JFS Wealth 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 | $84.3K | Buy |
2,094
+8
| +0.4% | +$322 | 0.01% | 392 |
|
|
2025
Q1 | $84.3K | Buy |
2,086
+71
| +4% | +$2.87K | 0.01% | 390 |
|
|
2024
Q4 | $80.2K | Sell |
2,015
-356
| -15% | -$14.2K | 0.01% | 388 |
|
|
2024
Q3 | $105K | Buy |
2,371
+46
| +2% | +$2.04K | 0.01% | 357 |
|
|
2024
Q2 | $89K | Hold |
2,325
| – | – | 0.01% | 326 |
|
|
2024
Q1 | $89.8K | Hold |
2,325
| – | – | 0.01% | 335 |
|
|
2023
Q4 | $85.2K | Sell |
2,325
-90
| -4% | -$3.3K | 0.01% | 333 |
|
|
2023
Q3 | $82.5K | Sell |
2,415
-72
| -3% | -$2.46K | 0.01% | 302 |
|
|
2023
Q2 | $96.7K | Buy |
2,487
+242
| +11% | +$9.41K | 0.01% | 280 |
|
|
2023
Q1 | $89.9K | Buy |
2,245
+1
| +0% | +$40 | 0.01% | 290 |
|
|
2022
Q4 | $94.1K | Sell |
2,244
-12
| -0.5% | -$503 | 0.01% | 285 |
|
|
2022
Q3 | $83K | Buy |
2,256
+748
| +50% | +$27.5K | 0.01% | 298 |
|
|
2022
Q2 | $58K | Sell |
1,508
-12
| -0.8% | -$462 | 0.01% | 369 |
|
|
2022
Q1 | $70K | Sell |
1,520
-79
| -5% | -$3.64K | 0.01% | 354 |
|
|
2021
Q4 | $67K | Buy |
1,599
+386
| +32% | +$16.2K | 0.01% | 374 |
|
|
2021
Q3 | $43K | Buy |
1,213
+12
| +1% | +$425 | ﹤0.01% | 440 |
|
|
2021
Q2 | $45K | Sell |
1,201
-488
| -29% | -$18.3K | 0.01% | 280 |
|
|
2021
Q1 | $59K | Buy |
1,689
+14
| +0.8% | +$489 | 0.01% | 235 |
|
|
2020
Q4 | $51K | Buy |
1,675
+17
| +1% | +$518 | 0.01% | 244 |
|
|
2020
Q3 | $48K | Buy |
1,658
+15
| +0.9% | +$434 | 0.01% | 243 |
|
|
2020
Q2 | $64K | Buy |
1,643
+511
| +45% | +$19.9K | 0.02% | 212 |
|
|
2020
Q1 | $45K | Sell |
1,132
-1,284
| -53% | -$51K | 0.01% | 224 |
|
|
2019
Q4 | $117K | Buy |
2,416
+9
| +0.4% | +$436 | 0.03% | 180 |
|
|
2019
Q3 | $116K | Buy |
2,407
+9
| +0.4% | +$434 | 0.03% | 177 |
|
|
2019
Q2 | $103K | Buy |
2,398
+10
| +0.4% | +$430 | 0.03% | 183 |
|
|
2019
Q1 | $99K | Sell |
2,388
-189
| -7% | -$7.84K | 0.03% | 183 |
|
|
2018
Q4 | $97K | Sell |
2,577
-1,991
| -44% | -$74.9K | 0.03% | 177 |
|
|
2018
Q3 | $170K | Sell |
4,568
-236
| -5% | -$8.78K | 0.04% | 151 |
|
|
2018
Q2 | $173K | Sell |
4,804
-158
| -3% | -$5.69K | 0.05% | 147 |
|
|
2018
Q1 | $169K | Sell |
4,962
-167
| -3% | -$5.69K | 0.04% | 147 |
|
|
2017
Q4 | $157K | Buy |
5,129
+2
| +0% | +$61 | 0.04% | 160 |
|
|
2017
Q3 | $158K | Sell |
5,127
-304
| -6% | -$9.37K | 0.04% | 151 |
|
|
2017
Q2 | $158K | Sell |
5,431
-1,439
| -21% | -$41.9K | 0.04% | 142 |
|
|
2017
Q1 | $213K | Hold |
6,870
| – | – | 0.06% | 122 |
|
|
2016
Q4 | $213K | Sell |
6,870
-783
| -10% | -$24.3K | 0.06% | 122 |
|
|
2016
Q3 | $253K | Buy |
7,653
+6,210
| +430% | +$205K | 0.07% | 109 |
|
|
2016
Q2 | $50K | Hold |
1,443
| – | – | 0.01% | 257 |
|
|
2016
Q1 | $52K | Sell |
1,443
-500
| -26% | -$18K | 0.02% | 233 |
|
|
2015
Q4 | $62K | Hold |
1,943
| – | – | 0.02% | 228 |
|
|
2015
Q3 | $61K | Sell |
1,943
-200
| -9% | -$6.28K | 0.03% | 194 |
|
|
2015
Q2 | $70K | Buy |
2,143
+1,153
| +116% | +$37.7K | 0.04% | 152 |
|
|
2015
Q1 | $35K | Hold |
990
| – | – | 0.02% | 215 |
|
|
2014
Q4 | $39K | Hold |
990
| – | – | 0.01% | 215 |
|
|
2014
Q3 | $33K | Hold |
990
| – | – | 0.01% | 218 |
|
|
2014
Q2 | $34K | Sell |
990
-5,992
| -86% | -$206K | 0.01% | 222 |
|
|
2014
Q1 | $238K | Sell |
6,982
-1,268
| -15% | -$43.1K | 0.13% | 98 |
|
|
2013
Q4 | $272K | Sell |
8,250
-4,067
| -33% | -$134K | 0.12% | 102 |
|
|
2013
Q3 | $449K | Buy |
12,317
+2,313
| +23% | +$84.3K | 0.21% | 71 |
|
|
2013
Q2 | $374K | Buy |
+10,004
| New | +$374K | 0.19% | 72 |
|