Fortis Group 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 | $5.02K | Sell |
50
-3,093
| -98% | -$310K | ﹤0.01% | 388 |
|
|
2025
Q1 | $348K | Buy |
3,143
+9
| +0.3% | +$995 | 0.07% | 153 |
|
|
2024
Q4 | $280K | Buy |
3,134
+9
| +0.3% | +$803 | 0.05% | 165 |
|
|
2024
Q3 | $325K | Buy |
3,125
+7
| +0.2% | +$729 | 0.06% | 151 |
|
|
2024
Q2 | $279K | Sell |
3,118
-170
| -5% | -$15.2K | 0.06% | 157 |
|
|
2024
Q1 | $299K | Buy |
3,288
+497
| +18% | +$45.1K | 0.06% | 166 |
|
|
2023
Q4 | $267K | Buy |
2,791
+50
| +2% | +$4.78K | 0.07% | 108 |
|
|
2023
Q3 | $262K | Sell |
2,741
-51,017
| -95% | -$4.87M | 0.08% | 105 |
|
|
2023
Q2 | $4.86M | Buy |
53,758
+28,126
| +110% | +$2.54M | 1.29% | 23 |
|
|
2023
Q1 | $2.52M | Buy |
+25,632
| New | +$2.52M | 0.76% | 27 |
|
|
2020
Q3 | $237K | Buy |
+3,069
| New | +$237K | 0.05% | 172 |
|