Legacy Wealth Management (Mississippi)’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,600
| Closed | -$422K | – | 99 |
|
|
2024
Q4 | $422K | Hold |
10,600
| – | – | 0.17% | 73 |
|
|
2024
Q3 | $470K | Hold |
10,600
| – | – | 0.17% | 75 |
|
|
2024
Q2 | $406K | Hold |
10,600
| – | – | 0.17% | 60 |
|
|
2024
Q1 | $409K | Sell |
10,600
-5,800
| -35% | -$224K | 0.18% | 63 |
|
|
2023
Q4 | $601K | Hold |
16,400
| – | – | 0.29% | 55 |
|
|
2023
Q3 | $561K | Hold |
16,400
| – | – | 0.29% | 57 |
|
|
2023
Q2 | $638K | Hold |
16,400
| – | – | 0.32% | 54 |
|
|
2023
Q1 | $657K | Hold |
16,400
| – | – | 0.36% | 52 |
|
|
2022
Q4 | $688K | Sell |
16,400
-800
| -5% | -$33.6K | 0.41% | 49 |
|
|
2022
Q3 | $636K | Sell |
17,200
-9,100
| -35% | -$337K | 0.43% | 50 |
|
|
2022
Q2 | $1.01M | Hold |
26,300
| – | – | 0.61% | 52 |
|
|
2022
Q1 | $1.21M | Hold |
26,300
| – | – | 0.63% | 50 |
|
|
2021
Q4 | $1.09M | Hold |
26,300
| – | – | 0.56% | 48 |
|
|
2021
Q3 | $937K | Hold |
26,300
| – | – | 0.5% | 57 |
|
|
2021
Q2 | $979K | Hold |
26,300
| – | – | 0.54% | 52 |
|
|
2021
Q1 | $912K | Hold |
26,300
| – | – | 0.55% | 52 |
|
|
2020
Q4 | $805K | Hold |
26,300
| – | – | 0.51% | 53 |
|
|
2020
Q3 | $755K | Buy |
+26,300
| New | +$755K | 0.52% | 53 |
|