Spire Wealth Management’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $681K | Buy |
16,910
+14,407
| +576% | +$580K | 0.02% | 446 |
|
|
2025
Q1 | $101K | Sell |
2,503
-15,246
| -86% | -$616K | ﹤0.01% | 1034 |
|
|
2024
Q4 | $706K | Sell |
17,749
-1,331
| -7% | -$52.9K | 0.02% | 476 |
|
|
2024
Q3 | $846K | Buy |
19,080
+15,494
| +432% | +$687K | 0.03% | 406 |
|
|
2024
Q2 | $137K | Sell |
3,586
-36
| -1% | -$1.38K | ﹤0.01% | 816 |
|
|
2024
Q1 | $140K | Buy |
3,622
+397
| +12% | +$15.3K | ﹤0.01% | 890 |
|
|
2023
Q4 | $119K | Buy |
3,225
+861
| +36% | +$31.9K | ﹤0.01% | 947 |
|
|
2023
Q3 | $80.8K | Sell |
2,364
-71
| -3% | -$2.43K | ﹤0.01% | 1014 |
|
|
2023
Q2 | $94.7K | Buy |
2,435
+1
| +0% | +$39 | ﹤0.01% | 989 |
|
|
2023
Q1 | $97.5K | Buy |
2,434
+1,875
| +335% | +$75.1K | ﹤0.01% | 980 |
|
|
2022
Q4 | $23K | Buy |
559
+1
| +0.2% | +$41 | ﹤0.01% | 1314 |
|
|
2022
Q3 | $21K | Sell |
558
-2,713
| -83% | -$102K | ﹤0.01% | 1306 |
|
|
2022
Q2 | $126K | Sell |
3,271
-1,366
| -29% | -$52.6K | 0.01% | 946 |
|
|
2022
Q1 | $213K | Sell |
4,637
-52,206
| -92% | -$2.4M | 0.01% | 866 |
|
|
2021
Q4 | $2.36M | Buy |
56,843
+51,840
| +1,036% | +$2.16M | 0.05% | 281 |
|
|
2021
Q3 | $178K | Sell |
5,003
-20
| -0.4% | -$712 | ﹤0.01% | 967 |
|
|
2021
Q2 | $187K | Sell |
5,023
-54,326
| -92% | -$2.02M | 0.01% | 963 |
|
|
2021
Q1 | $2.04M | Buy |
+59,349
| New | +$2.04M | 0.05% | 279 |
|