Lindbrook Capital’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $79.3K | Sell |
1,962
-3,737
| -66% | -$151K | 0.01% | 772 |
|
2024
Q4 | $227K | Sell |
5,699
-496
| -8% | -$19.7K | 0.02% | 365 |
|
2024
Q3 | $275K | Sell |
6,195
-979
| -14% | -$43.4K | 0.02% | 325 |
|
2024
Q2 | $275K | Buy |
7,174
+202
| +3% | +$7.73K | 0.03% | 299 |
|
2024
Q1 | $269K | Sell |
6,972
-93
| -1% | -$3.59K | 0.03% | 304 |
|
2023
Q4 | $259K | Buy |
7,065
+1,564
| +28% | +$57.3K | 0.03% | 300 |
|
2023
Q3 | $188K | Sell |
5,501
-155
| -3% | -$5.3K | 0.02% | 329 |
|
2023
Q2 | $220K | Buy |
5,656
+510
| +10% | +$19.8K | 0.02% | 309 |
|
2023
Q1 | $206K | Buy |
5,146
+227
| +5% | +$9.09K | 0.02% | 306 |
|
2022
Q4 | $206K | Buy |
4,919
+99
| +2% | +$4.15K | 0.03% | 322 |
|
2022
Q3 | $178K | Buy |
4,820
+168
| +4% | +$6.2K | 0.03% | 286 |
|
2022
Q2 | $179K | Sell |
4,652
-1,127
| -20% | -$43.4K | 0.03% | 307 |
|
2022
Q1 | $265K | Buy |
5,779
+96
| +2% | +$4.4K | 0.04% | 239 |
|
2021
Q4 | $236K | Buy |
5,683
+5,593
| +6,214% | +$232K | 0.04% | 268 |
|
2021
Q3 | $3K | Hold |
90
| – | – | ﹤0.01% | 1402 |
|
2021
Q2 | $3K | Hold |
90
| – | – | ﹤0.01% | 1460 |
|
2021
Q1 | $3K | Buy |
90
+15
| +20% | +$500 | ﹤0.01% | 1407 |
|
2020
Q4 | $2K | Buy |
75
+8
| +12% | +$213 | ﹤0.01% | 1438 |
|
2020
Q3 | $2K | Sell |
67
-453
| -87% | -$13.5K | ﹤0.01% | 1381 |
|
2020
Q2 | $20K | Sell |
520
-192
| -27% | -$7.39K | 0.01% | 604 |
|
2020
Q1 | $29K | Hold |
712
| – | – | 0.01% | 438 |
|
2019
Q4 | $35K | Hold |
712
| – | – | 0.01% | 551 |
|
2019
Q3 | $34K | Hold |
712
| – | – | 0.01% | 539 |
|
2019
Q2 | $30K | Buy |
712
+52
| +8% | +$2.19K | 0.01% | 568 |
|
2019
Q1 | $27K | Hold |
660
| – | – | 0.01% | 591 |
|
2018
Q4 | $24K | Buy |
+660
| New | +$24K | 0.01% | 548 |
|