Financial Advocates Investment 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 | $295K | Buy |
2,944
+184
| +7% | +$18.5K | 0.02% | 500 |
|
|
2025
Q1 | $305K | Sell |
2,760
-341
| -11% | -$37.7K | 0.02% | 557 |
|
|
2024
Q4 | $277K | Buy |
3,101
+208
| +7% | +$18.6K | 0.02% | 614 |
|
|
2024
Q3 | $301K | Sell |
2,893
-125
| -4% | -$13K | 0.02% | 595 |
|
|
2024
Q2 | $270K | Buy |
3,018
+562
| +23% | +$50.2K | 0.02% | 598 |
|
|
2024
Q1 | $223K | Sell |
2,456
-14
| -0.6% | -$1.27K | 0.01% | 687 |
|
|
2023
Q4 | $225K | Buy |
2,470
+59
| +2% | +$5.37K | 0.01% | 657 |
|
|
2023
Q3 | $206K | Sell |
2,411
-91
| -4% | -$7.78K | 0.01% | 646 |
|
|
2023
Q2 | $226K | Buy |
2,502
+9
| +0.4% | +$814 | 0.02% | 606 |
|
|
2023
Q1 | $239K | Buy |
2,493
+187
| +8% | +$17.9K | 0.02% | 618 |
|
|
2022
Q4 | $220K | Buy |
+2,306
| New | +$220K | 0.02% | 652 |
|
|
2020
Q4 | – | Sell |
-2,662
| Closed | -$208K | – | 718 |
|
|
2020
Q3 | $208K | Buy |
+2,662
| New | +$208K | 0.02% | 569 |
|
|
2020
Q2 | – | Sell |
-2,607
| Closed | -$204K | – | 595 |
|
|
2020
Q1 | $204K | Sell |
2,607
-168
| -6% | -$13.1K | 0.03% | 428 |
|
|
2019
Q4 | $251K | Sell |
2,775
-22
| -0.8% | -$1.99K | 0.03% | 430 |
|
|
2019
Q3 | $264K | Buy |
2,797
+50
| +2% | +$4.72K | 0.03% | 400 |
|
|
2019
Q2 | $241K | Buy |
2,747
+2
| +0.1% | +$175 | 0.03% | 404 |
|
|
2019
Q1 | $233K | Sell |
2,745
-623
| -18% | -$52.9K | 0.03% | 408 |
|
|
2018
Q4 | $257K | Sell |
3,368
-423
| -11% | -$32.3K | 0.04% | 371 |
|
|
2018
Q3 | $289K | Sell |
3,791
-798
| -17% | -$60.8K | 0.03% | 402 |
|
|
2018
Q2 | $359K | Buy |
4,589
+94
| +2% | +$7.35K | 0.04% | 331 |
|
|
2018
Q1 | $351K | Sell |
4,495
-360
| -7% | -$28.1K | 0.05% | 332 |
|
|
2017
Q4 | $413K | Buy |
+4,855
| New | +$413K | 0.06% | 288 |
|