Parkside Financial Bank & Trust’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Buy |
2,610
+2,019
| +342% | +$210K | 0.03% | 360 |
|
|
2025
Q1 | $64.4K | Buy |
591
+1
| +0.2% | +$109 | 0.01% | 741 |
|
|
2024
Q4 | $55.5K | Buy |
590
+88
| +18% | +$8.28K | 0.01% | 764 |
|
|
2024
Q3 | $48.3K | Sell |
502
-95
| -16% | -$9.14K | 0.01% | 796 |
|
|
2024
Q2 | $46.8K | Buy |
597
+83
| +16% | +$6.51K | 0.01% | 769 |
|
|
2024
Q1 | $42.2K | Sell |
514
-34
| -6% | -$2.79K | 0.01% | 790 |
|
|
2023
Q4 | $46.1K | Sell |
548
-71
| -11% | -$5.98K | 0.01% | 714 |
|
|
2023
Q3 | $49.9K | Sell |
619
-1,549
| -71% | -$125K | 0.01% | 614 |
|
|
2023
Q2 | $191K | Buy |
2,168
+82
| +4% | +$7.24K | 0.05% | 264 |
|
|
2023
Q1 | $198K | Sell |
2,086
-1,002
| -32% | -$95K | 0.05% | 238 |
|
|
2022
Q4 | $290K | Sell |
3,088
-23
| -0.7% | -$2.16K | 0.08% | 174 |
|
|
2022
Q3 | $278K | Buy |
3,111
+1
| +0% | +$89 | 0.09% | 172 |
|
|
2022
Q2 | $313K | Buy |
3,110
+396
| +15% | +$39.9K | 0.1% | 162 |
|
|
2022
Q1 | $270K | Sell |
2,714
-1,506
| -36% | -$150K | 0.07% | 193 |
|
|
2021
Q4 | $410K | Sell |
4,220
-968
| -19% | -$94K | 0.1% | 148 |
|
|
2021
Q3 | $458K | Buy |
5,188
+48
| +0.9% | +$4.24K | 0.13% | 108 |
|
|
2021
Q2 | $457K | Buy |
5,140
+2
| +0% | +$178 | 0.13% | 115 |
|
|
2021
Q1 | $480K | Sell |
5,138
-1,480
| -22% | -$138K | 0.14% | 107 |
|
|
2020
Q4 | $609K | Buy |
6,618
+1,010
| +18% | +$92.9K | 0.19% | 76 |
|
|
2020
Q3 | $544K | Sell |
5,608
-9
| -0.2% | -$873 | 0.19% | 80 |
|
|
2020
Q2 | $493K | Buy |
5,617
+1,232
| +28% | +$108K | 0.16% | 94 |
|
|
2020
Q1 | $386K | Sell |
4,385
-1,298
| -23% | -$114K | 0.15% | 102 |
|
|
2019
Q4 | $524K | Buy |
5,683
+42
| +0.7% | +$3.87K | 0.15% | 93 |
|
|
2019
Q3 | $536K | Hold |
5,641
| – | – | 0.17% | 86 |
|
|
2019
Q2 | $471K | Hold |
5,641
| – | – | 0.15% | 99 |
|
|
2019
Q1 | $446K | Sell |
5,641
-1,100
| -16% | -$87K | 0.15% | 105 |
|
|
2018
Q4 | $467K | Buy |
6,741
+30
| +0.4% | +$2.08K | 0.17% | 86 |
|
|
2018
Q3 | $448K | Sell |
6,711
-2
| -0% | -$134 | 0.16% | 110 |
|
|
2018
Q2 | $434K | Sell |
6,713
-26
| -0.4% | -$1.68K | 0.16% | 103 |
|
|
2018
Q1 | $423K | Sell |
6,739
-778
| -10% | -$48.8K | 0.16% | 98 |
|
|
2017
Q4 | $500K | Buy |
7,517
+34
| +0.5% | +$2.26K | 0.18% | 90 |
|
|
2017
Q3 | $469K | Hold |
7,483
| – | – | 0.18% | 90 |
|
|
2017
Q2 | $459K | Buy |
7,483
+41
| +0.6% | +$2.52K | 0.19% | 89 |
|
|
2017
Q1 | $451K | Buy |
7,442
+14
| +0.2% | +$848 | 0.19% | 92 |
|
|
2016
Q4 | $435K | Sell |
7,428
-73
| -1% | -$4.28K | 0.19% | 102 |
|
|
2016
Q3 | $449K | Buy |
7,501
+18
| +0.2% | +$1.08K | 0.21% | 95 |
|
|
2016
Q2 | $488K | Hold |
7,483
| – | – | 0.24% | 82 |
|
|
2016
Q1 | $450K | Buy |
7,483
+37
| +0.5% | +$2.23K | 0.23% | 87 |
|
|
2015
Q4 | $382K | Buy |
7,446
+23
| +0.3% | +$1.18K | 0.19% | 93 |
|
|
2015
Q3 | $388K | Sell |
7,423
-8,225
| -53% | -$430K | 0.22% | 84 |
|
|
2015
Q2 | $704K | Buy |
15,648
+223
| +1% | +$10K | 0.37% | 59 |
|
|
2015
Q1 | $764K | Sell |
15,425
-5,768
| -27% | -$286K | 0.41% | 57 |
|
|
2014
Q4 | $1.12M | Sell |
21,193
-190
| -0.9% | -$10K | 0.63% | 42 |
|
|
2014
Q3 | $919K | Buy |
21,383
+16
| +0.1% | +$688 | 0.56% | 52 |
|
|
2014
Q2 | $1M | Buy |
21,367
+251
| +1% | +$11.8K | 0.6% | 52 |
|
|
2014
Q1 | $983K | Sell |
21,116
-406
| -2% | -$18.9K | 0.62% | 51 |
|
|
2013
Q4 | $890K | Hold |
21,522
| – | – | 0.6% | 49 |
|
|
2013
Q3 | $869K | Hold |
21,522
| – | – | 0.68% | 45 |
|
|
2013
Q2 | $882K | Buy |
+21,522
| New | +$882K | 0.7% | 45 |
|