SWA
SOA Wealth Advisors’s FirstEnergy FE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $362 | Hold |
9
| – | – | ﹤0.01% | 798 |
|
|
2025
Q1 | $364 | Sell |
9
-10
| -53% | -$404 | ﹤0.01% | 804 |
|
|
2024
Q4 | $764 | Hold |
19
| – | – | ﹤0.01% | 752 |
|
|
2024
Q3 | $847 | Hold |
19
| – | – | ﹤0.01% | 723 |
|
|
2024
Q2 | $727 | Hold |
19
| – | – | ﹤0.01% | 744 |
|
|
2024
Q1 | $730 | Hold |
19
| – | – | ﹤0.01% | 788 |
|
|
2023
Q4 | $689 | Hold |
19
| – | – | ﹤0.01% | 782 |
|
|
2023
Q3 | $638 | Hold |
19
| – | – | ﹤0.01% | 806 |
|
|
2023
Q2 | $722 | Buy |
19
+1
| +6% | +$38 | ﹤0.01% | 805 |
|
|
2023
Q1 | $740 | Hold |
18
| – | – | ﹤0.01% | 817 |
|
|
2022
Q4 | $771 | Hold |
18
| – | – | ﹤0.01% | 817 |
|
|
2022
Q3 | $0 | Hold |
18
| – | – | ﹤0.01% | 868 |
|
|
2022
Q2 | $0 | Hold |
18
| – | – | ﹤0.01% | 876 |
|
|
2022
Q1 | $0 | Hold |
18
| – | – | ﹤0.01% | 933 |
|
|
2021
Q4 | $0 | Buy |
18
+1
| +6% | – | ﹤0.01% | 908 |
|
|
2021
Q3 | $0 | Hold |
17
| – | – | ﹤0.01% | 923 |
|
|
2021
Q2 | $0 | Hold |
17
| – | – | ﹤0.01% | 894 |
|
|
2021
Q1 | $0 | Hold |
17
| – | – | ﹤0.01% | 841 |
|
|
2020
Q4 | $0 | Buy |
+17
| New | – | ﹤0.01% | 819 |
|