Lloyd Advisory Services’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-17,940
| Closed | -$693K | – | 128 |
|
|
2024
Q1 | $693K | Buy |
+17,940
| New | +$693K | 0.15% | 112 |
|
|
2023
Q4 | – | Sell |
-12,540
| Closed | -$429K | – | 212 |
|
|
2023
Q3 | $429K | Buy |
+12,540
| New | +$429K | 0.14% | 146 |
|
|
2022
Q2 | – | Sell |
-631
| Closed | -$29K | – | 234 |
|
|
2022
Q1 | $29K | Buy |
631
+47
| +8% | +$2.16K | 0.01% | 295 |
|
|
2021
Q4 | $24K | Buy |
584
+49
| +9% | +$2.01K | 0.01% | 277 |
|
|
2021
Q3 | $19K | Buy |
535
+234
| +78% | +$8.31K | 0.01% | 254 |
|
|
2021
Q2 | $11K | Buy |
301
+116
| +63% | +$4.24K | 0.01% | 271 |
|
|
2021
Q1 | $6K | Hold |
185
| – | – | ﹤0.01% | 273 |
|
|
2020
Q4 | $6K | Hold |
185
| – | – | ﹤0.01% | 233 |
|
|
2020
Q3 | $5K | Buy |
+185
| New | +$5K | ﹤0.01% | 226 |
|