Atria Investments’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 | $997K | Buy |
9,933
+2,693
| +37% | +$270K | 0.01% | 1041 |
|
|
2025
Q1 | $801K | Buy |
7,240
+3,377
| +87% | +$373K | 0.01% | 1104 |
|
|
2024
Q4 | $345K | Sell |
3,863
-349
| -8% | -$31.1K | ﹤0.01% | 1526 |
|
|
2024
Q3 | $439K | Sell |
4,212
-385
| -8% | -$40.1K | 0.01% | 1398 |
|
|
2024
Q2 | $411K | Buy |
+4,597
| New | +$411K | 0.01% | 1404 |
|
|
2019
Q4 | – | Sell |
-13,889
| Closed | -$1.31M | – | 1203 |
|
|
2019
Q3 | $1.31M | Sell |
13,889
-2,123
| -13% | -$201K | 0.05% | 333 |
|
|
2019
Q2 | $1.39M | Buy |
+16,012
| New | +$1.39M | 0.05% | 306 |
|