Diversify Advisory Services’s Consolidated Edison ED Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$322K Buy
3,104
+286
+10% +$29.7K 0.01% 667
2025
Q1
$316K Sell
2,818
-15
-0.5% -$1.68K 0.02% 478
2024
Q4
$250K Sell
2,833
-2,303
-45% -$203K 0.01% 533
2024
Q3
$543K Sell
5,136
-1,191
-19% -$126K 0.03% 364
2024
Q2
$562K Sell
6,327
-7
-0.1% -$622 0.03% 361
2024
Q1
$572K Buy
+6,334
New +$572K 0.03% 386