SageView Advisory 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 | $425K | Buy |
10,253
+233
| +2% | +$9.65K | 0.02% | 408 |
|
|
2025
Q1 | $405K | Sell |
10,020
-713
| -7% | -$28.8K | 0.02% | 388 |
|
|
2024
Q4 | $427K | Buy |
10,733
+57
| +0.5% | +$2.27K | 0.02% | 373 |
|
|
2024
Q3 | $473K | Sell |
10,676
-285
| -3% | -$12.6K | 0.02% | 308 |
|
|
2024
Q2 | $419K | Buy |
+10,961
| New | +$419K | 0.02% | 366 |
|
|
2024
Q1 | – | Sell |
-16,185
| Closed | -$595K | – | 592 |
|
|
2023
Q4 | $595K | Buy |
16,185
+1,799
| +13% | +$66.1K | 0.03% | 356 |
|
|
2023
Q3 | $492K | Sell |
14,386
-2,269
| -14% | -$77.6K | 0.03% | 333 |
|
|
2023
Q2 | $648K | Buy |
16,655
+1,872
| +13% | +$72.8K | 0.04% | 300 |
|
|
2023
Q1 | $592K | Buy |
+14,783
| New | +$592K | 0.04% | 280 |
|