Loring Wolcott & Coolidge Fiduciary Advisors’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $89.8K | Hold |
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|
2025
Q2 | $77.7K | Hold |
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|
2025
Q1 | $82.2K | Hold |
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|
2024
Q4 | $78.9K | Hold |
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|
2024
Q3 | $85.1K | Sell |
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|
2024
Q2 | $87.4K | Buy |
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|
2024
Q1 | $73.8K | Hold |
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|
2023
Q4 | $70.8K | Hold |
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|
2023
Q3 | $70.6K | Hold |
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|
2023
Q2 | $75.1K | Hold |
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|
2023
Q1 | $77.4K | Sell |
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|
2022
Q4 | $94.9K | Hold |
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|
2022
Q3 | $84K | Sell |
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|
2022
Q2 | $99K | Buy |
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|
2022
Q1 | $104K | Hold |
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|
2021
Q4 | $94K | Buy |
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|
2021
Q3 | $69K | Hold |
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|
2021
Q2 | $72K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $97K | Buy |
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|
2020
Q3 | $55K | Hold |
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|
2020
Q2 | $75K | Hold |
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|
2020
Q1 | $77K | Hold |
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|
2019
Q4 | $94K | Hold |
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|
2019
Q3 | $93K | Hold |
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|
2019
Q2 | $83K | Hold |
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|
2019
Q1 | $80K | Hold |
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|
2018
Q4 | $73K | Hold |
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|
2018
Q3 | $72K | Hold |
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|
2018
Q2 | $69K | Hold |
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|
2018
Q1 | $66K | Hold |
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|
2017
Q4 | $59K | Hold |
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|
2017
Q3 | $60K | Hold |
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|
2017
Q2 | $62K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $5K | Hold |
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|
2015
Q2 | $5K | Hold |
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|
2015
Q1 | $5K | Hold |
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|
2014
Q4 | $6K | Hold |
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|
2014
Q3 | $5K | Hold |
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|
2014
Q2 | $5K | Hold |
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|
2014
Q1 | $5K | Hold |
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|
2013
Q4 | $5K | Hold |
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|
2013
Q3 | $5K | Hold |
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|
2013
Q2 | $6K | Buy |
|