LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s FirstEnergy FE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $77.7K | Hold |
1,931
| – | – | ﹤0.01% | 364 |
|
|
2025
Q1 | $82.2K | Hold |
1,931
| – | – | ﹤0.01% | 350 |
|
|
2024
Q4 | $78.9K | Hold |
1,931
| – | – | ﹤0.01% | 362 |
|
|
2024
Q3 | $85.1K | Sell |
1,931
-312
| -14% | -$13.8K | ﹤0.01% | 353 |
|
|
2024
Q2 | $87.4K | Buy |
2,243
+312
| +16% | +$12.2K | ﹤0.01% | 346 |
|
|
2024
Q1 | $73.8K | Hold |
1,931
| – | – | ﹤0.01% | 360 |
|
|
2023
Q4 | $70.8K | Hold |
1,931
| – | – | ﹤0.01% | 377 |
|
|
2023
Q3 | $70.6K | Hold |
1,931
| – | – | ﹤0.01% | 390 |
|
|
2023
Q2 | $75.1K | Hold |
1,931
| – | – | ﹤0.01% | 394 |
|
|
2023
Q1 | $77.4K | Sell |
1,931
-331
| -15% | -$13.3K | ﹤0.01% | 366 |
|
|
2022
Q4 | $94.9K | Hold |
2,262
| – | – | ﹤0.01% | 352 |
|
|
2022
Q3 | $84K | Sell |
2,262
-312
| -12% | -$11.6K | ﹤0.01% | 364 |
|
|
2022
Q2 | $99K | Buy |
2,574
+312
| +14% | +$12K | ﹤0.01% | 358 |
|
|
2022
Q1 | $104K | Hold |
2,262
| – | – | ﹤0.01% | 370 |
|
|
2021
Q4 | $94K | Buy |
2,262
+331
| +17% | +$13.8K | ﹤0.01% | 390 |
|
|
2021
Q3 | $69K | Hold |
1,931
| – | – | ﹤0.01% | 429 |
|
|
2021
Q2 | $72K | Buy |
+1,931
| New | +$72K | ﹤0.01% | 438 |
|
|
2021
Q1 | – | Sell |
-3,179
| Closed | -$97K | – | 446 |
|
|
2020
Q4 | $97K | Buy |
3,179
+1,248
| +65% | +$38.1K | ﹤0.01% | 356 |
|
|
2020
Q3 | $55K | Hold |
1,931
| – | – | ﹤0.01% | 388 |
|
|
2020
Q2 | $75K | Hold |
1,931
| – | – | ﹤0.01% | 342 |
|
|
2020
Q1 | $77K | Hold |
1,931
| – | – | ﹤0.01% | 325 |
|
|
2019
Q4 | $94K | Hold |
1,931
| – | – | ﹤0.01% | 354 |
|
|
2019
Q3 | $93K | Hold |
1,931
| – | – | ﹤0.01% | 349 |
|
|
2019
Q2 | $83K | Hold |
1,931
| – | – | ﹤0.01% | 353 |
|
|
2019
Q1 | $80K | Hold |
1,931
| – | – | ﹤0.01% | 354 |
|
|
2018
Q4 | $73K | Hold |
1,931
| – | – | ﹤0.01% | 362 |
|
|
2018
Q3 | $72K | Hold |
1,931
| – | – | ﹤0.01% | 385 |
|
|
2018
Q2 | $69K | Hold |
1,931
| – | – | ﹤0.01% | 392 |
|
|
2018
Q1 | $66K | Hold |
1,931
| – | – | ﹤0.01% | 409 |
|
|
2017
Q4 | $59K | Hold |
1,931
| – | – | ﹤0.01% | 418 |
|
|
2017
Q3 | $60K | Hold |
1,931
| – | – | ﹤0.01% | 407 |
|
|
2017
Q2 | $62K | Buy |
+1,931
| New | +$62K | ﹤0.01% | 401 |
|
|
2015
Q4 | – | Sell |
-150
| Closed | -$5K | – | 653 |
|
|
2015
Q3 | $5K | Hold |
150
| – | – | ﹤0.01% | 581 |
|
|
2015
Q2 | $5K | Hold |
150
| – | – | ﹤0.01% | 581 |
|
|
2015
Q1 | $5K | Hold |
150
| – | – | ﹤0.01% | 591 |
|
|
2014
Q4 | $6K | Hold |
150
| – | – | ﹤0.01% | 589 |
|
|
2014
Q3 | $5K | Hold |
150
| – | – | ﹤0.01% | 567 |
|
|
2014
Q2 | $5K | Hold |
150
| – | – | ﹤0.01% | 588 |
|
|
2014
Q1 | $5K | Hold |
150
| – | – | ﹤0.01% | 582 |
|
|
2013
Q4 | $5K | Hold |
150
| – | – | ﹤0.01% | 553 |
|
|
2013
Q3 | $5K | Hold |
150
| – | – | ﹤0.01% | 523 |
|
|
2013
Q2 | $6K | Buy |
+150
| New | +$6K | ﹤0.01% | 557 |
|