Wells Trecaso Financial 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 | $250K | Sell |
6,200
-5,396
| -47% | -$217K | 0.08% | 84 |
|
|
2025
Q1 | $469K | Buy |
11,596
+796
| +7% | +$32.2K | 0.16% | 62 |
|
|
2024
Q4 | $430K | Sell |
10,800
-11,250
| -51% | -$448K | 0.14% | 65 |
|
|
2024
Q3 | $978K | Hold |
22,050
| – | – | 0.32% | 49 |
|
|
2024
Q2 | $844K | Hold |
22,050
| – | – | 0.29% | 50 |
|
|
2024
Q1 | $852K | Hold |
22,050
| – | – | 0.3% | 50 |
|
|
2023
Q4 | $808K | Hold |
22,050
| – | – | 0.33% | 47 |
|
|
2023
Q3 | $754K | Hold |
22,050
| – | – | 0.34% | 45 |
|
|
2023
Q2 | $857K | Hold |
22,050
| – | – | 0.37% | 45 |
|
|
2023
Q1 | $883K | Hold |
22,050
| – | – | 0.41% | 41 |
|
|
2022
Q4 | $925K | Hold |
22,050
| – | – | 0.46% | 40 |
|
|
2022
Q3 | $816K | Buy |
22,050
+50
| +0.2% | +$1.85K | 0.45% | 41 |
|
|
2022
Q2 | $845K | Hold |
22,000
| – | – | 0.44% | 43 |
|
|
2022
Q1 | $1.01M | Sell |
22,000
-300
| -1% | -$13.8K | 0.45% | 41 |
|
|
2021
Q4 | $927K | Hold |
22,300
| – | – | 0.4% | 45 |
|
|
2021
Q3 | $795K | Hold |
22,300
| – | – | 0.38% | 45 |
|
|
2021
Q2 | $830K | Hold |
22,300
| – | – | 0.4% | 44 |
|
|
2021
Q1 | $774K | Hold |
22,300
| – | – | 0.41% | 43 |
|
|
2020
Q4 | $682K | Buy |
22,300
+7,000
| +46% | +$214K | 0.38% | 43 |
|
|
2020
Q3 | $439K | Buy |
15,300
+4,831
| +46% | +$139K | 0.28% | 51 |
|
|
2020
Q2 | $406K | Hold |
10,469
| – | – | 0.28% | 51 |
|
|
2020
Q1 | $420K | Buy |
+10,469
| New | +$420K | 0.37% | 50 |
|