Financial Advisory Partners’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 | $487K | Sell |
4,852
-575
| -11% | -$57.7K | 0.15% | 58 |
|
|
2025
Q1 | $600K | Sell |
5,427
-378
| -7% | -$41.8K | 0.2% | 55 |
|
|
2024
Q4 | $518K | Hold |
5,805
| – | – | 0.17% | 57 |
|
|
2024
Q3 | $605K | Sell |
5,805
-230
| -4% | -$24K | 0.2% | 55 |
|
|
2024
Q2 | $540K | Sell |
6,035
-579
| -9% | -$51.8K | 0.2% | 54 |
|
|
2024
Q1 | $601K | Sell |
6,614
-321
| -5% | -$29.2K | 0.23% | 54 |
|
|
2023
Q4 | $631K | Sell |
6,935
-169
| -2% | -$15.4K | 0.23% | 55 |
|
|
2023
Q3 | $608K | Sell |
7,104
-339
| -5% | -$29K | 0.25% | 56 |
|
|
2023
Q2 | $673K | Sell |
7,443
-115
| -2% | -$10.4K | 0.26% | 55 |
|
|
2023
Q1 | $723K | Sell |
7,558
-70
| -0.9% | -$6.7K | 0.29% | 56 |
|
|
2022
Q4 | $727K | Sell |
7,628
-130
| -2% | -$12.4K | 0.3% | 57 |
|
|
2022
Q3 | $665K | Sell |
7,758
-54
| -0.7% | -$4.63K | 0.29% | 57 |
|
|
2022
Q2 | $743K | Sell |
7,812
-563
| -7% | -$53.5K | 0.31% | 56 |
|
|
2022
Q1 | $793K | Sell |
8,375
-77
| -0.9% | -$7.29K | 0.29% | 59 |
|
|
2021
Q4 | $721K | Buy |
+8,452
| New | +$721K | 0.26% | 58 |
|