Avantax 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 | $2.41M | Buy |
24,045
+1,095
| +5% | +$110K | 0.01% | 709 |
|
|
2025
Q1 | $2.54M | Sell |
22,950
-1,870
| -8% | -$207K | 0.02% | 647 |
|
|
2024
Q4 | $2.21M | Buy |
24,820
+1,684
| +7% | +$150K | 0.01% | 667 |
|
|
2024
Q3 | $2.41M | Buy |
23,136
+202
| +0.9% | +$21K | 0.02% | 613 |
|
|
2024
Q2 | $2.05M | Sell |
22,934
-2,295
| -9% | -$205K | 0.01% | 653 |
|
|
2024
Q1 | $2.29M | Buy |
25,229
+3,381
| +15% | +$307K | 0.02% | 504 |
|
|
2023
Q4 | $1.99M | Sell |
21,848
-1,439
| -6% | -$131K | 0.02% | 499 |
|
|
2023
Q3 | $1.99M | Sell |
23,287
-1,554
| -6% | -$133K | 0.02% | 457 |
|
|
2023
Q2 | $2.25M | Sell |
24,841
-8
| -0% | -$723 | 0.03% | 424 |
|
|
2023
Q1 | $2.38M | Buy |
24,849
+3,664
| +17% | +$351K | 0.03% | 393 |
|
|
2022
Q4 | $2.02M | Buy |
21,185
+815
| +4% | +$77.7K | 0.03% | 429 |
|
|
2022
Q3 | $1.75M | Buy |
20,370
+1,716
| +9% | +$147K | 0.03% | 403 |
|
|
2022
Q2 | $1.77M | Buy |
18,654
+1,326
| +8% | +$126K | 0.03% | 402 |
|
|
2022
Q1 | $1.64M | Buy |
17,328
+718
| +4% | +$68K | 0.02% | 422 |
|
|
2021
Q4 | $1.42M | Sell |
16,610
-376
| -2% | -$32.1K | 0.02% | 432 |
|
|
2021
Q3 | $1.23M | Sell |
16,986
-1,218
| -7% | -$88.4K | 0.02% | 432 |
|
|
2021
Q2 | $1.3M | Sell |
18,204
-12,522
| -41% | -$897K | 0.02% | 418 |
|
|
2021
Q1 | $2.3M | Buy |
30,726
+7,563
| +33% | +$566K | 0.05% | 261 |
|
|
2020
Q4 | $1.67M | Sell |
23,163
-30,362
| -57% | -$2.19M | 0.04% | 301 |
|
|
2020
Q3 | $4.17M | Buy |
53,525
+37,262
| +229% | +$2.9M | 0.07% | 230 |
|
|
2020
Q2 | $1.17M | Buy |
16,263
+1,082
| +7% | +$77.8K | 0.03% | 314 |
|
|
2020
Q1 | $1.19M | Sell |
15,181
-647
| -4% | -$50.7K | 0.04% | 271 |
|
|
2019
Q4 | $1.43M | Buy |
15,828
+1,281
| +9% | +$116K | 0.03% | 269 |
|
|
2019
Q3 | $1.37M | Buy |
14,547
+2,488
| +21% | +$235K | 0.06% | 168 |
|
|
2019
Q2 | $1.06M | Buy |
12,059
+499
| +4% | +$43.7K | 0.05% | 185 |
|
|
2019
Q1 | $980K | Buy |
11,560
+3,132
| +37% | +$266K | 0.05% | 178 |
|
|
2018
Q4 | $644K | Buy |
+8,428
| New | +$644K | 0.11% | 183 |
|