Principal Securities’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $146K | Buy |
3,620
+744
| +26% | +$30K | ﹤0.01% | 1373 |
|
2025
Q1 | $114K | Hold |
2,876
| – | – | ﹤0.01% | 1374 |
|
2024
Q4 | $114K | Buy |
2,876
+500
| +21% | +$19.9K | ﹤0.01% | 1374 |
|
2024
Q3 | $105K | Sell |
2,376
-166
| -7% | -$7.36K | ﹤0.01% | 1372 |
|
2024
Q2 | $97.3K | Sell |
2,542
-64
| -2% | -$2.45K | ﹤0.01% | 1343 |
|
2024
Q1 | $101K | Sell |
2,606
-153
| -6% | -$5.91K | ﹤0.01% | 1273 |
|
2023
Q4 | $101K | Buy |
+2,759
| New | +$101K | ﹤0.01% | 1185 |
|