Level Four Advisory 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 | $234K | Buy |
5,810
+523
| +10% | +$21.1K | 0.01% | 712 |
|
2025
Q1 | $214K | Buy |
+5,287
| New | +$214K | 0.01% | 707 |
|
2023
Q3 | – | Sell |
-5,211
| Closed | -$203K | – | 782 |
|
2023
Q2 | $203K | Sell |
5,211
-610
| -10% | -$23.7K | 0.01% | 738 |
|
2023
Q1 | $233K | Buy |
5,821
+67
| +1% | +$2.68K | 0.02% | 647 |
|
2022
Q4 | $241K | Buy |
+5,754
| New | +$241K | 0.02% | 574 |
|
2022
Q2 | – | Sell |
-4,536
| Closed | -$208K | – | 590 |
|
2022
Q1 | $208K | Buy |
+4,536
| New | +$208K | 0.02% | 593 |
|
2020
Q1 | – | Sell |
-4,441
| Closed | -$216K | – | 507 |
|
2019
Q4 | $216K | Buy |
+4,441
| New | +$216K | 0.01% | 528 |
|