Independent Advisor Alliance’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $926K | Buy |
22,989
+241
| +1% | +$9.7K | 0.03% | 435 |
|
|
2025
Q1 | $919K | Buy |
22,748
+135
| +0.6% | +$5.46K | 0.03% | 387 |
|
|
2024
Q4 | $900K | Buy |
22,613
+2,632
| +13% | +$105K | 0.01% | 755 |
|
|
2024
Q3 | $886K | Sell |
19,981
-370
| -2% | -$16.4K | 0.03% | 349 |
|
|
2024
Q2 | $779K | Sell |
20,351
-151
| -0.7% | -$5.78K | 0.03% | 374 |
|
|
2024
Q1 | $792K | Hold |
20,502
| – | – | 0.03% | 362 |
|
|
2023
Q4 | $752K | Sell |
20,502
-228
| -1% | -$8.36K | 0.03% | 354 |
|
|
2023
Q3 | $709K | Buy |
20,730
+15,015
| +263% | +$513K | 0.03% | 349 |
|
|
2023
Q2 | $222K | Buy |
5,715
+187
| +3% | +$7.27K | 0.01% | 593 |
|
|
2023
Q1 | $221K | Buy |
+5,528
| New | +$221K | 0.01% | 588 |
|
|
2022
Q4 | – | Sell |
-20,595
| Closed | -$762K | – | 497 |
|
|
2022
Q3 | $762K | Sell |
20,595
-3,560
| -15% | -$132K | 0.04% | 295 |
|
|
2022
Q2 | $927K | Buy |
24,155
+13,740
| +132% | +$527K | 0.05% | 283 |
|
|
2022
Q1 | $478K | Buy |
10,415
+3,646
| +54% | +$167K | 0.02% | 405 |
|
|
2021
Q4 | $282K | Sell |
6,769
-495
| -7% | -$20.6K | 0.01% | 539 |
|
|
2021
Q3 | $259K | Sell |
7,264
-217
| -3% | -$7.74K | 0.01% | 523 |
|
|
2021
Q2 | $278K | Sell |
7,481
-623
| -8% | -$23.2K | 0.02% | 523 |
|
|
2021
Q1 | $281K | Sell |
8,104
-1,781
| -18% | -$61.8K | 0.02% | 496 |
|
|
2020
Q4 | $303K | Sell |
9,885
-1,797
| -15% | -$55.1K | 0.02% | 432 |
|
|
2020
Q3 | $335K | Sell |
11,682
-3,029
| -21% | -$86.9K | 0.03% | 368 |
|
|
2020
Q2 | $570K | Buy |
14,711
+1,739
| +13% | +$67.4K | 0.06% | 242 |
|
|
2020
Q1 | $520K | Buy |
12,972
+829
| +7% | +$33.2K | 0.08% | 209 |
|
|
2019
Q4 | $590K | Sell |
12,143
-62
| -0.5% | -$3.01K | 0.03% | 493 |
|
|
2019
Q3 | $589K | Buy |
12,205
+2,357
| +24% | +$114K | 0.07% | 232 |
|
|
2019
Q2 | $422K | Buy |
9,848
+3,080
| +46% | +$132K | 0.06% | 239 |
|
|
2019
Q1 | $282K | Buy |
+6,768
| New | +$282K | 0.04% | 327 |
|