Kelly Financial Services’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-300
| Closed | -$11.5K | – | 307 |
|
|
2024
Q2 | $11.5K | Hold |
300
| – | – | ﹤0.01% | 412 |
|
|
2024
Q1 | $11.6K | Hold |
300
| – | – | ﹤0.01% | 409 |
|
|
2023
Q4 | $11K | Hold |
300
| – | – | ﹤0.01% | 383 |
|
|
2023
Q3 | $10.3K | Hold |
300
| – | – | ﹤0.01% | 366 |
|
|
2023
Q2 | $11.7K | Hold |
300
| – | – | 0.01% | 341 |
|
|
2023
Q1 | $12K | Hold |
300
| – | – | 0.01% | 330 |
|
|
2022
Q4 | $12.6K | Hold |
300
| – | – | 0.01% | 310 |
|
|
2022
Q3 | $11.1K | Hold |
300
| – | – | 0.01% | 317 |
|
|
2022
Q2 | $11.5K | Hold |
300
| – | – | 0.01% | 309 |
|
|
2022
Q1 | $13.8K | Hold |
300
| – | – | 0.01% | 306 |
|
|
2021
Q4 | $12.5K | Hold |
300
| – | – | 0.01% | 311 |
|
|
2021
Q3 | $10.7K | Sell |
300
-10,863
| -97% | -$387K | 0.01% | 321 |
|
|
2021
Q2 | $300K | Buy |
11,163
+10,863
| +3,621% | +$292K | 0.01% | 245 |
|
|
2021
Q1 | $10.4K | Hold |
300
| – | – | 0.01% | 296 |
|
|
2020
Q4 | $9.18K | Hold |
300
| – | – | 0.01% | 286 |
|
|
2020
Q3 | $8.61K | Hold |
300
| – | – | 0.01% | 270 |
|
|
2020
Q2 | $11.6K | Hold |
300
| – | – | 0.01% | 224 |
|
|
2020
Q1 | $12K | Hold |
300
| – | – | 0.01% | 190 |
|
|
2019
Q4 | $14.6K | Hold |
300
| – | – | 0.01% | 194 |
|
|
2019
Q3 | $14.5K | Hold |
300
| – | – | 0.01% | 185 |
|
|
2019
Q2 | $12.8K | Hold |
300
| – | – | 0.01% | 197 |
|
|
2019
Q1 | $12.5K | Buy |
+300
| New | +$12.5K | 0.01% | 196 |
|