Caldwell Sutter Capital’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
$367K Buy
3,653
+13
+0.4% +$1.31K 0.17% 137
2025
Q1
$403K Sell
3,640
-93
-2% -$10.3K 0.19% 127
2024
Q4
$333K Buy
3,733
+983
+36% +$87.7K 0.16% 141
2024
Q3
$286K Sell
2,750
-88
-3% -$9.16K 0.13% 156
2024
Q2
$254K Buy
2,838
+203
+8% +$18.2K 0.13% 168
2024
Q1
$239K Buy
2,635
+131
+5% +$11.9K 0.12% 173
2023
Q4
$228K Buy
2,504
+199
+9% +$18.1K 0.12% 173
2023
Q3
$197K Buy
2,305
+106
+5% +$9.07K 0.11% 177
2023
Q2
$199K Buy
2,199
+1,304
+146% +$118K 0.1% 182
2023
Q1
$85.6K Buy
+895
New +$85.6K 0.06% 198