Caldwell Sutter Capital’s Consolidated Edison ED Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$437K	Buy	3,861 +30	+0.8%	+$3.25K	0.18%	134
2025 Q4	$380K	Buy	3,831 +146	+4%	+$14.5K	0.16%	140
2025 Q3	$370K	Buy	3,685 +32	+0.9%	+$3.21K	0.16%	145
2025 Q2	$367K	Buy	3,653 +13	+0.4%	+$1.38K	0.17%	137
2025 Q1	$403K	Sell	3,640 -93	-2%	-$9.12K	0.19%	127
2024 Q4	$333K	Buy	3,733 +983	+36%	+$96.8K	0.16%	141
2024 Q3	$286K	Sell	2,750 -88	-3%	-$8.7K	0.13%	156
2024 Q2	$254K	Buy	2,838 +203	+8%	+$18.8K	0.13%	168
2024 Q1	$239K	Buy	2,635 +131	+5%	+$11.7K	0.12%	173
2023 Q4	$228K	Buy	2,504 +199	+9%	+$17.8K	0.12%	173
2023 Q3	$197K	Buy	2,305 +106	+5%	+$9.65K	0.11%	177
2023 Q2	$199K	Buy	2,199 +1,304	+146%	+$125K	0.1%	182
2023 Q1	$85.6K	Buy	+895	New	+$83.8K	0.06%	198