Lee Financial’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-58
| Closed | -$2.13K | – | 400 |
|
|
2023
Q4 | $2.13K | Buy |
+58
| New | +$2.13K | ﹤0.01% | 740 |
|
|
2022
Q4 | – | Sell |
-51
| Closed | -$2K | – | 950 |
|
|
2022
Q3 | $2K | Hold |
51
| – | – | ﹤0.01% | 674 |
|
|
2022
Q2 | $2K | Buy |
+51
| New | +$2K | ﹤0.01% | 689 |
|
|
2021
Q4 | – | Sell |
-27,994
| Closed | -$997K | – | 919 |
|
|
2021
Q3 | $997K | Buy |
27,994
+3,870
| +16% | +$138K | 0.21% | 61 |
|
|
2021
Q2 | $898K | Sell |
24,124
-250
| -1% | -$9.31K | 0.19% | 65 |
|
|
2021
Q1 | $845K | Buy |
24,374
+1,845
| +8% | +$64K | 0.2% | 66 |
|
|
2020
Q4 | $689K | Sell |
22,529
-2,906
| -11% | -$88.9K | 0.18% | 69 |
|
|
2020
Q3 | $730K | Sell |
25,435
-55
| -0.2% | -$1.58K | 0.2% | 69 |
|
|
2020
Q2 | $989K | Buy |
25,490
+11,350
| +80% | +$440K | 0.27% | 61 |
|
|
2020
Q1 | $566K | Buy |
+14,140
| New | +$566K | 0.19% | 66 |
|
|
2018
Q3 | – | Sell |
-8,400
| Closed | -$302K | – | 549 |
|
|
2018
Q2 | $302K | Hold |
8,400
| – | – | 0.07% | 123 |
|
|
2018
Q1 | $286K | Buy |
+8,400
| New | +$286K | 0.07% | 134 |
|