Richardson Financial Services’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 | $189K | Sell |
1,806
-17
| -0.9% | -$1.78K | 0.13% | 152 |
|
|
2025
Q1 | $199K | Buy |
1,823
+150
| +9% | +$16.3K | 0.15% | 141 |
|
|
2024
Q4 | $158K | Sell |
1,673
-70
| -4% | -$6.6K | 0.11% | 161 |
|
|
2024
Q3 | $137K | Hold |
1,743
| – | – | 0.09% | 182 |
|
|
2024
Q2 | $137K | Buy |
1,743
+206
| +13% | +$16.2K | 0.1% | 170 |
|
|
2024
Q1 | $126K | Buy |
1,537
+360
| +31% | +$29.6K | 0.09% | 180 |
|
|
2023
Q4 | $99.1K | Buy |
+1,177
| New | +$99.1K | 0.09% | 177 |
|