WhitTier Trust Company’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $271K | Buy |
6,729
+4
| +0.1% | +$161 | 0.01% | 483 |
|
2025
Q1 | $272K | Hold |
6,725
| – | – | 0.01% | 479 |
|
2024
Q4 | $267K | Buy |
+6,725
| New | +$267K | 0.01% | 463 |
|
2024
Q1 | – | Sell |
-909
| Closed | -$33.3K | – | 1230 |
|
2023
Q4 | $33.3K | Sell |
909
-140
| -13% | -$5.13K | ﹤0.01% | 736 |
|
2023
Q3 | $35.9K | Hold |
1,049
| – | – | ﹤0.01% | 703 |
|
2023
Q2 | $40.8K | Sell |
1,049
-1,590
| -60% | -$61.8K | ﹤0.01% | 720 |
|
2023
Q1 | $106K | Hold |
2,639
| – | – | ﹤0.01% | 554 |
|
2022
Q4 | $111K | Sell |
2,639
-167
| -6% | -$7K | ﹤0.01% | 540 |
|
2022
Q3 | $104K | Hold |
2,806
| – | – | ﹤0.01% | 549 |
|
2022
Q2 | $108K | Buy |
2,806
+1,897
| +209% | +$73K | ﹤0.01% | 543 |
|
2022
Q1 | $42K | Hold |
909
| – | – | ﹤0.01% | 695 |
|
2021
Q4 | $38K | Hold |
909
| – | – | ﹤0.01% | 712 |
|
2021
Q3 | $32K | Hold |
909
| – | – | ﹤0.01% | 747 |
|
2021
Q2 | $34K | Hold |
909
| – | – | ﹤0.01% | 724 |
|
2021
Q1 | $32K | Hold |
909
| – | – | ﹤0.01% | 715 |
|
2020
Q4 | $28K | Hold |
909
| – | – | ﹤0.01% | 715 |
|
2020
Q3 | $26K | Hold |
909
| – | – | ﹤0.01% | 706 |
|
2020
Q2 | $35K | Sell |
909
-740
| -45% | -$28.5K | ﹤0.01% | 633 |
|
2020
Q1 | $66K | Hold |
1,649
| – | – | 0.01% | 519 |
|
2019
Q4 | $80K | Hold |
1,649
| – | – | 0.01% | 522 |
|
2019
Q3 | $80K | Buy |
1,649
+740
| +81% | +$35.9K | 0.01% | 519 |
|
2019
Q2 | $39K | Hold |
909
| – | – | ﹤0.01% | 630 |
|
2019
Q1 | $38K | Hold |
909
| – | – | ﹤0.01% | 633 |
|
2018
Q4 | $34K | Buy |
+909
| New | +$34K | ﹤0.01% | 640 |
|
2018
Q2 | – | Sell |
-32
| Closed | -$1K | – | 973 |
|
2018
Q1 | $1K | Sell |
32
-207
| -87% | -$6.47K | ﹤0.01% | 990 |
|
2017
Q4 | $7K | Hold |
239
| – | – | ﹤0.01% | 830 |
|
2017
Q3 | $7K | Buy |
239
+32
| +15% | +$937 | ﹤0.01% | 820 |
|
2017
Q2 | $6K | Hold |
207
| – | – | ﹤0.01% | 811 |
|
2017
Q1 | $7K | Hold |
207
| – | – | ﹤0.01% | 805 |
|
2016
Q4 | $6K | Sell |
207
-83
| -29% | -$2.41K | ﹤0.01% | 827 |
|
2016
Q3 | $10K | Hold |
290
| – | – | ﹤0.01% | 763 |
|
2016
Q2 | $10K | Hold |
290
| – | – | ﹤0.01% | 768 |
|
2016
Q1 | $10K | Hold |
290
| – | – | ﹤0.01% | 778 |
|
2015
Q4 | $9K | Hold |
290
| – | – | ﹤0.01% | 775 |
|
2015
Q3 | $9K | Hold |
290
| – | – | ﹤0.01% | 782 |
|
2015
Q2 | $9K | Hold |
290
| – | – | ﹤0.01% | 793 |
|
2015
Q1 | $10K | Hold |
290
| – | – | ﹤0.01% | 792 |
|
2014
Q4 | $11K | Hold |
290
| – | – | ﹤0.01% | 780 |
|
2014
Q3 | $10K | Hold |
290
| – | – | ﹤0.01% | 789 |
|
2014
Q2 | $10K | Hold |
290
| – | – | ﹤0.01% | 793 |
|
2014
Q1 | $10K | Hold |
290
| – | – | ﹤0.01% | 813 |
|
2013
Q4 | $10K | Hold |
290
| – | – | ﹤0.01% | 771 |
|
2013
Q3 | $11K | Hold |
290
| – | – | ﹤0.01% | 745 |
|
2013
Q2 | $11K | Buy |
+290
| New | +$11K | ﹤0.01% | 733 |
|