OneDigital Investment Advisors’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $273K | Buy |
6,790
+86
| +1% | +$3.46K | ﹤0.01% | 1214 |
|
|
2025
Q1 | $271K | Buy |
+6,704
| New | +$271K | ﹤0.01% | 1166 |
|
|
2024
Q1 | – | Sell |
-12,467
| Closed | -$457K | – | 1115 |
|
|
2023
Q4 | $457K | Buy |
+12,467
| New | +$457K | 0.01% | 751 |
|
|
2019
Q3 | – | Sell |
-923
| Closed | -$40K | – | 723 |
|
|
2019
Q2 | $40K | Sell |
923
-740
| -44% | -$32.1K | ﹤0.01% | 615 |
|
|
2019
Q1 | $69K | Buy |
1,663
+740
| +80% | +$30.7K | 0.01% | 436 |
|
|
2018
Q4 | $35K | Sell |
923
-477
| -34% | -$18.1K | 0.01% | 531 |
|
|
2018
Q3 | $52K | Hold |
1,400
| – | – | 0.01% | 398 |
|
|
2018
Q2 | $50K | Hold |
1,400
| – | – | 0.01% | 500 |
|
|
2018
Q1 | $47K | Hold |
1,400
| – | – | 0.01% | 540 |
|
|
2017
Q4 | $43K | Buy |
1,400
+1,334
| +2,021% | +$41K | ﹤0.01% | 554 |
|
|
2017
Q3 | $2K | Sell |
66
-1,334
| -95% | -$40.4K | ﹤0.01% | 976 |
|
|
2017
Q2 | $41K | Buy |
+1,400
| New | +$41K | 0.01% | 535 |
|