Patriot Financial Group Insurance Agency’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,681
| Closed | -$218K | – | 915 |
|
|
2022
Q2 | $218K | Sell |
5,681
-676
| -11% | -$25.9K | 0.04% | 358 |
|
|
2022
Q1 | $292K | Hold |
6,357
| – | – | 0.05% | 331 |
|
|
2021
Q4 | $264K | Buy |
6,357
+338
| +6% | +$14K | 0.04% | 386 |
|
|
2021
Q3 | $214K | Buy |
6,019
+878
| +17% | +$31.2K | 0.04% | 436 |
|
|
2021
Q2 | $191K | Buy |
5,141
+2,316
| +82% | +$86K | 0.03% | 442 |
|
|
2021
Q1 | $98K | Buy |
2,825
+1,030
| +57% | +$35.7K | 0.02% | 561 |
|
|
2020
Q4 | $55K | Buy |
1,795
+147
| +9% | +$4.5K | 0.01% | 662 |
|
|
2020
Q3 | $46K | Buy |
1,648
+379
| +30% | +$10.6K | 0.02% | 556 |
|
|
2020
Q2 | $49K | Buy |
1,269
+502
| +65% | +$19.4K | 0.02% | 516 |
|
|
2020
Q1 | $31K | Sell |
767
-2,014
| -72% | -$81.4K | 0.01% | 556 |
|
|
2019
Q4 | $135K | Sell |
2,781
-6,965
| -71% | -$338K | 0.05% | 291 |
|
|
2019
Q3 | $470K | Buy |
9,746
+933
| +11% | +$45K | 0.21% | 89 |
|
|
2019
Q2 | $383K | Buy |
8,813
+7,832
| +798% | +$340K | 0.17% | 110 |
|
|
2019
Q1 | $41K | Sell |
981
-362
| -27% | -$15.1K | 0.02% | 415 |
|
|
2018
Q4 | $50K | Buy |
1,343
+666
| +98% | +$24.8K | 0.03% | 326 |
|
|
2018
Q3 | $25K | Buy |
+677
| New | +$25K | 0.01% | 440 |
|
|
2018
Q2 | – | Sell |
-4,230
| Closed | -$143K | – | 692 |
|
|
2018
Q1 | $143K | Buy |
4,230
+909
| +27% | +$30.7K | 0.11% | 167 |
|
|
2017
Q4 | $102K | Sell |
3,321
-542
| -14% | -$16.6K | 0.08% | 208 |
|
|
2017
Q3 | $121K | Buy |
3,863
+230
| +6% | +$7.2K | 0.11% | 155 |
|
|
2017
Q2 | $106K | Buy |
3,633
+658
| +22% | +$19.2K | 0.11% | 150 |
|
|
2017
Q1 | $95K | Hold |
2,975
| – | – | 0.1% | 154 |
|
|
2016
Q4 | $89K | Buy |
+2,975
| New | +$89K | 0.12% | 150 |
|