United Asset Strategies’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Sell |
40,720
-93
| -0.2% | -$3.74K | 0.14% | 109 |
|
|
2025
Q1 | $1.65M | Sell |
40,813
-5,661
| -12% | -$229K | 0.15% | 113 |
|
|
2024
Q4 | $1.85M | Buy |
46,474
+560
| +1% | +$22.3K | 0.17% | 108 |
|
|
2024
Q3 | $2.04M | Buy |
45,914
+3,358
| +8% | +$149K | 0.19% | 103 |
|
|
2024
Q2 | $1.63M | Sell |
42,556
-550
| -1% | -$21K | 0.16% | 113 |
|
|
2024
Q1 | $1.66M | Buy |
43,106
+3,000
| +7% | +$116K | 0.17% | 110 |
|
|
2023
Q4 | $1.47M | Buy |
40,106
+5,936
| +17% | +$218K | 0.17% | 117 |
|
|
2023
Q3 | $1.17M | Sell |
34,170
-4,624
| -12% | -$158K | 0.15% | 132 |
|
|
2023
Q2 | $1.51M | Buy |
38,794
+4,601
| +13% | +$179K | 0.19% | 108 |
|
|
2023
Q1 | $1.37M | Buy |
34,193
+814
| +2% | +$32.6K | 0.18% | 114 |
|
|
2022
Q4 | $1.4M | Buy |
33,379
+4,499
| +16% | +$189K | 0.2% | 100 |
|
|
2022
Q3 | $1.07M | Buy |
28,880
+2,405
| +9% | +$89K | 0.16% | 120 |
|
|
2022
Q2 | $1.02M | Buy |
26,475
+1,728
| +7% | +$66.3K | 0.15% | 123 |
|
|
2022
Q1 | $1.14M | Buy |
24,747
+181
| +0.7% | +$8.3K | 0.14% | 122 |
|
|
2021
Q4 | $1.02M | Buy |
24,566
+783
| +3% | +$32.6K | 0.12% | 124 |
|
|
2021
Q3 | $847K | Buy |
23,783
+1,212
| +5% | +$43.2K | 0.11% | 127 |
|
|
2021
Q2 | $840K | Sell |
22,571
-31
| -0.1% | -$1.15K | 0.11% | 125 |
|
|
2021
Q1 | $784K | Buy |
22,602
+392
| +2% | +$13.6K | 0.11% | 125 |
|
|
2020
Q4 | $680K | Sell |
22,210
-3,240
| -13% | -$99.2K | 0.11% | 130 |
|
|
2020
Q3 | $731K | Sell |
25,450
-207,831
| -89% | -$5.97M | 0.13% | 109 |
|
|
2020
Q2 | $9.05M | Buy |
233,281
+9,276
| +4% | +$360K | 1.78% | 15 |
|
|
2020
Q1 | $8.98M | Buy |
224,005
+115,098
| +106% | +$4.61M | 2.23% | 7 |
|
|
2019
Q4 | $5.29M | Buy |
108,907
+1,492
| +1% | +$72.5K | 1.03% | 38 |
|
|
2019
Q3 | $5.18M | Sell |
107,415
-44,430
| -29% | -$2.14M | 1.13% | 31 |
|
|
2019
Q2 | $6.5M | Buy |
151,845
+4,224
| +3% | +$181K | 1.49% | 16 |
|
|
2019
Q1 | $6.14M | Buy |
147,621
+4,918
| +3% | +$205K | 1.44% | 17 |
|
|
2018
Q4 | $5.36M | Buy |
142,703
+28,658
| +25% | +$1.08M | 1.46% | 18 |
|
|
2018
Q3 | $4.24M | Buy |
114,045
+2,771
| +2% | +$103K | 1% | 30 |
|
|
2018
Q2 | $4M | Buy |
111,274
+7,076
| +7% | +$254K | 1.06% | 33 |
|
|
2018
Q1 | $3.54M | Buy |
104,198
+20,268
| +24% | +$689K | 1.04% | 35 |
|
|
2017
Q4 | $2.57M | Buy |
83,930
+563
| +0.7% | +$17.2K | 0.69% | 46 |
|
|
2017
Q3 | $2.57M | Buy |
83,367
+4,232
| +5% | +$130K | 1.46% | 24 |
|
|
2017
Q2 | $2.31M | Buy |
79,135
+13,159
| +20% | +$384K | 0.68% | 48 |
|
|
2017
Q1 | $2.1M | Buy |
65,976
+21,737
| +49% | +$692K | 0.64% | 48 |
|
|
2016
Q4 | $1.37M | Sell |
44,239
-49,599
| -53% | -$1.54M | 0.45% | 63 |
|
|
2016
Q3 | $3.1M | Buy |
+93,838
| New | +$3.1M | 1.09% | 35 |
|