Lido 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 | $367K | Buy |
9,113
+478
| +6% | +$19.2K | ﹤0.01% | 1117 |
|
2025
Q1 | $349K | Sell |
8,635
-1,081
| -11% | -$43.7K | ﹤0.01% | 1070 |
|
2024
Q4 | $387K | Buy |
9,716
+101
| +1% | +$4.02K | ﹤0.01% | 1000 |
|
2024
Q3 | $426K | Sell |
9,615
-1,160
| -11% | -$51.5K | ﹤0.01% | 910 |
|
2024
Q2 | $412K | Sell |
10,775
-4,868
| -31% | -$186K | ﹤0.01% | 896 |
|
2024
Q1 | $604K | Buy |
15,643
+7,998
| +105% | +$309K | ﹤0.01% | 767 |
|
2023
Q4 | $280K | Buy |
7,645
+703
| +10% | +$25.8K | ﹤0.01% | 952 |
|
2023
Q3 | $237K | Sell |
6,942
-1,788
| -20% | -$61.1K | ﹤0.01% | 914 |
|
2023
Q2 | $339K | Buy |
+8,730
| New | +$339K | ﹤0.01% | 780 |
|