Portside Wealth Group’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $461K | Sell |
11,451
-77
| -0.7% | -$3.1K | 0.07% | 261 |
|
|
2025
Q1 | $466K | Sell |
11,528
-12,228
| -51% | -$494K | 0.08% | 235 |
|
|
2024
Q4 | $945K | Sell |
23,756
-4,157
| -15% | -$165K | 0.16% | 144 |
|
|
2024
Q3 | $1.24M | Sell |
27,913
-5,159
| -16% | -$229K | 0.21% | 106 |
|
|
2024
Q2 | $1.27M | Sell |
33,072
-2,482
| -7% | -$95K | 0.24% | 101 |
|
|
2024
Q1 | $1.37M | Buy |
35,554
+420
| +1% | +$16.2K | 0.25% | 95 |
|
|
2023
Q4 | $1.29M | Sell |
35,134
-1,681
| -5% | -$61.6K | 0.24% | 102 |
|
|
2023
Q3 | $1.26M | Buy |
36,815
+583
| +2% | +$19.9K | 0.24% | 103 |
|
|
2023
Q2 | $1.41M | Buy |
+36,232
| New | +$1.41M | 0.26% | 95 |
|