Jones Financial Companies’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $897K | Buy |
22,479
+4,997
| +29% | +$199K | ﹤0.01% | 1046 |
|
|
2025
Q1 | $700K | Buy |
17,482
+2,661
| +18% | +$107K | ﹤0.01% | 1000 |
|
|
2024
Q4 | $590K | Buy |
14,821
+8,192
| +124% | +$326K | ﹤0.01% | 936 |
|
|
2024
Q3 | $292K | Buy |
6,629
+4,797
| +262% | +$211K | ﹤0.01% | 1011 |
|
|
2024
Q2 | $70.1K | Buy |
1,832
+1,682
| +1,121% | +$64.4K | ﹤0.01% | 1150 |
|
|
2024
Q1 | $5.79K | Buy |
150
+45
| +43% | +$1.74K | ﹤0.01% | 1154 |
|
|
2023
Q4 | $3.85K | Hold |
105
| – | – | ﹤0.01% | 798 |
|
|
2023
Q3 | $3.59K | Sell |
105
-228
| -68% | -$7.79K | ﹤0.01% | 535 |
|
|
2023
Q2 | $12.9K | Sell |
333
-2
| -0.6% | -$78 | ﹤0.01% | 453 |
|
|
2023
Q1 | $13.4K | Buy |
+335
| New | +$13.4K | ﹤0.01% | 451 |
|
|
2022
Q2 | – | Sell |
-1,326
| Closed | -$61K | – | 767 |
|
|
2022
Q1 | $61K | Buy |
+1,326
| New | +$61K | ﹤0.01% | 331 |
|
|
2021
Q1 | – | Sell |
-610
| Closed | -$19K | – | 804 |
|
|
2020
Q4 | $19K | Buy |
+610
| New | +$19K | ﹤0.01% | 371 |
|
|
2013
Q3 | – | Sell |
-262
| Closed | -$10K | – | 754 |
|
|
2013
Q2 | $10K | Buy |
+262
| New | +$10K | ﹤0.01% | 591 |
|