Clearstead Trust’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $957K | Buy |
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|
2025
Q1 | $1.04M | Buy |
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|
2024
Q4 | $819K | Buy |
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|
2024
Q3 | $954K | Buy |
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|
2024
Q2 | $817K | Buy |
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|
2024
Q1 | $827K | Sell |
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|
2023
Q4 | $944K | Sell |
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|
2023
Q3 | $1.25M | Sell |
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|
2023
Q2 | $1.44M | Sell |
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|
2023
Q1 | $2.08M | Buy |
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|
2022
Q4 | $2.07M | Buy |
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|
2022
Q3 | $1.86M | Buy |
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|
2022
Q2 | $588K | Hold |
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|
2022
Q1 | $586K | Hold |
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|
2021
Q4 | $528K | Hold |
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|
2021
Q3 | $449K | Buy |
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|
2021
Q2 | $444K | Sell |
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|
2021
Q1 | $443K | Sell |
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|
2020
Q4 | $476K | Buy |
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|
2020
Q3 | $481K | Hold |
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|
2020
Q2 | $445K | Hold |
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|
2020
Q1 | $482K | Hold |
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|
2019
Q4 | $560K | Hold |
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|
2019
Q3 | $584K | Hold |
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|
2019
Q2 | $542K | Hold |
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|
2019
Q1 | $525K | Hold |
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|
2018
Q4 | $473K | Hold |
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|
2018
Q3 | $471K | Hold |
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|
2018
Q2 | $482K | Buy |
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|
2018
Q1 | $462K | Sell |
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|
2017
Q4 | $525K | Hold |
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|
2017
Q3 | $499K | Sell |
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|
2017
Q2 | $296K | Buy |
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|
2017
Q1 | $460K | Hold |
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|
2016
Q4 | $437K | Buy |
|