Valeo 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 | $259K | Buy |
6,444
+277
| +4% | +$11.2K | 0.01% | 619 |
|
|
2025
Q1 | $249K | Sell |
6,167
-10
| -0.2% | -$404 | 0.01% | 575 |
|
|
2024
Q4 | $246K | Buy |
6,177
+43
| +0.7% | +$1.71K | 0.01% | 587 |
|
|
2024
Q3 | $272K | Buy |
6,134
+204
| +3% | +$9.05K | 0.01% | 555 |
|
|
2024
Q2 | $227K | Buy |
5,930
+48
| +0.8% | +$1.84K | 0.01% | 576 |
|
|
2024
Q1 | $225K | Buy |
+5,882
| New | +$225K | 0.01% | 583 |
|
|
2021
Q2 | – | Sell |
-2,289
| Closed | -$79K | – | 885 |
|
|
2021
Q1 | $79K | Hold |
2,289
| – | – | ﹤0.01% | 669 |
|
|
2020
Q4 | $70K | Sell |
2,289
-151
| -6% | -$4.62K | ﹤0.01% | 654 |
|
|
2020
Q3 | $70K | Sell |
2,440
-188
| -7% | -$5.39K | 0.01% | 538 |
|
|
2020
Q2 | $102K | Buy |
2,628
+280
| +12% | +$10.9K | 0.01% | 490 |
|
|
2020
Q1 | $105K | Sell |
2,348
-2
| -0.1% | -$89 | 0.01% | 408 |
|
|
2019
Q4 | $114K | Buy |
2,350
+4
| +0.2% | +$194 | 0.01% | 435 |
|
|
2019
Q3 | $113K | Buy |
2,346
+4
| +0.2% | +$193 | 0.01% | 407 |
|
|
2019
Q2 | $100K | Sell |
2,342
-76
| -3% | -$3.25K | 0.01% | 436 |
|
|
2019
Q1 | $101K | Sell |
2,418
-1,346
| -36% | -$56.2K | 0.01% | 406 |
|
|
2018
Q4 | $141K | Buy |
3,764
+5
| +0.1% | +$187 | 0.02% | 313 |
|
|
2018
Q3 | $140K | Buy |
3,759
+1,920
| +104% | +$71.5K | 0.02% | 334 |
|
|
2018
Q2 | $67K | Buy |
1,839
+5
| +0.3% | +$182 | 0.01% | 482 |
|
|
2018
Q1 | $62K | Buy |
1,834
+1,387
| +310% | +$46.9K | 0.01% | 451 |
|
|
2017
Q4 | $14K | Buy |
447
+5
| +1% | +$157 | ﹤0.01% | 748 |
|
|
2017
Q3 | $14K | Buy |
+442
| New | +$14K | ﹤0.01% | 624 |
|