Clearstead Advisors’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $960K | Sell |
8,486
-3,170
| -27% | -$343K | 0.01% | 531 |
|
|
2025
Q4 | $1.16M | Buy |
11,656
+87
| +0.8% | +$8.63K | 0.01% | 436 |
|
|
2025
Q3 | $1.16M | Buy |
11,569
+835
| +8% | +$83.8K | 0.02% | 422 |
|
|
2025
Q2 | $1.08M | Sell |
10,734
-1,060
| -9% | -$112K | 0.02% | 420 |
|
|
2025
Q1 | $1.3M | Buy |
11,794
+216
| +2% | +$21.2K | 0.02% | 363 |
|
|
2024
Q4 | $1.03M | Sell |
11,578
-57
| -0.5% | -$5.61K | 0.02% | 404 |
|
|
2024
Q3 | $1.21M | Buy |
11,635
+3,340
| +40% | +$330K | 0.02% | 386 |
|
|
2024
Q2 | $742K | Buy |
8,295
+6,928
| +507% | +$642K | 0.01% | 457 |
|
|
2024
Q1 | $133K | Sell |
1,367
-43
| -3% | -$3.86K | 0.01% | 543 |
|
|
2023
Q4 | $128K | Sell |
1,410
-15,718
| -92% | -$1.4M | 0.01% | 538 |
|
|
2023
Q3 | $1.46M | Buy |
17,128
+15,739
| +1,133% | +$1.43M | 0.04% | 253 |
|
|
2023
Q2 | $126K | Sell |
1,389
-38
| -3% | -$3.63K | 0.01% | 520 |
|
|
2023
Q1 | $137K | Buy |
1,427
+22
| +2% | +$2.06K | 0.01% | 452 |
|
|
2022
Q4 | $134K | Sell |
1,405
-15
| -1% | -$1.36K | 0.01% | 443 |
|
|
2022
Q3 | $122K | Sell |
1,420
-15,416
| -92% | -$1.49M | 0.01% | 440 |
|
|
2022
Q2 | $1.6M | Buy |
16,836
+152
| +0.9% | +$14.5K | 0.12% | 135 |
|
|
2022
Q1 | $1.58M | Buy |
16,684
+96
| +0.6% | +$8.29K | 0.11% | 146 |
|
|
2021
Q4 | $1.42M | Sell |
16,588
-201
| -1% | -$15.8K | 0.1% | 152 |
|
|
2021
Q3 | $1.22M | Sell |
16,789
-166
| -1% | -$12.4K | 0.09% | 151 |
|
|
2021
Q2 | $1.22M | Buy |
16,955
+44
| +0.3% | +$3.38K | 0.09% | 149 |
|
|
2021
Q1 | $1.26M | Buy |
16,911
+757
| +5% | +$53.3K | 0.11% | 142 |
|
|
2020
Q4 | $1.17M | Buy |
16,154
+14,944
| +1,235% | +$1.16M | 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 | +$106K | 0.01% | 334 |
|
Other funds holding ED
VCM
VPM
DAM