Concurrent Investment Advisors’s Consolidated Edison ED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $836K | Buy |
8,335
+324
| +4% | +$32.5K | 0.02% | 650 |
|
|
2025
Q1 | $886K | Buy |
8,011
+634
| +9% | +$70.1K | 0.02% | 575 |
|
|
2024
Q4 | $658K | Sell |
7,377
-12,409
| -63% | -$1.11M | 0.02% | 592 |
|
|
2024
Q3 | $2.06M | Buy |
19,786
+2,958
| +18% | +$308K | 0.06% | 308 |
|
|
2024
Q2 | $1.5M | Buy |
16,828
+1,406
| +9% | +$126K | 0.05% | 344 |
|
|
2024
Q1 | $1.4M | Sell |
15,422
-3,888
| -20% | -$353K | 0.06% | 309 |
|
|
2023
Q4 | $1.76M | Buy |
+19,310
| New | +$1.76M | 0.08% | 250 |
|