TD Private Client Wealth’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.22M | Buy |
80,048
+33,222
| +71% | +$1.34M | 0.08% | 181 |
|
|
2025
Q1 | $1.89M | Buy |
46,826
+29,778
| +175% | +$1.2M | 0.05% | 233 |
|
|
2024
Q4 | $678K | Buy |
17,048
+6,099
| +56% | +$243K | 0.02% | 413 |
|
|
2024
Q3 | $486K | Buy |
10,949
+382
| +4% | +$16.9K | 0.01% | 457 |
|
|
2024
Q2 | $404K | Sell |
10,567
-37
| -0.3% | -$1.42K | 0.01% | 461 |
|
|
2024
Q1 | $410K | Sell |
10,604
-183
| -2% | -$7.07K | 0.01% | 476 |
|
|
2023
Q4 | $395K | Sell |
10,787
-2,856
| -21% | -$105K | 0.01% | 467 |
|
|
2023
Q3 | $466K | Sell |
13,643
-2,600
| -16% | -$88.9K | 0.02% | 425 |
|
|
2023
Q2 | $632K | Buy |
16,243
+304
| +2% | +$11.8K | 0.03% | 410 |
|
|
2023
Q1 | $639K | Buy |
15,939
+1,470
| +10% | +$58.9K | 0.03% | 396 |
|
|
2022
Q4 | $607K | Buy |
14,469
+5,001
| +53% | +$210K | 0.03% | 396 |
|
|
2022
Q3 | $350K | Buy |
9,468
+8,598
| +988% | +$318K | 0.02% | 451 |
|
|
2022
Q2 | $33.4K | Sell |
870
-351
| -29% | -$13.5K | ﹤0.01% | 816 |
|
|
2022
Q1 | $56K | Buy |
1,221
+103
| +9% | +$4.72K | ﹤0.01% | 746 |
|
|
2021
Q4 | $46.5K | Sell |
1,118
-26
| -2% | -$1.08K | ﹤0.01% | 752 |
|
|
2021
Q3 | $40.7K | Sell |
1,144
-39
| -3% | -$1.39K | ﹤0.01% | 776 |
|
|
2021
Q2 | $44K | Sell |
1,183
-212
| -15% | -$7.89K | ﹤0.01% | 757 |
|
|
2021
Q1 | $48.4K | Sell |
1,395
-1,686
| -55% | -$58.5K | ﹤0.01% | 712 |
|
|
2020
Q4 | $94.3K | Sell |
3,081
-57,019
| -95% | -$1.75M | ﹤0.01% | 562 |
|
|
2020
Q3 | $1.73M | Sell |
60,100
-31,941
| -35% | -$917K | 0.1% | 214 |
|
|
2020
Q2 | $3.57M | Buy |
92,041
+658
| +0.7% | +$25.5K | 0.21% | 103 |
|
|
2020
Q1 | $3.66M | Sell |
91,383
-6,289
| -6% | -$252K | 0.26% | 87 |
|
|
2019
Q4 | $4.75M | Buy |
+97,672
| New | +$4.75M | 0.28% | 80 |
|