Independent Advisor Alliance’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 | $2.69M | Sell |
26,815
-1,351
| -5% | -$136K | 0.08% | 217 |
|
|
2025
Q1 | $3.11M | Buy |
28,166
+1,259
| +5% | +$139K | 0.1% | 177 |
|
|
2024
Q4 | $2.4M | Buy |
26,907
+4,268
| +19% | +$381K | 0.03% | 466 |
|
|
2024
Q3 | $2.36M | Sell |
22,639
-377
| -2% | -$39.3K | 0.09% | 196 |
|
|
2024
Q2 | $2.06M | Buy |
23,016
+4,163
| +22% | +$372K | 0.07% | 217 |
|
|
2024
Q1 | $1.71M | Buy |
18,853
+825
| +5% | +$74.9K | 0.06% | 239 |
|
|
2023
Q4 | $1.64M | Sell |
18,028
-3,149
| -15% | -$286K | 0.06% | 236 |
|
|
2023
Q3 | $1.81M | Sell |
21,177
-358
| -2% | -$30.6K | 0.08% | 207 |
|
|
2023
Q2 | $1.95M | Sell |
21,535
-768
| -3% | -$69.4K | 0.09% | 198 |
|
|
2023
Q1 | $2.13M | Buy |
22,303
+3,080
| +16% | +$295K | 0.1% | 180 |
|
|
2022
Q4 | $1.83K | Buy |
19,223
+501
| +3% | +$48 | ﹤0.01% | 261 |
|
|
2022
Q3 | $1.61M | Buy |
18,722
+2,598
| +16% | +$223K | 0.09% | 203 |
|
|
2022
Q2 | $1.53M | Buy |
16,124
+2,209
| +16% | +$210K | 0.09% | 195 |
|
|
2022
Q1 | $1.32M | Buy |
13,915
+7,813
| +128% | +$739K | 0.06% | 237 |
|
|
2021
Q4 | $521K | Buy |
6,102
+2,387
| +64% | +$204K | 0.03% | 390 |
|
|
2021
Q3 | $270K | Sell |
3,715
-414
| -10% | -$30.1K | 0.02% | 512 |
|
|
2021
Q2 | $296K | Buy |
4,129
+128
| +3% | +$9.18K | 0.02% | 507 |
|
|
2021
Q1 | $299K | Buy |
4,001
+267
| +7% | +$20K | 0.02% | 484 |
|
|
2020
Q4 | $270K | Sell |
3,734
-500
| -12% | -$36.2K | 0.02% | 449 |
|
|
2020
Q3 | $329K | Sell |
4,234
-1,073
| -20% | -$83.4K | 0.03% | 372 |
|
|
2020
Q2 | $382K | Sell |
5,307
-2,329
| -31% | -$168K | 0.04% | 320 |
|
|
2020
Q1 | $596K | Sell |
7,636
-346
| -4% | -$27K | 0.09% | 190 |
|
|
2019
Q4 | $722K | Buy |
7,982
+1,874
| +31% | +$170K | 0.03% | 448 |
|
|
2019
Q3 | $577K | Sell |
6,108
-253
| -4% | -$23.9K | 0.07% | 235 |
|
|
2019
Q2 | $558K | Buy |
6,361
+83
| +1% | +$7.28K | 0.08% | 212 |
|
|
2019
Q1 | $532K | Buy |
6,278
+405
| +7% | +$34.3K | 0.07% | 225 |
|
|
2018
Q4 | $449K | Buy |
5,873
+181
| +3% | +$13.8K | 0.08% | 216 |
|
|
2018
Q3 | $428K | Sell |
5,692
-1,663
| -23% | -$125K | 0.08% | 202 |
|
|
2018
Q2 | $569K | Buy |
7,355
+790
| +12% | +$61.1K | 0.12% | 168 |
|
|
2018
Q1 | $506K | Sell |
6,565
-223
| -3% | -$17.2K | 0.11% | 185 |
|
|
2017
Q4 | $563K | Sell |
6,788
-916
| -12% | -$76K | 0.13% | 168 |
|
|
2017
Q3 | $628K | Buy |
7,704
+101
| +1% | +$8.23K | 0.17% | 137 |
|
|
2017
Q2 | $611K | Sell |
7,603
-820
| -10% | -$65.9K | 0.19% | 122 |
|
|
2017
Q1 | $661K | Buy |
8,423
+701
| +9% | +$55K | 0.1% | 207 |
|
|
2016
Q4 | $564K | Buy |
+7,722
| New | +$564K | 0.24% | 105 |
|