Lumbard & Kellner’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $382K | Sell |
9,485
-55,954
| -86% | -$2.25M | 0.17% | 66 |
|
|
2025
Q1 | $2.65M | Sell |
65,439
-1,640
| -2% | -$66.3K | 1.17% | 38 |
|
|
2024
Q4 | $2.67M | Sell |
67,079
-809
| -1% | -$32.2K | 1.15% | 37 |
|
|
2024
Q3 | $3.01M | Buy |
67,888
+2,308
| +4% | +$102K | 1.33% | 34 |
|
|
2024
Q2 | $2.51M | Sell |
65,580
-427
| -0.6% | -$16.3K | 1.19% | 38 |
|
|
2024
Q1 | $2.55M | Buy |
66,007
+47
| +0.1% | +$1.82K | 1.24% | 35 |
|
|
2023
Q4 | $2.42M | Buy |
+65,960
| New | +$2.42M | 1.4% | 29 |
|