Ameritas Advisory Services’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Buy |
12,934
+2,213
| +21% | +$222K | 0.07% | 287 |
|
|
2025
Q1 | $1.14M | Buy |
10,721
+7,918
| +282% | +$844K | 0.05% | 361 |
|
|
2024
Q4 | $250K | Buy |
+2,803
| New | +$250K | 0.01% | 769 |
|
|
2024
Q3 | – | Sell |
-7,657
| Closed | -$685K | – | 870 |
|
|
2024
Q2 | $685K | Buy |
7,657
+5,205
| +212% | +$465K | 0.03% | 503 |
|
|
2024
Q1 | $230K | Sell |
2,452
-930
| -27% | -$87.4K | 0.01% | 790 |
|
|
2023
Q4 | $305K | Buy |
3,382
+933
| +38% | +$84.1K | 0.02% | 547 |
|
|
2023
Q3 | $216K | Buy |
2,449
+126
| +5% | +$11.1K | 0.01% | 728 |
|
|
2023
Q2 | $214K | Buy |
2,323
+43
| +2% | +$3.96K | 0.03% | 509 |
|
|
2023
Q1 | $221K | Sell |
2,280
-443
| -16% | -$42.9K | 0.01% | 735 |
|
|
2022
Q4 | $260K | Buy |
+2,723
| New | +$260K | 0.01% | 747 |
|
|
2022
Q3 | – | Sell |
-2,118
| Closed | -$201K | – | 774 |
|
|
2022
Q2 | $201K | Buy |
+2,118
| New | +$201K | 0.01% | 751 |
|