Atria Wealth Solutions’s Consolidated Edison ED Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.38M Sell
23,677
-13,753
-37% -$1.38M 0.05% 374
2025
Q1
$4.14M Sell
37,430
-899
-2% -$99.4K 0.05% 396
2024
Q4
$3.42M Sell
38,329
-790
-2% -$70.5K 0.04% 462
2024
Q3
$4.07M Sell
39,119
-315
-0.8% -$32.8K 0.04% 398
2024
Q2
$3.53M Sell
39,434
-6,201
-14% -$554K 0.04% 434
2024
Q1
$4.14M Sell
45,635
-745
-2% -$67.7K 0.05% 387
2023
Q4
$4.22M Buy
46,380
+1,213
+3% +$110K 0.05% 355
2023
Q3
$3.86M Buy
45,167
+2,380
+6% +$204K 0.05% 355
2023
Q2
$3.87M Buy
42,787
+3,238
+8% +$293K 0.05% 358
2023
Q1
$3.78M Buy
39,549
+6,839
+21% +$654K 0.06% 340
2022
Q4
$3.12M Sell
32,710
-192
-0.6% -$18.3K 0.05% 368
2022
Q3
$2.82M Buy
32,902
+1,469
+5% +$126K 0.05% 364
2022
Q2
$2.99M Buy
31,433
+4,015
+15% +$382K 0.06% 326
2022
Q1
$2.6M Buy
+27,418
New +$2.6M 0.04% 406