Tyler-Stone Wealth Management’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.31M | Buy |
32,427
+10,010
| +45% | +$403K | 0.21% | 96 |
|
2025
Q1 | $906K | Sell |
22,417
-200
| -0.9% | -$8.08K | 0.16% | 118 |
|
2024
Q4 | $900K | Sell |
22,617
-200
| -0.9% | -$7.96K | 0.16% | 117 |
|
2024
Q3 | $1.01M | Buy |
22,817
+11,087
| +95% | +$492K | 0.19% | 103 |
|
2024
Q2 | $449K | Buy |
11,730
+1,099
| +10% | +$42.1K | 0.18% | 103 |
|
2024
Q1 | $411K | Buy |
10,631
+5,732
| +117% | +$221K | 0.18% | 113 |
|
2023
Q4 | $180K | Buy |
4,899
+415
| +9% | +$15.2K | 0.09% | 186 |
|
2023
Q3 | $153K | Buy |
4,484
+150
| +3% | +$5.12K | 0.09% | 188 |
|
2023
Q2 | $169K | Buy |
+4,334
| New | +$169K | 0.1% | 184 |
|
2022
Q4 | $186K | Hold |
4,434
| – | – | 0.13% | 150 |
|
2022
Q3 | $164K | Buy |
4,434
+300
| +7% | +$11.1K | 0.13% | 149 |
|
2022
Q2 | $159K | Sell |
4,134
-500
| -11% | -$19.2K | 0.11% | 173 |
|
2022
Q1 | $213K | Sell |
4,634
-589
| -11% | -$27.1K | 0.12% | 160 |
|
2021
Q4 | $217K | Buy |
+5,223
| New | +$217K | 0.11% | 171 |
|