Orion Portfolio Solutions’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $297K | Buy |
7,358
+1,885
| +34% | +$76.2K | ﹤0.01% | 1637 |
|
2024
Q4 | $218K | Buy |
+5,473
| New | +$218K | ﹤0.01% | 1711 |
|
2020
Q3 | – | Sell |
-4,263
| Closed | -$165K | – | 957 |
|
2020
Q2 | $165K | Buy |
4,263
+1,102
| +35% | +$42.7K | 0.01% | 441 |
|
2020
Q1 | $127K | Buy |
3,161
+331
| +12% | +$13.3K | 0.01% | 403 |
|
2019
Q4 | $138K | Buy |
+2,830
| New | +$138K | 0.01% | 359 |
|