Golden State Equity Partners’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
$914K Buy
9,106
+3,966
+77% +$398K 0.17% 153
2025
Q1
$568K Sell
5,140
-200
-4% -$22.1K 0.11% 224
2024
Q4
$476K Buy
+5,340
New +$476K 0.09% 245
2024
Q3
Sell
-5,340
Closed -$478K 838
2024
Q2
$478K Buy
+5,340
New +$478K 0.1% 227
2023
Q4
$486K Hold
5,340
0.12% 195
2023
Q3
$457K Buy
5,340
+15
+0.3% +$1.28K 0.13% 176
2023
Q2
$481K Buy
+5,325
New +$481K 0.14% 183