Kestra Advisory Services’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2M | Buy |
49,676
+7,861
| +19% | +$316K | 0.01% | 1077 |
|
|
2025
Q1 | $1.69M | Buy |
41,815
+12,478
| +43% | +$504K | 0.01% | 1068 |
|
|
2024
Q4 | $1.17M | Buy |
29,337
+4,237
| +17% | +$169K | 0.01% | 1316 |
|
|
2024
Q3 | $1.11M | Sell |
25,100
-4,142
| -14% | -$184K | 0.01% | 1258 |
|
|
2024
Q2 | $1.07M | Buy |
29,242
+3,398
| +13% | +$125K | 0.01% | 1272 |
|
|
2024
Q1 | $998K | Buy |
25,844
+3,996
| +18% | +$154K | 0.01% | 1240 |
|
|
2023
Q4 | $801K | Sell |
21,848
-6,497
| -23% | -$238K | 0.01% | 1240 |
|
|
2023
Q3 | $969K | Buy |
28,345
+1,049
| +4% | +$35.9K | 0.01% | 1012 |
|
|
2023
Q2 | $1.06M | Sell |
27,296
-752
| -3% | -$29.2K | 0.01% | 954 |
|
|
2023
Q1 | $1.12M | Sell |
28,048
-10,812
| -28% | -$433K | 0.01% | 881 |
|
|
2022
Q4 | $1.63M | Buy |
38,860
+18,968
| +95% | +$796K | 0.01% | 834 |
|
|
2022
Q3 | $736K | Buy |
19,892
+3,406
| +21% | +$126K | 0.01% | 1113 |
|
|
2022
Q2 | $633K | Buy |
16,486
+241
| +1% | +$9.25K | 0.01% | 1182 |
|
|
2022
Q1 | $745K | Sell |
16,245
-1,967
| -11% | -$90.2K | 0.01% | 1084 |
|
|
2021
Q4 | $757K | Sell |
18,212
-50,796
| -74% | -$2.11M | 0.01% | 1096 |
|
|
2021
Q3 | $2.46M | Buy |
69,008
+53,826
| +355% | +$1.92M | 0.02% | 629 |
|
|
2021
Q2 | $565K | Buy |
15,182
+1,230
| +9% | +$45.8K | 0.01% | 1226 |
|
|
2021
Q1 | $484K | Sell |
13,952
-45,365
| -76% | -$1.57M | 0.01% | 1211 |
|
|
2020
Q4 | $1.79M | Buy |
+59,317
| New | +$1.79M | 0.02% | 631 |
|