Checchi Capital Advisers’s Consolidated Edison ED Stock Holding History

Checchi Capital Advisers’s Portfolio ED Stock Details ED Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$648K	Buy	5,723 +772	+16%	+$83.6K	0.03%	298
2025 Q4	$492K	Sell	4,951 -517	-9%	-$51.3K	0.03%	324
2025 Q3	$550K	Sell	5,468 -297	-5%	-$29.8K	0.03%	303
2025 Q2	$578K	Sell	5,765 -257	-4%	-$27.2K	0.03%	305
2025 Q1	$666K	Buy	6,022 +265	+5%	+$26K	0.04%	279
2024 Q4	$514K	Buy	5,757 +208	+4%	+$20.5K	0.03%	315
2024 Q3	$578K	Sell	5,549 -78	-1%	-$7.71K	0.03%	300
2024 Q2	$503K	Buy	5,627 +141	+3%	+$13.1K	0.03%	318
2024 Q1	$498K	Buy	5,486 +20	+0.4%	+$1.79K	0.04%	324
2023 Q4	$497K	Buy	5,466 +255	+5%	+$22.8K	0.04%	311
2023 Q3	$446K	Sell	5,211 -694	-12%	-$63.2K	0.04%	313
2023 Q2	$534K	Sell	5,905 -97	-2%	-$9.27K	0.05%	280
2023 Q1	$574K	Buy	6,002 +430	+8%	+$40.3K	0.06%	260
2022 Q4	$531K	Sell	5,572 -361	-6%	-$32.8K	0.06%	258
2022 Q3	$509K	Sell	5,933 -14	-0.2%	-$1.35K	0.05%	261
2022 Q2	$590K	Buy	5,947 +985	+20%	+$93.8K	0.05%	260
2022 Q1	$470K	Buy	4,962 +601	+14%	+$51.9K	0.04%	280
2021 Q4	$372K	Buy	4,361 +24	+0.6%	+$1.89K	0.03%	339
2021 Q3	$315K	Buy	4,337 +320	+8%	+$23.9K	0.03%	353
2021 Q2	$288K	Buy	4,017 +115	+3%	+$8.83K	0.03%	384
2021 Q1	$292K	Sell	3,902 -571	-13%	-$40.2K	0.03%	368
2020 Q4	$323K	Buy	4,473 +191	+4%	+$14.8K	0.03%	320
2020 Q3	$333K	Sell	4,282 -212	-5%	-$15.6K	0.04%	280
2020 Q2	$323K	Sell	4,494 -122	-3%	-$9.37K	0.04%	284
2020 Q1	$360K	Buy	4,616 +481	+12%	+$42.2K	0.03%	219
2019 Q4	$374K	Buy	4,135 +32	+0.8%	+$2.87K	0.05%	253
2019 Q3	$388K	Sell	4,103 -47	-1%	-$4.17K	0.05%	243
2019 Q2	$364K	Sell	4,150 -422	-9%	-$36.4K	0.05%	260
2019 Q1	$388K	Sell	4,572 -123	-3%	-$9.83K	0.05%	237
2018 Q4	$359K	Sell	4,695 -522	-10%	-$40.8K	0.05%	227
2018 Q3	$398K	Buy	5,217 +352	+7%	+$27.7K	0.05%	261
2018 Q2	$379K	Buy	4,865 +225	+5%	+$17.2K	0.05%	248
2018 Q1	$362K	Sell	4,640 -21	-0.5%	-$1.63K	0.05%	254
2017 Q4	$396K	Buy	4,661 +24	+0.5%	+$2.06K	0.05%	244
2017 Q3	$374K	Sell	4,637 -41	-0.9%	-$3.39K	0.04%	231
2017 Q2	$378K	Buy	4,678 +228	+5%	+$18.4K	0.04%	228
2017 Q1	$346K	Sell	4,450 -491	-10%	-$36.9K	0.04%	246
2016 Q4	$364K	Buy	4,941 +1	+0%	+$72	0.05%	222
2016 Q3	$372K	Buy	4,940 +140	+3%	+$10.9K	0.04%	214
2016 Q2	$386K	Sell	4,800 -225	-4%	-$16.9K	0.04%	199
2016 Q1	$385K	Buy	5,025 +333	+7%	+$23.6K	0.09%	189
2015 Q4	$302K	Buy	4,692 +254	+6%	+$16.3K	0.08%	237
2015 Q3	$297K	Buy	4,438 +190	+4%	+$12K	0.08%	213
2015 Q2	$246K	Buy	4,248 +227	+6%	+$13.7K	0.06%	287
2015 Q1	$245K	Sell	4,021 -196	-5%	-$12.7K	0.07%	273
2014 Q4	$278K	Buy	+4,217	New	+$264K	0.1%	214