Clearstead Advisors’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 | $1.08M | Sell |
10,734
-1,060
| -9% | -$106K | 0.02% | 418 |
|
|
2025
Q1 | $1.3M | Buy |
11,794
+216
| +2% | +$23.9K | 0.02% | 361 |
|
|
2024
Q4 | $1.03M | Sell |
11,578
-57
| -0.5% | -$5.09K | 0.02% | 403 |
|
|
2024
Q3 | $1.21M | Buy |
11,635
+3,340
| +40% | +$348K | 0.02% | 385 |
|
|
2024
Q2 | $742K | Buy |
8,295
+6,928
| +507% | +$619K | 0.01% | 457 |
|
|
2024
Q1 | $133K | Sell |
1,367
-43
| -3% | -$4.2K | 0.01% | 543 |
|
|
2023
Q4 | $128K | Sell |
1,410
-15,718
| -92% | -$1.43M | 0.01% | 536 |
|
|
2023
Q3 | $1.46M | Buy |
17,128
+15,739
| +1,133% | +$1.35M | 0.04% | 253 |
|
|
2023
Q2 | $126K | Sell |
1,389
-38
| -3% | -$3.44K | 0.01% | 520 |
|
|
2023
Q1 | $137K | Buy |
1,427
+22
| +2% | +$2.11K | 0.01% | 452 |
|
|
2022
Q4 | $134K | Sell |
1,405
-15
| -1% | -$1.43K | 0.01% | 442 |
|
|
2022
Q3 | $122K | Sell |
1,420
-15,416
| -92% | -$1.32M | 0.01% | 438 |
|
|
2022
Q2 | $1.6M | Buy |
16,836
+152
| +0.9% | +$14.5K | 0.12% | 134 |
|
|
2022
Q1 | $1.58M | Buy |
16,684
+96
| +0.6% | +$9.09K | 0.11% | 145 |
|
|
2021
Q4 | $1.42M | Sell |
16,588
-201
| -1% | -$17.1K | 0.1% | 151 |
|
|
2021
Q3 | $1.22M | Sell |
16,789
-166
| -1% | -$12.1K | 0.09% | 150 |
|
|
2021
Q2 | $1.22M | Buy |
16,955
+44
| +0.3% | +$3.16K | 0.09% | 149 |
|
|
2021
Q1 | $1.27M | Buy |
16,911
+757
| +5% | +$56.6K | 0.11% | 142 |
|
|
2020
Q4 | $1.17M | Buy |
16,154
+14,944
| +1,235% | +$1.08M | 0.11% | 141 |
|
|
2020
Q3 | $94K | Hold |
1,210
| – | – | 0.01% | 378 |
|
|
2020
Q2 | $87K | Hold |
1,210
| – | – | 0.01% | 369 |
|
|
2020
Q1 | $94K | Buy |
+1,210
| New | +$94K | 0.01% | 333 |
|