Marcum Wealth’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,347
| Closed | -$332K | – | 412 |
|
|
2024
Q4 | $332K | Buy |
8,347
+350
| +4% | +$13.9K | 0.03% | 265 |
|
|
2024
Q3 | $355K | Sell |
7,997
-35
| -0.4% | -$1.55K | 0.03% | 246 |
|
|
2024
Q2 | $307K | Buy |
8,032
+59
| +0.7% | +$2.26K | 0.03% | 267 |
|
|
2024
Q1 | $308K | Buy |
7,973
+295
| +4% | +$11.4K | 0.03% | 262 |
|
|
2023
Q4 | $281K | Sell |
7,678
-145
| -2% | -$5.32K | 0.03% | 265 |
|
|
2023
Q3 | $267K | Sell |
7,823
-245
| -3% | -$8.37K | 0.03% | 262 |
|
|
2023
Q2 | $314K | Buy |
8,068
+359
| +5% | +$14K | 0.04% | 237 |
|
|
2023
Q1 | $309K | Sell |
7,709
-623
| -7% | -$25K | 0.04% | 239 |
|
|
2022
Q4 | $349K | Sell |
8,332
-276
| -3% | -$11.6K | 0.05% | 218 |
|
|
2022
Q3 | $319K | Buy |
8,608
+699
| +9% | +$25.9K | 0.05% | 228 |
|
|
2022
Q2 | $304K | Sell |
7,909
-4,767
| -38% | -$183K | 0.05% | 230 |
|
|
2022
Q1 | $581K | Buy |
12,676
+1,254
| +11% | +$57.5K | 0.08% | 143 |
|
|
2021
Q4 | $475K | Buy |
11,422
+193
| +2% | +$8.03K | 0.07% | 177 |
|
|
2021
Q3 | $400K | Buy |
11,229
+194
| +2% | +$6.91K | 0.06% | 192 |
|
|
2021
Q2 | $411K | Buy |
11,035
+1,017
| +10% | +$37.9K | 0.07% | 174 |
|
|
2021
Q1 | $348K | Sell |
10,018
-771
| -7% | -$26.8K | 0.06% | 199 |
|
|
2020
Q4 | $330K | Sell |
10,789
-1,422
| -12% | -$43.5K | 0.08% | 96 |
|
|
2020
Q3 | $351K | Buy |
12,211
+6,758
| +124% | +$194K | 0.11% | 70 |
|
|
2020
Q2 | $211K | Buy |
+5,453
| New | +$211K | 0.06% | 108 |
|