United Capital Financial Advisors’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $492K | Buy |
12,220
+406
| +3% | +$16.3K | ﹤0.01% | 776 |
|
|
2025
Q1 | $478K | Buy |
11,814
+277
| +2% | +$11.2K | ﹤0.01% | 748 |
|
|
2024
Q4 | $459K | Sell |
11,537
-231
| -2% | -$9.19K | ﹤0.01% | 748 |
|
|
2024
Q3 | $522K | Sell |
11,768
-191
| -2% | -$8.47K | ﹤0.01% | 714 |
|
|
2024
Q2 | $458K | Sell |
11,959
-470
| -4% | -$18K | ﹤0.01% | 722 |
|
|
2024
Q1 | $480K | Buy |
12,429
+1,491
| +14% | +$57.6K | ﹤0.01% | 741 |
|
|
2023
Q4 | $401K | Sell |
10,938
-1,947
| -15% | -$71.4K | ﹤0.01% | 784 |
|
|
2023
Q3 | $440K | Sell |
12,885
-356
| -3% | -$12.2K | ﹤0.01% | 662 |
|
|
2023
Q2 | $515K | Buy |
13,241
+292
| +2% | +$11.4K | ﹤0.01% | 678 |
|
|
2023
Q1 | $519K | Sell |
12,949
-2,532
| -16% | -$101K | ﹤0.01% | 715 |
|
|
2022
Q4 | $649K | Buy |
15,481
+2,122
| +16% | +$89K | ﹤0.01% | 716 |
|
|
2022
Q3 | $494K | Sell |
13,359
-1,421
| -10% | -$52.5K | ﹤0.01% | 764 |
|
|
2022
Q2 | $567K | Buy |
14,780
+7,964
| +117% | +$306K | ﹤0.01% | 767 |
|
|
2022
Q1 | $313K | Buy |
6,816
+453
| +7% | +$20.8K | ﹤0.01% | 971 |
|
|
2021
Q4 | $265K | Buy |
6,363
+181
| +3% | +$7.54K | ﹤0.01% | 1063 |
|
|
2021
Q3 | $220K | Buy |
6,182
+25
| +0.4% | +$890 | ﹤0.01% | 1102 |
|
|
2021
Q2 | $229K | Buy |
+6,157
| New | +$229K | ﹤0.01% | 1111 |
|
|
2020
Q3 | – | Sell |
-5,592
| Closed | -$217K | – | 1172 |
|
|
2020
Q2 | $217K | Buy |
5,592
+479
| +9% | +$18.6K | ﹤0.01% | 1075 |
|
|
2020
Q1 | $205K | Sell |
5,113
-1,931
| -27% | -$77.4K | ﹤0.01% | 1059 |
|
|
2019
Q4 | $342K | Buy |
7,044
+2,162
| +44% | +$105K | ﹤0.01% | 1087 |
|
|
2019
Q3 | $235K | Sell |
4,882
-1,916
| -28% | -$92.2K | ﹤0.01% | 1129 |
|
|
2019
Q2 | $291K | Buy |
6,798
+891
| +15% | +$38.1K | ﹤0.01% | 1209 |
|
|
2019
Q1 | $246K | Sell |
5,907
-1,122
| -16% | -$46.7K | ﹤0.01% | 1183 |
|
|
2018
Q4 | $264K | Sell |
7,029
-399
| -5% | -$15K | ﹤0.01% | 1109 |
|
|
2018
Q3 | $276K | Buy |
7,428
+634
| +9% | +$23.6K | ﹤0.01% | 1136 |
|
|
2018
Q2 | $244K | Sell |
6,794
-760
| -10% | -$27.3K | ﹤0.01% | 1168 |
|
|
2018
Q1 | $257K | Buy |
7,554
+980
| +15% | +$33.3K | ﹤0.01% | 1145 |
|
|
2017
Q4 | $200K | Sell |
6,574
-67
| -1% | -$2.04K | ﹤0.01% | 1243 |
|
|
2017
Q3 | $205K | Buy |
+6,641
| New | +$205K | ﹤0.01% | 1231 |
|
|
2017
Q1 | – | Sell |
-6,844
| Closed | -$212K | – | 1256 |
|
|
2016
Q4 | $212K | Sell |
6,844
-1,880
| -22% | -$58.2K | ﹤0.01% | 1163 |
|
|
2016
Q3 | $289K | Buy |
8,724
+1,325
| +18% | +$43.9K | ﹤0.01% | 1087 |
|
|
2016
Q2 | $259K | Buy |
7,399
+156
| +2% | +$5.46K | ﹤0.01% | 1085 |
|
|
2016
Q1 | $261K | Sell |
7,243
-595
| -8% | -$21.4K | ﹤0.01% | 1039 |
|
|
2015
Q4 | $249K | Buy |
7,838
+916
| +13% | +$29.1K | ﹤0.01% | 1071 |
|
|
2015
Q3 | $217K | Buy |
+6,922
| New | +$217K | ﹤0.01% | 1141 |
|
|
2015
Q2 | – | Sell |
-5,744
| Closed | -$206K | – | 1272 |
|
|
2015
Q1 | $206K | Buy |
+5,744
| New | +$206K | ﹤0.01% | 1181 |
|