Tompkins Financial’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $10.2K | Sell |
215
-302
| -58% | -$14.3K | ﹤0.01% | 452 |
|
|
2026
Q1 | $26.2K | Sell |
517
-45
| -8% | -$2.18K | ﹤0.01% | 369 |
|
|
2025
Q4 | $25.2K | Buy |
562
+45
| +9% | +$2.07K | ﹤0.01% | 357 |
|
|
2025
Q3 | $23.7K | Buy |
517
+302
| +140% | +$12.9K | ﹤0.01% | 379 |
|
|
2025
Q2 | $8.66K | Hold |
215
| – | – | ﹤0.01% | 449 |
|
|
2025
Q1 | $8.69K | Hold |
215
| – | – | ﹤0.01% | 454 |
|
|
2024
Q4 | $8.55K | Hold |
215
| – | – | ﹤0.01% | 439 |
|
|
2024
Q3 | $9.54K | Sell |
215
-3,758
| -95% | -$158K | ﹤0.01% | 476 |
|
|
2024
Q2 | $152K | Sell |
3,973
-1
| -0% | -$39 | 0.02% | 225 |
|
|
2024
Q1 | $153K | Hold |
3,974
| – | – | 0.02% | 229 |
|
|
2023
Q4 | $146K | Buy |
3,974
+37
| +0.9% | +$1.34K | 0.02% | 231 |
|
|
2023
Q3 | $135K | Hold |
3,937
| – | – | 0.02% | 215 |
|
|
2023
Q2 | $153K | Hold |
3,937
| – | – | 0.02% | 206 |
|
|
2023
Q1 | $158K | Hold |
3,937
| – | – | 0.03% | 199 |
|
|
2022
Q4 | $165K | Hold |
3,937
| – | – | 0.03% | 200 |
|
|
2022
Q3 | $146K | Hold |
3,937
| – | – | 0.02% | 207 |
|
|
2022
Q2 | $151K | Hold |
3,937
| – | – | 0.02% | 205 |
|
|
2022
Q1 | $181K | Buy |
3,937
+3,872
| +5,957% | +$164K | 0.03% | 202 |
|
|
2021
Q4 | $3K | Sell |
65
-151
| -70% | -$5.82K | ﹤0.01% | 322 |
|
|
2021
Q3 | $8K | Buy |
+216
| New | +$8.2K | ﹤0.01% | 334 |
|
|
2021
Q1 | $5K | Hold |
151
| – | – | ﹤0.01% | 393 |
|
|
2020
Q4 | $5K | Sell |
151
-160
| -51% | -$4.79K | ﹤0.01% | 396 |
|
|
2020
Q3 | $9K | Sell |
311
-280
| -47% | -$8.78K | ﹤0.01% | 329 |
|
|
2020
Q2 | $23K | Buy |
591
+280
| +90% | +$11.6K | ﹤0.01% | 284 |
|
|
2020
Q1 | $12K | Hold |
311
| – | – | ﹤0.01% | 310 |
|
|
2019
Q4 | $15K | Buy |
+311
| New | +$14.9K | ﹤0.01% | 323 |
|
|
2019
Q2 | – | Sell |
-1,001
| Closed | -$42K | – | 367 |
|
|
2019
Q1 | $42K | Buy |
1,001
+334
| +50% | +$13.3K | 0.01% | 242 |
|
|
2018
Q4 | $25K | Sell |
667
-80
| -11% | -$3.03K | 0.01% | 283 |
|
|
2018
Q3 | $28K | Buy |
747
+80
| +12% | +$2.92K | 0.01% | 293 |
|
|
2018
Q2 | $24K | Hold |
667
| – | – | 0.01% | 321 |
|
|
2018
Q1 | $23K | Hold |
667
| – | – | 0.01% | 309 |
|
|
2017
Q4 | $20K | Hold |
667
| – | – | ﹤0.01% | 295 |
|
|
2017
Q3 | $21K | Sell |
667
-500
| -43% | -$15.7K | 0.01% | 295 |
|
|
2017
Q2 | $34K | Buy |
1,167
+500
| +75% | +$14.9K | 0.01% | 248 |
|
|
2017
Q1 | $21K | Hold |
667
| – | – | 0.01% | 276 |
|
|
2016
Q4 | $21K | Hold |
667
| – | – | 0.01% | 277 |
|
|
2016
Q3 | $22K | Buy |
+667
| New | +$22.7K | 0.01% | 269 |
|
Other funds holding FE
ORIO
FCBT
WCM
DC
CNB
SP
CA
FB
