Legacy Financial Advisors’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $528K | Buy |
13,117
+1,598
| +14% | +$64.3K | 0.08% | 193 |
|
|
2025
Q1 | $466K | Sell |
11,519
-29
| -0.3% | -$1.17K | 0.08% | 205 |
|
|
2024
Q4 | $459K | Sell |
11,548
-138
| -1% | -$5.49K | 0.08% | 205 |
|
|
2024
Q3 | $518K | Sell |
11,686
-4
| -0% | -$177 | 0.09% | 189 |
|
|
2024
Q2 | $447K | Sell |
11,690
-5,259
| -31% | -$201K | 0.08% | 189 |
|
|
2024
Q1 | $655K | Buy |
16,949
+60
| +0.4% | +$2.32K | 0.12% | 145 |
|
|
2023
Q4 | $619K | Buy |
16,889
+34
| +0.2% | +$1.25K | 0.12% | 133 |
|
|
2023
Q3 | $576K | Buy |
16,855
+326
| +2% | +$11.1K | 0.12% | 115 |
|
|
2023
Q2 | $643K | Sell |
16,529
-252
| -2% | -$9.8K | 0.12% | 100 |
|
|
2023
Q1 | $672K | Sell |
16,781
-553
| -3% | -$22.2K | 0.14% | 89 |
|
|
2022
Q4 | $727K | Buy |
17,334
+1,547
| +10% | +$64.9K | 0.16% | 74 |
|
|
2022
Q3 | $584K | Buy |
15,787
+103
| +0.7% | +$3.81K | 0.14% | 82 |
|
|
2022
Q2 | $602K | Sell |
15,684
-26
| -0.2% | -$998 | 0.15% | 73 |
|
|
2022
Q1 | $720K | Buy |
15,710
+8,887
| +130% | +$407K | 0.16% | 67 |
|
|
2021
Q4 | $284K | Sell |
6,823
-38
| -0.6% | -$1.58K | 0.07% | 146 |
|
|
2021
Q3 | $244K | Buy |
6,861
+878
| +15% | +$31.2K | 0.06% | 154 |
|
|
2021
Q2 | $223K | Buy |
+5,983
| New | +$223K | 0.06% | 154 |
|
|
2019
Q2 | – | Sell |
-823
| Closed | -$34K | – | 389 |
|
|
2019
Q1 | $34K | Sell |
823
-610
| -43% | -$25.2K | 0.01% | 346 |
|
|
2018
Q4 | $54K | Buy |
1,433
+1,025
| +251% | +$38.6K | 0.02% | 232 |
|
|
2018
Q3 | $15K | Hold |
408
| – | – | 0.01% | 420 |
|
|
2018
Q2 | $15K | Hold |
408
| – | – | 0.01% | 428 |
|
|
2018
Q1 | $14K | Sell |
408
-5,487
| -93% | -$188K | 0.01% | 413 |
|
|
2017
Q4 | $180K | Buy |
+5,895
| New | +$180K | 0.07% | 122 |
|