Stratos 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 | $994K | Sell |
24,684
-1,434
| -5% | -$57.7K | 0.01% | 687 |
|
2025
Q1 | $1.06M | Buy |
26,118
+3,197
| +14% | +$129K | 0.02% | 639 |
|
2024
Q4 | $912K | Sell |
22,921
-960
| -4% | -$38.2K | 0.01% | 726 |
|
2024
Q3 | $1.06M | Buy |
23,881
+3,148
| +15% | +$140K | 0.02% | 661 |
|
2024
Q2 | $793K | Buy |
20,733
+239
| +1% | +$9.15K | 0.01% | 729 |
|
2024
Q1 | $791K | Sell |
20,494
-2,245
| -10% | -$86.7K | 0.01% | 730 |
|
2023
Q4 | $834K | Buy |
22,739
+2,016
| +10% | +$73.9K | 0.02% | 692 |
|
2023
Q3 | $708K | Buy |
20,723
+4,034
| +24% | +$138K | 0.02% | 679 |
|
2023
Q2 | $649K | Sell |
16,689
-348
| -2% | -$13.5K | 0.01% | 673 |
|
2023
Q1 | $683K | Sell |
17,037
-683
| -4% | -$27.4K | 0.02% | 585 |
|
2022
Q4 | $743K | Buy |
17,720
+1,445
| +9% | +$60.6K | 0.02% | 595 |
|
2022
Q3 | $602K | Sell |
16,275
-621
| -4% | -$23K | 0.02% | 623 |
|
2022
Q2 | $649K | Sell |
16,896
-1,520
| -8% | -$58.4K | 0.02% | 631 |
|
2022
Q1 | $845K | Sell |
18,416
-1,483
| -7% | -$68K | 0.02% | 614 |
|
2021
Q4 | $828K | Buy |
19,899
+430
| +2% | +$17.9K | 0.02% | 618 |
|
2021
Q3 | $694K | Buy |
19,469
+1,421
| +8% | +$50.7K | 0.02% | 641 |
|
2021
Q2 | $672K | Sell |
18,048
-12
| -0.1% | -$447 | 0.02% | 676 |
|
2021
Q1 | $627K | Buy |
18,060
+1,483
| +9% | +$51.5K | 0.02% | 640 |
|
2020
Q4 | $507K | Buy |
16,577
+5
| +0% | +$153 | 0.02% | 674 |
|
2020
Q3 | $476K | Sell |
16,572
-600
| -3% | -$17.2K | 0.02% | 633 |
|
2020
Q2 | $666K | Buy |
17,172
+1
| +0% | +$39 | 0.02% | 496 |
|
2020
Q1 | $688K | Buy |
17,171
+2,331
| +16% | +$93.4K | 0.03% | 423 |
|
2019
Q4 | $721K | Sell |
14,840
-938
| -6% | -$45.6K | 0.03% | 482 |
|
2019
Q3 | $761K | Sell |
15,778
-57
| -0.4% | -$2.75K | 0.03% | 450 |
|
2019
Q2 | $678K | Buy |
15,835
+81
| +0.5% | +$3.47K | 0.03% | 477 |
|
2019
Q1 | $656K | Buy |
15,754
+1,601
| +11% | +$66.7K | 0.03% | 474 |
|
2018
Q4 | $531K | Buy |
14,153
+428
| +3% | +$16.1K | 0.03% | 492 |
|
2018
Q3 | $510K | Sell |
13,725
-1,480
| -10% | -$55K | 0.02% | 537 |
|
2018
Q2 | $546K | Sell |
15,205
-4,086
| -21% | -$147K | 0.02% | 545 |
|
2018
Q1 | $656K | Sell |
19,291
-4,341
| -18% | -$148K | 0.03% | 463 |
|
2017
Q4 | $724K | Buy |
23,632
+3,749
| +19% | +$115K | 0.03% | 422 |
|
2017
Q3 | $613K | Sell |
19,883
-2,757
| -12% | -$85K | 0.03% | 459 |
|
2017
Q2 | $660K | Buy |
22,640
+3,568
| +19% | +$104K | 0.03% | 386 |
|
2017
Q1 | $607K | Buy |
19,072
+76
| +0.4% | +$2.42K | 0.03% | 377 |
|
2016
Q4 | $588K | Buy |
18,996
+2,032
| +12% | +$62.9K | 0.04% | 347 |
|
2016
Q3 | $561K | Sell |
16,964
-916
| -5% | -$30.3K | 0.04% | 333 |
|
2016
Q2 | $624K | Buy |
17,880
+661
| +4% | +$23.1K | 0.05% | 289 |
|
2016
Q1 | $619K | Buy |
17,219
+8
| +0% | +$288 | 0.05% | 253 |
|
2015
Q4 | $546K | Buy |
17,211
+129
| +0.8% | +$4.09K | 0.05% | 279 |
|
2015
Q3 | $535K | Buy |
17,082
+763
| +5% | +$23.9K | 0.07% | 244 |
|
2015
Q2 | $531K | Sell |
16,319
-138
| -0.8% | -$4.49K | 0.07% | 248 |
|
2015
Q1 | $579K | Buy |
16,457
+931
| +6% | +$32.8K | 0.07% | 258 |
|
2014
Q4 | $605K | Sell |
15,526
-668
| -4% | -$26K | 0.11% | 191 |
|
2014
Q3 | $543K | Buy |
16,194
+279
| +2% | +$9.36K | 0.13% | 154 |
|
2014
Q2 | $553K | Buy |
+15,915
| New | +$553K | 0.18% | 136 |
|