Focus Partners Wealth’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
$5.55M Sell
55,314
-28
-0.1% -$2.81K 0.01% 646
2025
Q1
$6.12M Sell
55,342
-920
-2% -$102K 0.02% 574
2024
Q4
$5.02M Buy
56,262
+31,708
+129% +$2.83M 0.01% 608
2024
Q3
$2.72M Sell
24,554
-50,324
-67% -$5.58M 0.01% 698
2024
Q2
$6.73M Buy
74,878
+38,172
+104% +$3.43M 0.02% 443
2024
Q1
$3.33M Buy
36,706
+27,029
+279% +$2.45M 0.03% 401
2023
Q4
$880K Buy
+9,677
New +$880K 0.01% 475