Klein Pavlis & Peasley Financial’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-31,400
| Closed | -$1.27M | – | 79 |
|
2025
Q1 | $1.27M | Buy |
31,400
+1,100
| +4% | +$44.4K | 0.91% | 36 |
|
2024
Q4 | $1.21M | Sell |
30,300
-800
| -3% | -$31.8K | 0.97% | 35 |
|
2024
Q3 | $1.38M | Sell |
31,100
-600
| -2% | -$26.6K | 1.1% | 31 |
|
2024
Q2 | $1.21M | Buy |
31,700
+2,600
| +9% | +$99.5K | 1.08% | 37 |
|
2024
Q1 | $1.12M | Sell |
29,100
-3,100
| -10% | -$120K | 1.02% | 38 |
|
2023
Q4 | $1.18M | Buy |
+32,200
| New | +$1.18M | 1.1% | 37 |
|