Summit Securities Group’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.9K | Buy |
+345
| New | +$13.9K | ﹤0.01% | 689 |
|
|
2025
Q1 | – | Sell |
-2,000
| Closed | -$79.6K | – | 742 |
|
|
2024
Q4 | $79.6K | Buy |
+2,000
| New | +$79.6K | 0.02% | 147 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 553 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 509 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 455 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 552 |
|
|
2023
Q3 | – | Sell |
-712
| Closed | -$28K | – | 558 |
|
|
2023
Q2 | $28K | Sell |
712
-354
| -33% | -$13.9K | ﹤0.01% | 426 |
|
|
2023
Q1 | $43K | Buy |
1,066
+417
| +64% | +$16.8K | ﹤0.01% | 330 |
|
|
2022
Q4 | $27K | Buy |
649
+549
| +549% | +$22.8K | ﹤0.01% | 614 |
|
|
2022
Q3 | $4K | Sell |
100
-1,193
| -92% | -$47.7K | ﹤0.01% | 621 |
|
|
2022
Q2 | $50K | Sell |
1,293
-1,157
| -47% | -$44.7K | 0.01% | 371 |
|
|
2022
Q1 | $112K | Buy |
+2,450
| New | +$112K | 0.01% | 314 |
|
|
2021
Q4 | – | Sell |
-12,100
| Closed | -$431K | – | 432 |
|
|
2021
Q3 | $431K | Buy |
12,100
+863
| +8% | +$30.7K | 0.03% | 197 |
|
|
2021
Q2 | $418K | Buy |
+11,237
| New | +$418K | 0.03% | 206 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 305 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 296 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 218 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 281 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 359 |
|
|
2015
Q2 | – | Sell |
-1,154
| Closed | -$40K | – | 495 |
|
|
2015
Q1 | $40K | Buy |
+1,154
| New | +$40K | 0.03% | 175 |
|
|
2014
Q4 | – | Sell |
-500
| Closed | -$17K | – | 504 |
|
|
2014
Q3 | $17K | Buy |
+500
| New | +$17K | ﹤0.01% | 444 |
|
|
2013
Q3 | – | Sell |
-2,200
| Closed | -$82K | – | 355 |
|
|
2013
Q2 | $82K | Buy |
+2,200
| New | +$82K | 0.04% | 136 |
|