Steward Partners Investment Advisory’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
26,631
+1,272
| +5% | +$51.2K | 0.01% | 964 |
|
|
2025
Q1 | $1.02M | Buy |
25,359
+3,657
| +17% | +$148K | 0.01% | 910 |
|
|
2024
Q4 | $863K | Sell |
21,702
-136
| -0.6% | -$5.41K | 0.01% | 932 |
|
|
2024
Q3 | $968K | Buy |
21,838
+1,434
| +7% | +$63.6K | 0.01% | 872 |
|
|
2024
Q2 | $781K | Buy |
20,404
+5,905
| +41% | +$226K | 0.01% | 900 |
|
|
2024
Q1 | $560K | Buy |
14,499
+114
| +0.8% | +$4.4K | 0.01% | 1012 |
|
|
2023
Q4 | $527K | Sell |
14,385
-1,878
| -12% | -$68.9K | 0.01% | 974 |
|
|
2023
Q3 | $556K | Sell |
16,263
-1,238
| -7% | -$42.3K | 0.01% | 887 |
|
|
2023
Q2 | $680K | Sell |
17,501
-2,486
| -12% | -$96.7K | 0.01% | 823 |
|
|
2023
Q1 | $801K | Sell |
19,987
-1,927
| -9% | -$77.2K | 0.01% | 763 |
|
|
2022
Q4 | $919K | Sell |
21,914
-1,263
| -5% | -$53K | 0.02% | 694 |
|
|
2022
Q3 | $858K | Sell |
23,177
-1,517
| -6% | -$56.2K | 0.02% | 670 |
|
|
2022
Q2 | $948K | Buy |
24,694
+869
| +4% | +$33.4K | 0.02% | 645 |
|
|
2022
Q1 | $1.09M | Sell |
23,825
-20,938
| -47% | -$961K | 0.02% | 658 |
|
|
2021
Q4 | $1.86M | Sell |
44,763
-4,470
| -9% | -$186K | 0.03% | 506 |
|
|
2021
Q3 | $1.75M | Sell |
49,233
-80
| -0.2% | -$2.85K | 0.03% | 486 |
|
|
2021
Q2 | $1.84M | Sell |
49,313
-4,502
| -8% | -$168K | 0.03% | 467 |
|
|
2021
Q1 | $1.87M | Buy |
53,815
+5,101
| +10% | +$177K | 0.03% | 456 |
|
|
2020
Q4 | $1.49M | Sell |
48,714
-2,567
| -5% | -$78.6K | 0.03% | 439 |
|
|
2020
Q3 | $1.47M | Buy |
51,281
+20,373
| +66% | +$585K | 0.04% | 377 |
|
|
2020
Q2 | $1.2M | Sell |
30,908
-95
| -0.3% | -$3.69K | 0.03% | 405 |
|
|
2020
Q1 | $1.24M | Sell |
31,003
-3,238
| -9% | -$130K | 0.05% | 338 |
|
|
2019
Q4 | $1.66M | Sell |
34,241
-278
| -0.8% | -$13.5K | 0.05% | 337 |
|
|
2019
Q3 | $1.66M | Sell |
34,519
-457
| -1% | -$22K | 0.06% | 306 |
|
|
2019
Q2 | $1.5M | Buy |
34,976
+15,188
| +77% | +$650K | 0.05% | 306 |
|
|
2019
Q1 | $823K | Buy |
19,788
+1,033
| +6% | +$43K | 0.03% | 402 |
|
|
2018
Q4 | $704K | Buy |
18,755
+5,306
| +39% | +$199K | 0.03% | 406 |
|
|
2018
Q3 | $500K | Buy |
13,449
+1,044
| +8% | +$38.8K | 0.02% | 508 |
|
|
2018
Q2 | $445K | Sell |
12,405
-723
| -6% | -$25.9K | 0.03% | 485 |
|
|
2018
Q1 | $446K | Buy |
13,128
+4,455
| +51% | +$151K | 0.03% | 447 |
|
|
2017
Q4 | $265K | Buy |
8,673
+6,756
| +352% | +$206K | 0.02% | 471 |
|
|
2017
Q3 | $59K | Buy |
1,917
+759
| +66% | +$23.4K | 0.01% | 652 |
|
|
2017
Q2 | $33K | Buy |
1,158
+60
| +5% | +$1.71K | ﹤0.01% | 735 |
|
|
2017
Q1 | $34K | Buy |
1,098
+778
| +243% | +$24.1K | 0.01% | 630 |
|
|
2016
Q4 | $9K | Buy |
+320
| New | +$9K | ﹤0.01% | 574 |
|