Sowell Financial Services’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.46M | Buy |
61,142
+2,407
| +4% | +$96.9K | 0.1% | 207 |
|
2025
Q1 | $2.37M | Buy |
58,735
+1,468
| +3% | +$59.3K | 0.11% | 195 |
|
2024
Q4 | $2.28M | Buy |
57,267
+4,166
| +8% | +$166K | 0.12% | 191 |
|
2024
Q3 | $2.36M | Buy |
53,101
+355
| +0.7% | +$15.7K | 0.11% | 213 |
|
2024
Q2 | $2.02M | Sell |
52,746
-4,884
| -8% | -$187K | 0.1% | 220 |
|
2024
Q1 | $2.23M | Buy |
57,630
+2,987
| +5% | +$115K | 0.11% | 207 |
|
2023
Q4 | $2M | Buy |
54,643
+5,552
| +11% | +$204K | 0.11% | 207 |
|
2023
Q3 | $1.68M | Buy |
49,091
+4,659
| +10% | +$159K | 0.11% | 222 |
|
2023
Q2 | $1.73M | Buy |
44,432
+8,196
| +23% | +$319K | 0.1% | 244 |
|
2023
Q1 | $1.45M | Sell |
36,236
-7,653
| -17% | -$307K | 0.11% | 221 |
|
2022
Q4 | $1.84M | Buy |
43,889
+2,052
| +5% | +$86.1K | 0.12% | 198 |
|
2022
Q3 | $1.55M | Buy |
41,837
+2,013
| +5% | +$74.5K | 0.16% | 168 |
|
2022
Q2 | $1.53M | Buy |
39,824
+24,857
| +166% | +$954K | 0.14% | 134 |
|
2022
Q1 | $680K | Sell |
14,967
-17,904
| -54% | -$813K | 0.12% | 116 |
|
2021
Q4 | $1.37M | Sell |
32,871
-8,795
| -21% | -$366K | 0.08% | 270 |
|
2021
Q3 | $1.48M | Sell |
41,666
-553
| -1% | -$19.7K | 0.1% | 228 |
|
2021
Q2 | $1.57M | Sell |
42,219
-3,450
| -8% | -$128K | 0.1% | 227 |
|
2021
Q1 | $1.71M | Buy |
45,669
+12,071
| +36% | +$452K | 0.06% | 277 |
|
2020
Q4 | $1.03M | Buy |
33,598
+8,573
| +34% | +$262K | 0.04% | 325 |
|
2020
Q3 | $718K | Buy |
25,025
+2,689
| +12% | +$77.2K | 0.04% | 379 |
|
2020
Q2 | $866K | Buy |
22,336
+3,611
| +19% | +$140K | 0.05% | 308 |
|
2020
Q1 | $750K | Sell |
18,725
-3,998
| -18% | -$160K | 0.06% | 301 |
|
2019
Q4 | $1.1M | Sell |
22,723
-443
| -2% | -$21.5K | 0.08% | 239 |
|
2019
Q3 | $1.12M | Buy |
+23,166
| New | +$1.12M | 0.09% | 231 |
|
2019
Q1 | $1.38M | Buy |
33,220
+1,772
| +6% | +$73.7K | 0.15% | 144 |
|
2018
Q4 | $1.18M | Sell |
31,448
-1,646
| -5% | -$61.8K | 0.17% | 137 |
|
2018
Q3 | $1.23M | Buy |
33,094
+1,972
| +6% | +$73.3K | 0.18% | 102 |
|
2018
Q2 | $1.13M | Buy |
31,122
+22,544
| +263% | +$820K | 0.24% | 100 |
|
2018
Q1 | $292K | Buy |
+8,578
| New | +$292K | 0.07% | 218 |
|
2017
Q4 | – | Sell |
-7,202
| Closed | -$234K | – | 267 |
|
2017
Q3 | $234K | Sell |
7,202
-491
| -6% | -$16K | 0.06% | 221 |
|
2017
Q2 | $246K | Buy |
+7,693
| New | +$246K | 0.07% | 210 |
|
2017
Q1 | – | Sell |
-3,466
| Closed | -$105K | – | 360 |
|
2016
Q4 | $105K | Buy |
+3,466
| New | +$105K | 0.04% | 267 |
|