Richardson Financial Services’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $169K | Sell |
4,188
-47
| -1% | -$1.9K | 0.11% | 160 |
|
2025
Q1 | $171K | Sell |
4,235
-20
| -0.5% | -$808 | 0.13% | 155 |
|
2024
Q4 | $169K | Sell |
4,255
-530
| -11% | -$21K | 0.12% | 154 |
|
2024
Q3 | $183K | Hold |
4,785
| – | – | 0.12% | 155 |
|
2024
Q2 | $183K | Sell |
4,785
-210
| -4% | -$8.04K | 0.13% | 143 |
|
2024
Q1 | $193K | Buy |
4,995
+290
| +6% | +$11.2K | 0.14% | 146 |
|
2023
Q4 | $172K | Buy |
+4,705
| New | +$172K | 0.15% | 140 |
|