332 |
|
|
2016
Q2 | $1.25M | Buy |
35,652
+34,202
| +2,359% | +$1.19M | 0.07% | 306 |
|
|
2016
Q1 | $59K | Sell |
1,450
-31,513
| -96% | -$1.28M | 0.01% | 893 |
|
|
2015
Q4 | $1.05M | Buy |
+32,963
| New | +$1.05M | 0.07% | 299 |
|