Capital Advisors Ltd’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 | $32K | Buy |
314
+109
| +53% | +$11.1K | ﹤0.01% | 554 |
|
|
2025
Q1 | $23K | Sell |
205
-16
| -7% | -$1.8K | ﹤0.01% | 589 |
|
|
2024
Q4 | $20K | Buy |
221
+17
| +8% | +$1.54K | ﹤0.01% | 617 |
|
|
2024
Q3 | $21K | Hold |
204
| – | – | ﹤0.01% | 601 |
|
|
2024
Q2 | $18K | Sell |
204
-36
| -15% | -$3.18K | ﹤0.01% | 610 |
|
|
2024
Q1 | $22K | Buy |
240
+38
| +19% | +$3.48K | ﹤0.01% | 567 |
|
|
2023
Q4 | $18K | Buy |
202
+150
| +288% | +$13.4K | ﹤0.01% | 577 |
|
|
2023
Q3 | $4K | Buy |
52
+51
| +5,100% | +$3.92K | ﹤0.01% | 870 |
|
|
2023
Q2 | $0 | Sell |
1
-37
| -97% | – | ﹤0.01% | 1350 |
|
|
2023
Q1 | $4K | Buy |
38
+32
| +533% | +$3.37K | ﹤0.01% | 735 |
|
|
2022
Q4 | $1K | Sell |
6
-17
| -74% | -$2.83K | ﹤0.01% | 981 |
|
|
2022
Q3 | $2K | Buy |
23
+15
| +188% | +$1.3K | ﹤0.01% | 831 |
|
|
2022
Q2 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 765 |
|