Sequoia Financial Advisors’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Buy |
39,807
+5,977
| +18% | +$241K | 0.01% | 528 |
|
|
2025
Q1 | $1.37M | Sell |
33,830
-114
| -0.3% | -$4.61K | 0.01% | 520 |
|
|
2024
Q4 | $1.35M | Buy |
33,944
+2,081
| +7% | +$82.8K | 0.01% | 496 |
|
|
2024
Q3 | $1.41M | Buy |
31,863
+16,729
| +111% | +$742K | 0.02% | 455 |
|
|
2024
Q2 | $579K | Sell |
15,134
-284
| -2% | -$10.9K | 0.01% | 637 |
|
|
2024
Q1 | $595K | Buy |
15,418
+396
| +3% | +$15.3K | 0.01% | 624 |
|
|
2023
Q4 | $551K | Buy |
15,022
+4,376
| +41% | +$160K | 0.01% | 700 |
|
|
2023
Q3 | $364K | Sell |
10,646
-3,244
| -23% | -$111K | 0.01% | 613 |
|
|
2023
Q2 | $540K | Buy |
13,890
+3,365
| +32% | +$131K | 0.01% | 502 |
|
|
2023
Q1 | $422K | Buy |
10,525
+2,895
| +38% | +$116K | 0.01% | 519 |
|
|
2022
Q4 | $320K | Buy |
+7,630
| New | +$320K | 0.01% | 562 |
|
|
2022
Q2 | – | Sell |
-4,467
| Closed | -$204K | – | 619 |
|
|
2022
Q1 | $204K | Buy |
+4,467
| New | +$204K | 0.01% | 615 |
|
|
2018
Q4 | – | Sell |
-7,863
| Closed | -$292K | – | 306 |
|
|
2018
Q3 | $292K | Sell |
7,863
-718
| -8% | -$26.7K | 0.03% | 230 |
|
|
2018
Q2 | $308K | Buy |
8,581
+718
| +9% | +$25.8K | 0.03% | 223 |
|
|
2018
Q1 | $267K | Hold |
7,863
| – | – | 0.03% | 238 |
|
|
2017
Q4 | $241K | Sell |
7,863
-1,049
| -12% | -$32.2K | 0.03% | 254 |
|
|
2017
Q3 | $275K | Buy |
8,912
+49
| +0.6% | +$1.51K | 0.03% | 220 |
|
|
2017
Q2 | $258K | Hold |
8,863
| – | – | 0.03% | 230 |
|
|
2017
Q1 | $282K | Hold |
8,863
| – | – | 0.04% | 208 |
|
|
2016
Q4 | $274K | Buy |
8,863
+2,232
| +34% | +$69K | 0.04% | 210 |
|
|
2016
Q3 | $219K | Sell |
6,631
-45
| -0.7% | -$1.49K | 0.04% | 214 |
|
|
2016
Q2 | $233K | Buy |
6,676
+510
| +8% | +$17.8K | 0.07% | 205 |
|
|
2016
Q1 | $222K | Buy |
+6,166
| New | +$222K | 0.07% | 170 |
|
|
2015
Q2 | – | Sell |
-5,866
| Closed | -$206K | – | 192 |
|
|
2015
Q1 | $206K | Buy |
5,866
+155
| +3% | +$5.44K | 0.09% | 170 |
|
|
2014
Q4 | $223K | Buy |
+5,711
| New | +$223K | 0.15% | 140 |
|
|
2014
Q2 | – | Sell |
-6,231
| Closed | -$212K | – | 164 |
|
|
2014
Q1 | $212K | Buy |
6,231
+122
| +2% | +$4.15K | 0.18% | 146 |
|
|
2013
Q4 | $201K | Buy |
+6,109
| New | +$201K | 0.17% | 143 |
|