IFP 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 | $537K | Sell |
5,164
-7,367
| -59% | -$766K | 0.02% | 804 |
|
|
2025
Q1 | $1.39M | Buy |
12,531
+365
| +3% | +$40.4K | 0.04% | 460 |
|
|
2024
Q4 | $1.09M | Sell |
12,166
-3,006
| -20% | -$268K | 0.04% | 506 |
|
|
2024
Q3 | $1.58M | Sell |
15,172
-13,966
| -48% | -$1.45M | 0.06% | 360 |
|
|
2024
Q2 | $2.61M | Sell |
29,138
-1,461
| -5% | -$131K | 0.1% | 211 |
|
|
2024
Q1 | $2.78M | Buy |
30,599
+23,486
| +330% | +$2.13M | 0.12% | 182 |
|
|
2023
Q4 | $647K | Sell |
7,113
-811
| -10% | -$73.8K | 0.03% | 503 |
|
|
2023
Q3 | $678K | Buy |
7,924
+109
| +1% | +$9.32K | 0.03% | 493 |
|
|
2023
Q2 | $707K | Buy |
7,815
+377
| +5% | +$34.1K | 0.03% | 534 |
|
|
2023
Q1 | $464K | Sell |
7,438
-22,534
| -75% | -$1.41M | 0.02% | 630 |
|
|
2022
Q4 | $1.92M | Buy |
29,972
+15,054
| +101% | +$964K | 0.05% | 380 |
|
|
2022
Q3 | $950K | Buy |
14,918
+1,482
| +11% | +$94.4K | 0.02% | 652 |
|
|
2022
Q2 | $849K | Hold |
13,436
| – | – | 0.03% | 628 |
|
|
2022
Q1 | $849K | Buy |
13,436
+10,416
| +345% | +$658K | 0.03% | 628 |
|
|
2021
Q4 | $262K | Buy |
3,020
+213
| +8% | +$18.5K | 0.01% | 820 |
|
|
2021
Q3 | $203K | Sell |
2,807
-36
| -1% | -$2.6K | ﹤0.01% | 908 |
|
|
2021
Q2 | $202K | Sell |
2,843
-302
| -10% | -$21.5K | ﹤0.01% | 897 |
|
|
2021
Q1 | $233K | Buy |
3,145
+614
| +24% | +$45.5K | ﹤0.01% | 770 |
|
|
2020
Q4 | $182K | Sell |
2,531
-131
| -5% | -$9.42K | 0.01% | 842 |
|
|
2020
Q3 | $206K | Sell |
2,662
-372
| -12% | -$28.8K | 0.01% | 693 |
|
|
2020
Q2 | $222K | Sell |
3,034
-24
| -0.8% | -$1.76K | 0.02% | 625 |
|
|
2020
Q1 | $234K | Buy |
3,058
+46
| +2% | +$3.52K | 0.02% | 525 |
|
|
2019
Q4 | $271K | Sell |
3,012
-3,474
| -54% | -$313K | 0.02% | 577 |
|
|
2019
Q3 | $612K | Buy |
+6,486
| New | +$612K | 0.04% | 437 |
|
|
2019
Q1 | $165K | Sell |
1,932
-5,219
| -73% | -$446K | 0.02% | 523 |
|
|
2018
Q4 | $547K | Sell |
7,151
-2,441
| -25% | -$187K | 0.03% | 521 |
|
|
2018
Q3 | $731K | Sell |
9,592
-2,726
| -22% | -$208K | 0.03% | 537 |
|
|
2018
Q2 | $961K | Sell |
12,318
-296
| -2% | -$23.1K | 0.04% | 424 |
|
|
2018
Q1 | $1.07M | Hold |
12,614
| – | – | 0.05% | 369 |
|
|
2017
Q4 | $1.07M | Sell |
12,614
-13,611
| -52% | -$1.16M | 0.05% | 367 |
|
|
2017
Q3 | $2.12M | Buy |
26,225
+207
| +0.8% | +$16.7K | 0.08% | 255 |
|
|
2017
Q2 | $2.1M | Buy |
26,018
+391
| +2% | +$31.6K | 0.09% | 255 |
|
|
2017
Q1 | $1.99M | Buy |
25,627
+3,646
| +17% | +$283K | 0.09% | 254 |
|
|
2016
Q4 | $1.62M | Sell |
21,981
-833
| -4% | -$61.4K | 0.08% | 276 |
|
|
2016
Q3 | $1.72M | Sell |
22,814
-509
| -2% | -$38.3K | 0.09% | 250 |
|
|
2016
Q2 | $1.88M | Buy |
23,323
+21,391
| +1,107% | +$1.72M | 0.1% | 220 |
|
|
2016
Q1 | $165K | Sell |
1,932
-14,978
| -89% | -$1.28M | 0.02% | 523 |
|
|
2015
Q4 | $1.09M | Buy |
+16,910
| New | +$1.09M | 0.07% | 290 |
|