Whittier Trust’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.52K | Sell |
162
-258
| -61% | -$10.4K | ﹤0.01% | 1301 |
|
|
2025
Q1 | $17K | Hold |
420
| – | – | ﹤0.01% | 1133 |
|
|
2024
Q4 | $16.7K | Buy |
420
+80
| +24% | +$3.18K | ﹤0.01% | 1149 |
|
|
2024
Q3 | $15.1K | Hold |
340
| – | – | ﹤0.01% | 1182 |
|
|
2024
Q2 | $13K | Hold |
340
| – | – | ﹤0.01% | 1201 |
|
|
2024
Q1 | $13.1K | Hold |
340
| – | – | ﹤0.01% | 1222 |
|
|
2023
Q4 | $12.5K | Sell |
340
-59
| -15% | -$2.16K | ﹤0.01% | 1195 |
|
|
2023
Q3 | $13.6K | Buy |
399
+59
| +17% | +$2.02K | ﹤0.01% | 1194 |
|
|
2023
Q2 | $13.2K | Sell |
340
-68
| -17% | -$2.64K | ﹤0.01% | 1216 |
|
|
2023
Q1 | $16.3K | Hold |
408
| – | – | ﹤0.01% | 1198 |
|
|
2022
Q4 | $17.1K | Hold |
408
| – | – | ﹤0.01% | 1181 |
|
|
2022
Q3 | $15K | Buy |
408
+68
| +20% | +$2.5K | ﹤0.01% | 1255 |
|
|
2022
Q2 | $13K | Hold |
340
| – | – | ﹤0.01% | 1268 |
|
|
2022
Q1 | $16K | Hold |
340
| – | – | ﹤0.01% | 1254 |
|
|
2021
Q4 | $14K | Hold |
340
| – | – | ﹤0.01% | 1257 |
|
|
2021
Q3 | $12K | Hold |
340
| – | – | ﹤0.01% | 1218 |
|
|
2021
Q2 | $13K | Hold |
340
| – | – | ﹤0.01% | 1225 |
|
|
2021
Q1 | $12K | Hold |
340
| – | – | ﹤0.01% | 1224 |
|
|
2020
Q4 | $10K | Hold |
340
| – | – | ﹤0.01% | 1150 |
|
|
2020
Q3 | $10K | Sell |
340
-1,496
| -81% | -$44K | ﹤0.01% | 1130 |
|
|
2020
Q2 | $72K | Sell |
1,836
-1,313
| -42% | -$51.5K | ﹤0.01% | 733 |
|
|
2020
Q1 | $126K | Buy |
3,149
+102
| +3% | +$4.08K | ﹤0.01% | 615 |
|
|
2019
Q4 | $148K | Buy |
3,047
+955
| +46% | +$46.4K | ﹤0.01% | 614 |
|
|
2019
Q3 | $101K | Buy |
2,092
+162
| +8% | +$7.82K | ﹤0.01% | 689 |
|
|
2019
Q2 | $83K | Hold |
1,930
| – | – | ﹤0.01% | 695 |
|
|
2019
Q1 | $80K | Buy |
1,930
+16
| +0.8% | +$663 | ﹤0.01% | 696 |
|
|
2018
Q4 | $72K | Hold |
1,914
| – | – | ﹤0.01% | 701 |
|
|
2018
Q3 | $71K | Hold |
1,914
| – | – | ﹤0.01% | 701 |
|
|
2018
Q2 | $69K | Sell |
1,914
-100
| -5% | -$3.61K | ﹤0.01% | 697 |
|
|
2018
Q1 | $68K | Hold |
2,014
| – | – | ﹤0.01% | 709 |
|
|
2017
Q4 | $62K | Hold |
2,014
| – | – | ﹤0.01% | 701 |
|
|
2017
Q3 | $62K | Hold |
2,014
| – | – | ﹤0.01% | 689 |
|
|
2017
Q2 | $59K | Sell |
2,014
-490
| -20% | -$14.4K | ﹤0.01% | 667 |
|
|
2017
Q1 | $80K | Buy |
2,504
+714
| +40% | +$22.8K | ﹤0.01% | 627 |
|
|
2016
Q4 | $55K | Hold |
1,790
| – | – | ﹤0.01% | 692 |
|
|
2016
Q3 | $59K | Buy |
1,790
+100
| +6% | +$3.3K | ﹤0.01% | 668 |
|
|
2016
Q2 | $59K | Hold |
1,690
| – | – | ﹤0.01% | 686 |
|
|
2016
Q1 | $61K | Sell |
1,690
-310
| -16% | -$11.2K | ﹤0.01% | 683 |
|
|
2015
Q4 | $63K | Hold |
2,000
| – | – | ﹤0.01% | 679 |
|
|
2015
Q3 | $63K | Sell |
2,000
-500
| -20% | -$15.8K | ﹤0.01% | 670 |
|
|
2015
Q2 | $81K | Buy |
2,500
+524
| +27% | +$17K | ﹤0.01% | 639 |
|
|
2015
Q1 | $69K | Hold |
1,976
| – | – | ﹤0.01% | 664 |
|
|
2014
Q4 | $77K | Hold |
1,976
| – | – | ﹤0.01% | 593 |
|
|
2014
Q3 | $66K | Hold |
1,976
| – | – | ﹤0.01% | 614 |
|
|
2014
Q2 | $69K | Hold |
1,976
| – | – | ﹤0.01% | 607 |
|
|
2014
Q1 | $67K | Hold |
1,976
| – | – | ﹤0.01% | 617 |
|
|
2013
Q4 | $65K | Sell |
1,976
-304
| -13% | -$10K | ﹤0.01% | 624 |
|
|
2013
Q3 | $83K | Hold |
2,280
| – | – | ﹤0.01% | 577 |
|
|
2013
Q2 | $85K | Buy |
+2,280
| New | +$85K | ﹤0.01% | 565 |
|