Gladstone Institutional Advisory’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 | $205K | Buy |
2,044
+6
| +0.3% | +$602 | 0.01% | 714 |
|
|
2025
Q1 | $225K | Buy |
+2,038
| New | +$225K | 0.01% | 659 |
|
|
2024
Q4 | – | Sell |
-2,036
| Closed | -$212K | – | 705 |
|
|
2024
Q3 | $212K | Sell |
2,036
-619
| -23% | -$64.5K | 0.01% | 648 |
|
|
2024
Q2 | $237K | Buy |
+2,655
| New | +$237K | 0.01% | 588 |
|
|
2024
Q1 | – | Sell |
-2,601
| Closed | -$237K | – | 657 |
|
|
2023
Q4 | $237K | Sell |
2,601
-767
| -23% | -$69.8K | 0.01% | 582 |
|
|
2023
Q3 | $288K | Sell |
3,368
-405
| -11% | -$34.6K | 0.02% | 503 |
|
|
2023
Q2 | $341K | Sell |
3,773
-462
| -11% | -$41.8K | 0.02% | 491 |
|
|
2023
Q1 | $405K | Sell |
4,235
-2,307
| -35% | -$221K | 0.03% | 457 |
|
|
2022
Q4 | $624K | Sell |
6,542
-19,337
| -75% | -$1.84M | 0.04% | 355 |
|
|
2022
Q3 | $2.22M | Sell |
25,879
-420
| -2% | -$36K | 0.17% | 149 |
|
|
2022
Q2 | $2.5M | Buy |
26,299
+23,750
| +932% | +$2.26M | 0.2% | 128 |
|
|
2022
Q1 | $241K | Buy |
2,549
+133
| +6% | +$12.6K | 0.02% | 615 |
|
|
2021
Q4 | $206K | Buy |
+2,416
| New | +$206K | 0.02% | 560 |
|
|
2021
Q2 | – | Sell |
-2,737
| Closed | -$205K | – | 521 |
|
|
2021
Q1 | $205K | Sell |
2,737
-55
| -2% | -$4.12K | 0.03% | 386 |
|
|
2020
Q4 | $202K | Buy |
2,792
+164
| +6% | +$11.9K | 0.04% | 283 |
|
|
2020
Q3 | $204K | Buy |
+2,628
| New | +$204K | 0.05% | 251 |
|
|
2020
Q2 | – | Sell |
-2,709
| Closed | -$211K | – | 260 |
|
|
2020
Q1 | $211K | Buy |
+2,709
| New | +$211K | 0.05% | 243 |
|