Strategic Wealth Partners’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $72K | Buy |
+1,789
| New | +$72K | 0.01% | 434 |
|
|
2024
Q1 | – | Sell |
-6,579
| Closed | -$241K | – | 292 |
|
|
2023
Q4 | $241K | Sell |
6,579
-36,463
| -85% | -$1.34M | 0.03% | 250 |
|
|
2023
Q3 | $1.47M | Sell |
43,042
-7,198
| -14% | -$246K | 0.19% | 126 |
|
|
2023
Q2 | $1.95M | Sell |
50,240
-9
| -0% | -$350 | 0.25% | 115 |
|
|
2023
Q1 | $2.01M | Buy |
50,249
+15,100
| +43% | +$605K | 0.31% | 92 |
|
|
2022
Q4 | $1.47M | Sell |
35,149
-22,967
| -40% | -$963K | 0.27% | 99 |
|
|
2022
Q3 | $2.15M | Sell |
58,116
-199
| -0.3% | -$7.36K | 0.46% | 72 |
|
|
2022
Q2 | $2.24M | Buy |
+58,315
| New | +$2.24M | 0.48% | 72 |
|
|
2019
Q4 | – | Sell |
-2,139
| Closed | -$102 | – | 252 |
|
|
2019
Q3 | $102 | Hold |
2,139
| – | – | ﹤0.01% | 268 |
|
|
2019
Q2 | $91K | Sell |
2,139
-294
| -12% | -$12.5K | 0.04% | 188 |
|
|
2019
Q1 | $101K | Hold |
2,433
| – | – | 0.05% | 184 |
|
|
2018
Q4 | $94K | Sell |
2,433
-50
| -2% | -$1.93K | 0.05% | 180 |
|
|
2018
Q3 | $92K | Buy |
2,483
+1,456
| +142% | +$53.9K | 0.05% | 184 |
|
|
2018
Q2 | $37K | Sell |
1,027
-210
| -17% | -$7.57K | 0.02% | 282 |
|
|
2018
Q1 | $42K | Sell |
1,237
-185
| -13% | -$6.28K | 0.02% | 257 |
|
|
2017
Q4 | $48K | Buy |
+1,422
| New | +$48K | 0.03% | 227 |
|