EFS
Essex Financial Services’s Consolidated Edison ED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $512K | Buy |
5,107
+278
| +6% | +$27.9K | 0.03% | 402 |
|
|
2025
Q1 | $534K | Sell |
4,829
-101
| -2% | -$11.2K | 0.04% | 368 |
|
|
2024
Q4 | $440K | Buy |
4,930
+165
| +3% | +$14.7K | 0.03% | 404 |
|
|
2024
Q3 | $504K | Sell |
4,765
-687
| -13% | -$72.6K | 0.04% | 378 |
|
|
2024
Q2 | $548K | Buy |
5,452
+2,064
| +61% | +$207K | 0.04% | 358 |
|
|
2024
Q1 | $308K | Buy |
3,388
+425
| +14% | +$38.6K | 0.03% | 418 |
|
|
2023
Q4 | $270K | Buy |
2,963
+431
| +17% | +$39.2K | 0.03% | 419 |
|
|
2023
Q3 | $217K | Buy |
2,532
+7
| +0.3% | +$599 | 0.03% | 431 |
|
|
2023
Q2 | $228K | Sell |
2,525
-245
| -9% | -$22.1K | 0.03% | 419 |
|
|
2023
Q1 | $265K | Buy |
2,770
+233
| +9% | +$22.3K | 0.03% | 400 |
|
|
2022
Q4 | $241K | Buy |
2,537
+6
| +0.2% | +$570 | 0.03% | 421 |
|
|
2022
Q3 | $217K | Hold |
2,531
| – | – | 0.03% | 420 |
|
|
2022
Q2 | $241K | Buy |
2,531
+358
| +16% | +$34.1K | 0.03% | 423 |
|
|
2022
Q1 | $206K | Buy |
+2,173
| New | +$206K | 0.02% | 479 |
|
|
2020
Q1 | – | Sell |
-2,286
| Closed | -$207K | – | 254 |
|
|
2019
Q4 | $207K | Hold |
2,286
| – | – | 0.06% | 248 |
|
|
2019
Q3 | $216K | Buy |
+2,286
| New | +$216K | 0.07% | 230 |
|
|
2019
Q2 | – | Sell |
-2,900
| Closed | -$246K | – | 247 |
|
|
2019
Q1 | $246K | Sell |
2,900
-306
| -10% | -$26K | 0.07% | 200 |
|
|
2018
Q4 | $245K | Sell |
3,206
-541
| -14% | -$41.3K | 0.08% | 206 |
|
|
2018
Q3 | $285K | Sell |
3,747
-200
| -5% | -$15.2K | 0.06% | 226 |
|
|
2018
Q2 | $308K | Buy |
3,947
+2
| +0.1% | +$156 | 0.07% | 208 |
|
|
2018
Q1 | $307K | Buy |
3,945
+2
| +0.1% | +$156 | 0.06% | 262 |
|
|
2017
Q4 | $335K | Sell |
3,943
-170
| -4% | -$14.4K | 0.08% | 198 |
|
|
2017
Q3 | $332K | Buy |
4,113
+31
| +0.8% | +$2.5K | 0.08% | 197 |
|
|
2017
Q2 | $330K | Buy |
4,082
+836
| +26% | +$67.6K | 0.07% | 250 |
|
|
2017
Q1 | $252K | Sell |
3,246
-943
| -23% | -$73.2K | 0.06% | 277 |
|
|
2016
Q4 | $309K | Sell |
4,189
-285
| -6% | -$21K | 0.07% | 248 |
|
|
2016
Q3 | $337K | Buy |
4,474
+136
| +3% | +$10.2K | 0.08% | 223 |
|
|
2016
Q2 | $349K | Buy |
4,338
+1
| +0% | +$80 | 0.08% | 218 |
|
|
2016
Q1 | $332K | Sell |
4,337
-309
| -7% | -$23.7K | 0.08% | 223 |
|
|
2015
Q4 | $299K | Buy |
4,646
+411
| +10% | +$26.5K | 0.07% | 234 |
|
|
2015
Q3 | $283K | Sell |
4,235
-309
| -7% | -$20.6K | 0.07% | 243 |
|
|
2015
Q2 | $263K | Sell |
4,544
-399
| -8% | -$23.1K | 0.07% | 257 |
|
|
2015
Q1 | $302K | Buy |
4,943
+279
| +6% | +$17K | 0.08% | 240 |
|
|
2014
Q4 | $308K | Buy |
4,664
+710
| +18% | +$46.9K | 0.08% | 232 |
|
|
2014
Q3 | $224K | Buy |
3,954
+1
| +0% | +$57 | 0.07% | 269 |
|
|
2014
Q2 | $228K | Buy |
3,953
+1
| +0% | +$58 | 0.07% | 265 |
|
|
2014
Q1 | $212K | Sell |
3,952
-174
| -4% | -$9.33K | 0.07% | 263 |
|
|
2013
Q4 | $228K | Sell |
4,126
-2,731
| -40% | -$151K | 0.08% | 242 |
|
|
2013
Q3 | $378 | Sell |
6,857
-1,889
| -22% | -$104 | 0.12% | 159 |
|
|
2013
Q2 | $510K | Buy |
+8,746
| New | +$510K | 0.18% | 128 |
|