Farther Finance Advisors’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 | $893K | Buy |
8,896
+110
| +1% | +$11K | 0.02% | 633 |
|
2025
Q1 | $967K | Buy |
8,786
+4,667
| +113% | +$514K | 0.02% | 517 |
|
2024
Q4 | $368K | Sell |
4,119
-1,136
| -22% | -$101K | 0.01% | 719 |
|
2024
Q3 | $547K | Sell |
5,255
-679
| -11% | -$70.7K | 0.02% | 553 |
|
2024
Q2 | $527K | Buy |
5,934
+910
| +18% | +$80.8K | 0.03% | 465 |
|
2024
Q1 | $454K | Buy |
5,024
+512
| +11% | +$46.2K | 0.03% | 422 |
|
2023
Q4 | $410K | Buy |
4,512
+609
| +16% | +$55.4K | 0.03% | 392 |
|
2023
Q3 | $334K | Buy |
3,903
+3,055
| +360% | +$261K | 0.05% | 276 |
|
2023
Q2 | $76.7K | Buy |
848
+21
| +3% | +$1.9K | 0.02% | 546 |
|
2023
Q1 | $79.1K | Buy |
827
+10
| +1% | +$957 | 0.02% | 474 |
|
2022
Q4 | $77.9K | Buy |
+817
| New | +$77.9K | 0.03% | 383 |
|