Chicago Partners Investment Group’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 | $533K | Buy |
5,200
+1,315
| +34% | +$135K | 0.02% | 574 |
|
|
2025
Q1 | $431K | Buy |
+3,885
| New | +$431K | 0.01% | 566 |
|
|
2024
Q4 | – | Sell |
-3,545
| Closed | -$381K | – | 853 |
|
|
2024
Q3 | $381K | Buy |
+3,545
| New | +$381K | 0.01% | 560 |
|
|
2018
Q4 | – | Sell |
-4,200
| Closed | -$325K | – | 489 |
|
|
2018
Q3 | $325K | Buy |
4,200
+2,850
| +211% | +$221K | 0.05% | 234 |
|
|
2018
Q2 | $105K | Sell |
1,350
-1,000
| -43% | -$77.8K | 0.02% | 381 |
|
|
2018
Q1 | $183K | Hold |
2,350
| – | – | 0.03% | 262 |
|
|
2017
Q4 | $200K | Sell |
2,350
-30
| -1% | -$2.55K | 0.03% | 257 |
|
|
2017
Q3 | $192K | Sell |
2,380
-1,320
| -36% | -$106K | 0.03% | 258 |
|
|
2017
Q2 | $289K | Buy |
+3,700
| New | +$289K | 0.08% | 151 |
|