Kestra Private Wealth 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 | $842K | Sell |
20,914
-60
| -0.3% | -$2.42K | 0.01% | 804 |
|
|
2025
Q1 | $848K | Buy |
20,974
+412
| +2% | +$16.7K | 0.01% | 739 |
|
|
2024
Q4 | $818K | Buy |
20,562
+2,195
| +12% | +$87.3K | 0.01% | 723 |
|
|
2024
Q3 | $815K | Buy |
+18,367
| New | +$815K | 0.01% | 676 |
|
|
2023
Q3 | – | Sell |
-9,812
| Closed | -$381K | – | 1188 |
|
|
2023
Q2 | $381K | Sell |
9,812
-69
| -0.7% | -$2.68K | 0.01% | 732 |
|
|
2023
Q1 | $396K | Buy |
9,881
+1,207
| +14% | +$48.4K | 0.02% | 671 |
|
|
2022
Q4 | $364K | Sell |
8,674
-937
| -10% | -$39.3K | 0.02% | 615 |
|
|
2022
Q3 | $356K | Sell |
9,611
-1,063
| -10% | -$39.4K | 0.02% | 595 |
|
|
2022
Q2 | $410K | Sell |
10,674
-128
| -1% | -$4.92K | 0.02% | 564 |
|
|
2022
Q1 | $495K | Sell |
10,802
-742
| -6% | -$34K | 0.02% | 581 |
|
|
2021
Q4 | $480K | Buy |
11,544
+41
| +0.4% | +$1.71K | 0.02% | 608 |
|
|
2021
Q3 | $410K | Buy |
11,503
+1,295
| +13% | +$46.2K | 0.02% | 597 |
|
|
2021
Q2 | $380K | Buy |
10,208
+1,844
| +22% | +$68.6K | 0.02% | 588 |
|
|
2021
Q1 | $290K | Buy |
8,364
+705
| +9% | +$24.4K | 0.02% | 607 |
|
|
2020
Q4 | $231K | Sell |
7,659
-1,484
| -16% | -$44.8K | 0.02% | 631 |
|
|
2020
Q3 | $262K | Buy |
+9,143
| New | +$262K | 0.02% | 527 |
|