Wallace Advisory Group’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,126
| Closed | -$403K | – | 179 |
|
|
2025
Q1 | $403K | Sell |
10,126
-2,007
| -17% | -$79.8K | 0.28% | 105 |
|
|
2024
Q4 | $538K | Sell |
12,133
-2,529
| -17% | -$112K | 0.37% | 76 |
|
|
2024
Q3 | $561K | Sell |
14,662
-430
| -3% | -$16.5K | 0.41% | 57 |
|
|
2024
Q2 | $578K | Buy |
15,092
+56
| +0.4% | +$2.14K | 0.42% | 57 |
|
|
2024
Q1 | $551K | Buy |
15,036
+1,235
| +9% | +$45.3K | 0.41% | 63 |
|
|
2023
Q4 | $472K | Sell |
13,801
-1,259
| -8% | -$43K | 0.37% | 70 |
|
|
2023
Q3 | $586K | Buy |
15,060
+833
| +6% | +$32.4K | 0.42% | 51 |
|
|
2023
Q2 | $570K | Hold |
14,227
| – | – | 0.43% | 54 |
|
|
2023
Q1 | $570K | Sell |
14,227
-555
| -4% | -$22.2K | 0.43% | 54 |
|
|
2022
Q4 | $620K | Buy |
+14,782
| New | +$620K | 0.49% | 46 |
|