Roosevelt Investment Group’s FirstEnergy FE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$326K Buy
8,800
+1,800
+26% +$66.7K 0.02% 217
2022
Q2
$269K Sell
7,000
-7,106
-50% -$273K 0.02% 235
2022
Q1
$647K Buy
14,106
+1,429
+11% +$65.5K 0.04% 175
2021
Q4
$527K Buy
+12,677
New +$527K 0.03% 186