Aptus Capital Advisors’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 | $778K | Buy |
7,758
+249
| +3% | +$25K | 0.01% | 571 |
|
|
2025
Q1 | $830K | Buy |
7,509
+1,375
| +22% | +$152K | 0.01% | 538 |
|
|
2024
Q4 | $547K | Buy |
6,134
+556
| +10% | +$49.6K | 0.01% | 597 |
|
|
2024
Q3 | $581K | Sell |
5,578
-106
| -2% | -$11K | 0.01% | 506 |
|
|
2024
Q2 | $508K | Sell |
5,684
-751
| -12% | -$67.2K | 0.01% | 506 |
|
|
2024
Q1 | $584K | Buy |
6,435
+2,230
| +53% | +$203K | 0.01% | 474 |
|
|
2023
Q4 | $383K | Buy |
4,205
+18
| +0.4% | +$1.64K | 0.01% | 425 |
|
|
2023
Q3 | $358K | Buy |
+4,187
| New | +$358K | 0.01% | 439 |
|