Cape Investment Advisory’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 | $85.6K | Buy |
853
+40
| +5% | +$4.01K | 0.03% | 288 |
|
|
2025
Q1 | $89.9K | Buy |
813
+6
| +0.7% | +$664 | 0.04% | 262 |
|
|
2024
Q4 | $72K | Buy |
807
+6
| +0.7% | +$535 | 0.03% | 286 |
|
|
2024
Q3 | $83.4K | Buy |
801
+113
| +16% | +$11.8K | 0.03% | 258 |
|
|
2024
Q2 | $61.5K | Sell |
688
-384
| -36% | -$34.3K | 0.03% | 270 |
|
|
2024
Q1 | $97.4K | Buy |
1,072
+10
| +0.9% | +$908 | 0.05% | 221 |
|
|
2023
Q4 | $96.6K | Buy |
1,062
+24
| +2% | +$2.18K | 0.05% | 235 |
|
|
2023
Q3 | $88.8K | Buy |
1,038
+172
| +20% | +$14.7K | 0.05% | 219 |
|
|
2023
Q2 | $78.3K | Buy |
866
+298
| +52% | +$26.9K | 0.04% | 229 |
|
|
2023
Q1 | $54.3K | Buy |
+568
| New | +$54.3K | 0.03% | 253 |
|