Frisch Financial Group’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 | $1.41M | Sell |
14,001
-170
| -1% | -$17.1K | 0.34% | 46 |
|
|
2025
Q1 | $1.57M | Buy |
14,171
+1,023
| +8% | +$113K | 0.44% | 37 |
|
|
2024
Q4 | $1.17M | Sell |
13,148
-908
| -6% | -$81K | 0.36% | 41 |
|
|
2024
Q3 | $1.46M | Buy |
14,056
+22
| +0.2% | +$2.29K | 0.44% | 36 |
|
|
2024
Q2 | $1.26M | Buy |
14,034
+7,027
| +100% | +$628K | 0.38% | 34 |
|
|
2024
Q1 | $636K | Buy |
7,007
+26
| +0.4% | +$2.36K | 0.21% | 50 |
|
|
2023
Q4 | $635K | Buy |
6,981
+26
| +0.4% | +$2.37K | 0.24% | 54 |
|
|
2023
Q3 | $595K | Hold |
6,955
| – | – | 0.24% | 53 |
|
|
2023
Q2 | $629K | Buy |
6,955
+734
| +12% | +$66.4K | 0.3% | 52 |
|
|
2023
Q1 | $595K | Sell |
6,221
-99
| -2% | -$9.47K | 0.23% | 58 |
|
|
2022
Q4 | $602K | Buy |
6,320
+1,175
| +23% | +$112K | 0.23% | 64 |
|
|
2022
Q3 | $441K | Buy |
5,145
+2,141
| +71% | +$184K | 0.19% | 65 |
|
|
2022
Q2 | $286K | Buy |
3,004
+27
| +0.9% | +$2.57K | 0.11% | 96 |
|
|
2022
Q1 | $282K | Sell |
2,977
-74
| -2% | -$7.01K | 0.09% | 117 |
|
|
2021
Q4 | $260K | Sell |
3,051
-1,101
| -27% | -$93.8K | 0.08% | 133 |
|
|
2021
Q3 | $301K | Sell |
4,152
-57
| -1% | -$4.13K | 0.1% | 113 |
|
|
2021
Q2 | $302K | Sell |
4,209
-243
| -5% | -$17.4K | 0.1% | 112 |
|
|
2021
Q1 | $333K | Sell |
4,452
-110
| -2% | -$8.23K | 0.11% | 101 |
|
|
2020
Q4 | $330K | Buy |
4,562
+47
| +1% | +$3.4K | 0.12% | 87 |
|
|
2020
Q3 | $351K | Buy |
4,515
+46
| +1% | +$3.58K | 0.15% | 70 |
|
|
2020
Q2 | $321K | Buy |
4,469
+44
| +1% | +$3.16K | 0.15% | 63 |
|
|
2020
Q1 | $345K | Sell |
4,425
-1,457
| -25% | -$114K | 0.2% | 65 |
|
|
2019
Q4 | $532K | Buy |
5,882
+735
| +14% | +$66.5K | 0.25% | 58 |
|
|
2019
Q3 | $486K | Buy |
5,147
+311
| +6% | +$29.4K | 0.29% | 53 |
|
|
2019
Q2 | $424K | Sell |
4,836
-1,521
| -24% | -$133K | 0.28% | 53 |
|
|
2019
Q1 | $539K | Buy |
6,357
+1,071
| +20% | +$90.8K | 0.33% | 56 |
|
|
2018
Q4 | $404K | Buy |
+5,286
| New | +$404K | 0.28% | 60 |
|