Dakota Wealth Management’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 | $1.94M | Buy |
19,365
+2,247
| +13% | +$225K | 0.04% | 272 |
|
|
2025
Q1 | $1.89M | Buy |
17,118
+3,119
| +22% | +$345K | 0.04% | 267 |
|
|
2024
Q4 | $1.25M | Buy |
13,999
+2,500
| +22% | +$223K | 0.03% | 324 |
|
|
2024
Q3 | $1.2M | Buy |
11,499
+1,446
| +14% | +$151K | 0.03% | 335 |
|
|
2024
Q2 | $899K | Buy |
10,053
+380
| +4% | +$34K | 0.02% | 384 |
|
|
2024
Q1 | $878K | Buy |
9,673
+2,173
| +29% | +$197K | 0.02% | 385 |
|
|
2023
Q4 | $682K | Buy |
7,500
+283
| +4% | +$25.7K | 0.03% | 375 |
|
|
2023
Q3 | $617K | Buy |
+7,217
| New | +$617K | 0.03% | 361 |
|