Avantax Planning Partners’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 | $661K | Buy |
6,591
+26
| +0.4% | +$2.61K | 0.02% | 234 |
|
|
2025
Q1 | $726K | Sell |
6,565
-281
| -4% | -$31.1K | 0.03% | 207 |
|
|
2024
Q4 | $611K | Sell |
6,846
-396
| -5% | -$35.3K | 0.02% | 227 |
|
|
2024
Q3 | $754K | Sell |
7,242
-3,257
| -31% | -$339K | 0.03% | 196 |
|
|
2024
Q2 | $939K | Sell |
10,499
-3,116
| -23% | -$279K | 0.03% | 215 |
|
|
2024
Q1 | $1.24M | Buy |
13,615
+10,755
| +376% | +$977K | 0.04% | 195 |
|
|
2023
Q4 | $260K | Buy |
2,860
+479
| +20% | +$43.6K | 0.01% | 315 |
|
|
2023
Q3 | $204K | Buy |
2,381
+6
| +0.3% | +$513 | 0.01% | 345 |
|
|
2023
Q2 | $215K | Sell |
2,375
-34
| -1% | -$3.07K | 0.01% | 348 |
|
|
2023
Q1 | $230K | Hold |
2,409
| – | – | 0.01% | 332 |
|
|
2022
Q4 | $230K | Hold |
2,409
| – | – | 0.01% | 331 |
|
|
2022
Q3 | $207K | Sell |
2,409
-305
| -11% | -$26.2K | 0.01% | 325 |
|
|
2022
Q2 | $258K | Buy |
2,714
+5
| +0.2% | +$475 | 0.01% | 290 |
|
|
2022
Q1 | $256K | Sell |
2,709
-124
| -4% | -$11.7K | 0.01% | 306 |
|
|
2021
Q4 | $242K | Buy |
2,833
+30
| +1% | +$2.56K | 0.01% | 304 |
|
|
2021
Q3 | $203K | Hold |
2,803
| – | – | 0.01% | 317 |
|
|
2021
Q2 | $201K | Sell |
2,803
-247
| -8% | -$17.7K | 0.01% | 313 |
|
|
2021
Q1 | $228K | Sell |
3,050
-106
| -3% | -$7.92K | 0.01% | 277 |
|
|
2020
Q4 | $228K | Buy |
3,156
+200
| +7% | +$14.4K | 0.01% | 258 |
|
|
2020
Q3 | $230K | Hold |
2,956
| – | – | 0.01% | 263 |
|
|
2020
Q2 | $213K | Hold |
2,956
| – | – | 0.01% | 257 |
|
|
2020
Q1 | $231K | Hold |
2,956
| – | – | 0.02% | 236 |
|
|
2019
Q4 | $267K | Hold |
2,956
| – | – | 0.02% | 248 |
|
|
2019
Q3 | $279K | Sell |
2,956
-53
| -2% | -$5K | 0.02% | 246 |
|
|
2019
Q2 | $267K | Hold |
3,009
| – | – | 0.02% | 247 |
|
|
2019
Q1 | $255K | Hold |
3,009
| – | – | 0.02% | 248 |
|
|
2018
Q4 | $230K | Hold |
3,009
| – | – | 0.02% | 238 |
|
|
2018
Q3 | $229K | Buy |
3,009
+300
| +11% | +$22.8K | 0.02% | 226 |
|
|
2018
Q2 | $211K | Hold |
2,709
| – | – | 0.02% | 224 |
|
|
2018
Q1 | $211K | Sell |
2,709
-77
| -3% | -$6K | 0.02% | 284 |
|
|
2017
Q4 | $237K | Sell |
2,786
-308
| -10% | -$26.2K | 0.02% | 269 |
|
|
2017
Q3 | $250K | Buy |
+3,094
| New | +$250K | 0.02% | 320 |
|
|
2017
Q1 | – | Sell |
-4,623
| Closed | -$341K | – | 330 |
|
|
2016
Q4 | $341K | Buy |
+4,623
| New | +$341K | 0.04% | 209 |
|